Life Sciences

Definitive Healthcare Stock: Commercial Intelligence SaaS

It’s easy to understand why the market assigns a premium to software-as-a–service (SaaS) business models. Typically, such companies have a broad customer base with no single customer accounting for more than a small fraction of revenues. They’re usually high-growth companies where the more customers brought on board, the higher the margins. And most importantly, they […]

What’s Up With Illumina’s Acquisition of GRAIL?

If you want to land a job at a top investment bank, there’s an expectation that you’ve read certain material. Even though prop trading desks have gone the way of the dodo, books like Liar’s Poker and Reminiscences of a Stock Operator are must-reads. So is the 592-page monster, Barbarians at the Gate, a glimpse […]

Oxford Nanopore Stock: The Internet of Living Things

If you took all the stocks in the world and put them in a single basket, about 58% of that combined market cap would be U.S. stocks. If you want to look that number up, just download a fact sheet for the MSCI ACWI IMI Index. All those cryptic acronyms mean that the index includes […]

Cellect Biotechnology Stock: Surviving, Not Thriving

Fear of missing out, FOMO, is the bane of every newbie investor who sees rapid short-term price appreciation as a good thing. When a stock doubles in a single trading session, that’s the type of volatility risk-averse investors try to avoid. It’s precisely why we don’t invest in drug developers – life sciences companies with […]

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 […]

Cytek Biosciences Stock – A Play on Flow Cytometry

Physicist Richard Feynman’s famous talk “There’s Plenty of Room at the Bottom” proposed that mankind would eventually get around to creating things at a cellular level, and it looks like we’ve started down that path. The single-cell revolution is here, with about a dozen life sciences companies offering technology platforms for working with cells. Today, […]

SOPHiA GENETICS Stock – A Play on Data Driven Medicine

When artificial intelligence (AI) algorithms are able to predict how proteins fold based on amino acid sequences, it makes one wonder why it’s taking so long to move from spray-and-pray medicine to data-driven medicine. Today’s AI algorithms are certainly sophisticated enough, and there’s plenty of delicious big data to be found. The problem lies in […]

8 Whole Genome Sequencing Companies for Precision Health

Earlier this year, we picked apart the 23andMe stock offering for genetic testing. The financial picture looked stagnant, with 23andMe (ME) trying to build interest in the company’s FDA-authorized health insights and a subscription service that provides access to additional reports as they become available. As we noted in the article, the company’s most valuable […]

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 […]

Pear Therapeutics Stock – A Digital Therapeutics Platform

It seems mental health is on everyone’s mind of late. Our MBAs have been working like crazy to keep up with what has suddenly become a very tech-dominated industry, especially in the area of telehealth. It wasn’t that long ago (nearly 18 months to be exact) that we first published a list of some of […]