AI Healthcare

iRhythm Stock is Showing Signs of Life

We recently wrote about the disappointing results and less-than-inspiring strategy to turn the ship around at Butterfly Network (BFLY). The medical device company has developed a game-changing handheld ultrasound probe powered by artificial intelligence, but is struggling mightily to hit high-growth revenue targets while bleeding money like a high-growth tech stock. In our last article, […]

Butterfly Network Hardware Sales Disappoint

There will come a time when we leave our bitterness behind over the deluge of special purpose acquisition companies (SPACs) that flooded the public markets, mostly over a manic two-year period. Someday we’ll stop wondering what might have been if interesting companies like Rocket Lab (RKLB) and Desktop Metal (DM) had resisted the siren song […]

Schrödinger Stock: Drug Discovery Platform Making Money

Tired of reading about ChatGPT? Us, too. The hand wringing over of how artificial intelligence is going to put writers and artists, among many other white-collar criminals, out of a job is missing the point. The power of generative AI, the particular kind of machine-learning technique behind ChatGPT, has yet to be tapped. The big […]

Accolade Stock: An Employer Telehealth Platform

Remember when a few years ago Amazon announced it would revolutionize healthcare, partnering with heavyweights Berkshire Hathaway and J.P. Morgan? The idea was to experiment with their own employees and eventually roll out some high-tech-enabled platform to other employers. Using big data, AI algorithms, and various telehealth services, Amazon promised to improve primary and urgent […]

Relay Therapeutics Stock: Pure Play on AI Drug Discovery

A few years ago, we wrote an article about how computational chemistry is merging with artificial intelligence technologies to speed up drug discovery. Computational chemistry is a scientific field that uses computer simulations to help solve chemical problems. A related field is computational biology, which uses similar techniques to answer complex questions about biology. Add […]

Babylon Stock: Why It’s Dropping Like a Rock

Why do some investment firms send out alerts to subscribers explaining large stock price increases? That’s not what investors want to know. Look up any given stock and you’ll find that their questions always relate to some unknown calamity. When bad things happen, people turn to the Ministry of Truth for an explanation. Rarely will […]

IQVIA: A Leading Digital Healthcare Stock

Data is the new oil. It’s a phrase that regular readers will recognize, but we can’t take credit for coining it. The credit actually goes to a British data scientist named Clive Humby. Of course, it took a marketing guy to point out that raw oil must be turned into a product like gas or […]

Lux Capital Launches Digital Health Solutions ETF: EKG

When it comes to getting the most diversification bang for your buck, it’s hard to beat exchange traded funds (ETFs) which typically offer the performance of whatever index they’re tracking for a reasonable expense ratio. While ARK Invest made waves by releasing active ETFs that attempted to beat the markets, your typical ETF simply tracks […]

Renalytix Stock: Where Are the Meaningful Revenues?

One disadvantage of having a living investment methodology is that as things change, you need to go back and revisit previous conclusions that may have changed. For example, we instituted a rule that prevents us from investing in any firm with a market cap of less than one billion dollars. That’s because the smaller a […]

Why We No Longer Like Volpara Health Stock

There are stocks that you want in your portfolio because the technology sounds cool or the company is on a mission to save the world, or because you don’t want to miss out on the latest craze like cryptocurrency or pot stocks. That’s actually called motivation, because there are no inherent good reasons why you […]