Proteomics

Codexis Stock: A Risky Play on Enzymes

A great interview question to ask a fresh-faced MBA goes something like this. “Take the most sophisticated financial concept you know and explain it to me like I’m your grandmother.” It’s an elegant way to find out just how well a candidate understands the dreadfully boring financial concepts they’re forced to memorize, while simultaneously probing […]

Gandeeva Therapeutics and Cryogenic Electron Microscopy

Nanotechnology was supposed to change the world until it didn’t. Carbon nanotubes and graphene resulted in a big nothing sandwich, at least from the perspective of investors who tried to invest in these nanomaterials. Back in 2016, we posited that the emergence of synthetic biology and gene editing were nanotechnology under a different name. In […]

SomaLogic Stock: A Significant First-Mover Advantage?

Proteomics – the study of proteins – is incredibly complex stuff. That’s why fund managers often hire subject matter experts to navigate such topics. We disagree with this approach. You cannot invest in what you know if you need an interpreter to do so. A simple understanding of the opportunity can suffice in most cases. […]

Olink Stock (OLK) – A Lesser Known Play on Proteomics

Figuring out how much to tax the commoners is a tricky problem to solve. Tax people too much and they won’t have much of an incentive to work. Tax them too little and you won’t generate much revenue. In Sweden, taxes are the highest of any country in the world at over 57%, yet plenty […]

Quanterix Stock: A Way to Play the Proteomics Boom

Yesterday’s news cycle was dominated by a headline that makes you almost shed a tear. No, we’re not talking about how Kelly Osbourne doesn’t know how to go on after the death of her dog. We’re talking about the sheer beauty of DeepMind’s latest accomplishment – the ability to predict a protein’s 3D structure from […]

Asimov – Building Tools to Program Living Cells

Blockbusters – drugs with annual sales of at least $1 billion – are to pharma companies what unicorns are to venture capitalists (VCs). They’re what you ultimately want to find. Proteins are the basis for many blockbuster therapeutics. For example, Insulin, the protein-based hormone used to treat diabetes, had a market value of $21.2 billion […]

Manipulating Molecules with the LUMICKS Platform

In the famous 1968 short film, “Cosmic Zoom”, the viewer starts with a boy in a boat, and zooms out to the Earth, to the solar system, and to the galaxy, until the viewer gets the entire view of the universe. Halfway through the film, the camera view switches direction and zooms into a mosquito […]

A List of 7 Proteomics Stocks For Investing in Proteins

We recently had the chance to present our take on nanotechnology investing to The Nanotechnology Industries Association, and it wasn’t the most compelling topic, at least when it comes to the success of nanomaterials. One attendee joked that the word “nano” is Greek for “we need funding.” It’s a reflection on how nanotechnology didn’t really […]

Seer – A Pure-Play Stock for Investing in Proteomics

Is the old “invest in what you know” adage misleading investors? An article by Investopedia thinks so, stating that only investing in what you know actually increases risk. Says the piece, “many of the biggest returns will be made from companies you have never heard of and do NOT understand.” We’ll call these the Rumsfeld […]

Ginkgo Bioworks Scales Biology for Industrial Synbio

At the beginning of the month, we talked trash. Specifically, the piles of plastic that threaten to overwhelm many countries in the world. One long-term solution is to use biodegradable bioplastics made from natural renewable resources like algae. But that still leaves a legacy of water bottles, packaging, and Kardashian body parts that will be […]