In short: His 2016 immunotherapy winner, cited to establish the pattern behind "invest then investigate": "I did a lot of research on immunotherapy… and bought something called Kite Pharmaceuticals, which was an immunotherapy biotech. And basically it was a three-bagger. Got taken out I think by Bristol Meyers." The acquirer is his own hedge and is left as spoken — no view is expressed on the buyer.
Kite Pharmaceuticals was a biotech working on immunotherapy — treatments that turn the body's own immune system against cancer cells it would otherwise ignore. It no longer trades independently; it was acquired.
Dillian raises it as the origin story for his method. In 2016 he researched immunotherapy, bought Kite, and the position roughly tripled before the company was taken over ("I think by Bristol Meyers" — his own hedge, left as spoken).
The lesson he draws is not about biotech. It is that unfamiliar, slightly ridiculous-sounding themes are exactly where the large moves are, because most investors postpone the research until the move is over.
21:30Which is basically a cancer cure. It's a drug that attacks cancer cells, which your immune system does not. And bought something called Kite Pharmaceuticals, which was an immunotherapy biotech. And basically it was a three-bagger. Got taken out I think by Bristol Meyers.
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