In numerous studies, psychologists have found that rewards of an uncertain magnitude and timing are more motivating than rewards that are certain and expected at fixed intervals. Think about how you might perceive that boring monthly salary vs. a stock options award at bonus time. This psychological phenomenon is what makes certain activities such as […]
Using artificial intelligence (AI) to optimize the drug discovery process is an AI healthcare thesis that’s probably one of the more appealing and least mature when it comes to how machine learning will change industries. While themes like robotic process automation (RPA) and AI chips are reaching maturity and reaping rewards, we’ve yet to see […]
Checking in with your stocks about once a year seems like the minimum cadence for a long-term tech investor. In reality, you’ll be checking in more often when dramatic stock price movements happen, or corporate events take place. Today, we’re going to check in on a company we haven’t written about in several years – […]
A technology like artificial intelligence (AI) is extraordinarily complex to begin with. When you start to apply AI to complex domains like drug discovery, there’s a snowball’s chance in hell your average retail investor will understand what’s happening under the hood. If, as risk-averse investors, we adhere to Warren Buffett’s adage of only investing in […]
Nothing like a pandemic to illuminate a thing or two about human nature. For example, people apparently spend way too much time wiping their butts. Or, at the very least, are very inefficient in their use of toilet paper. We also learned quite a bit about clinical trials, though the COVID-19 vaccine studies were atypical […]
Back in the 1670s, a Dutch cloth merchant by the name of Antonie van Leeuwenhoek invented the first microscopic lens to get a better view of his cloth threads. Using his new invention, he discovered the microscopic world of cells, bacteria, and oddly enough, sperm. He singlehandedly became the father of microbiology. While it’s a […]
We believe it’s critically important to only invest in businesses that we understand. If you need a subject matter expert to explain a company’s value proposition, you shouldn’t be invested in it. Yesterday’s article on A Pure-Play LegalTech Stock for FinTech Investors is a great example of a value proposition that’s easy to understand. Today, […]
Drug development is complicated business. Medicinal chemists, many who have spent nearly a decade training in the halls of academia, are tasked with painstakingly synthesizing each and every molecule that could potentially have a therapeutic effect. These compounds need to then be screened in cells just to make sure they’re not just straight-up toxic, with […]
Technological advancement makes people uncomfortable, and artificial intelligence (AI) is no exception. It’s going to uncover things we don’t like, things we cannot explain, and things that truly impact mankind – maybe even all at the same time. How it can possibly add so much value may remain a mystery at times. For us to […]
The bright minds at Insilico Medicine announced just today a major breakthrough in the rapidly growing field of AI drug discovery. The Hong Kong startup used a type of AI system called deep learning to simultaneously identify both a small-molecule drug and its ideal biological target to treat pulmonary fibrosis. It took just 18 months […]