Life Sciences

The Johnson & Johnson COVID-19 Vaccine Thesis

If you were only allowed to invest your money in one stock, you wouldn’t be criticized by many for choosing Johnson & Johnson (JNJ). No matter what happens, we’ll always need healthcare products and services. The company’s revenues are diversified by geography and business line, providing the sort of consistency that’s led them to 36 […]

A Blood Test That Uses Next-Generation Sequencing

If you arrived at this story wondering if someone had found a new way to detect the coronavirus, we’re sorry to disappoint you. This article has no direct connection to the pandemic that is emptying your 401K and threatening the lives of your grandparents, except that we will be talking about viruses, bacteria, and other […]

Moderna and the Coronavirus Vaccine Thesis

It’s on the cover of every magazine, on the headline of every newspaper. People can’t stop talking about it, and frankly, we’re getting sick and tired of hearing about it. That’s right, we’re talking, of course, about The Bachelor’s wild finale yesterday, where Peter’s love triangle turned into a messy happily ever after. Absolutely riveting stuff, but […]

Managing Longevity Risks and Opportunities

Shelly Kagan is Clark Professor of Philosophy at Yale, and he teaches a great class about death – PHIL 176: Death. You don’t need to have high SAT scores in order to attend this class, nor do you need to reside in Connecticut. Using the power of the Internet, anyone on this planet can attend his […]

Bacteriophages: A Solution to Antibiotic Resistance

“The Post-Antibiotic Era Is Here. Now What?” was the title of an article by Wired a few years back which talked about how more and more people are getting knocked off by antibiotic-resistant bacteria. In other words, we’ve now entered a “post antibiotic era.” In an article last year titled Can We Kill Antibiotic-Resistant Superbugs?, we […]

5 Examples of Global Innovation in Life Sciences

According to Deloitte, some of the key drivers for life sciences in 2020 will be data-driven approaches that employ machine learning and AI, the use of sensors and wearables for telemedicine and predictive medicine, and precision medicine supported by new cell and gene therapies. For years, we’ve been reading about these superb innovations and what […]

A Stock for Investing in Healthcare Data and Analytics

Anyone who has worked in information technology for a while knows about the old “diapers and beer” story which a fellow named Mark Madsen actually got to the bottom of a few years ago. The story goes something like this. Back in the early 90s, a woman named Karen Heath, a senior manager for health analytics with Accenture […]

5 Examples of Global Healthcare Innovation

According to Deloitte, global healthcare spending is expected to increase at an annual rate of 5.4% between 2017-2022, from $7.7 trillion to $10.1 trillion. Aging societies, global population growth, and an increase in life expectancy thanks to a burgeoning longevity industry are all putting a strain on existing healthcare systems. All the while, non-communicable diseases […]

Increasing Longevity by Decreasing Oxidization

Somewhere in a coffee shop in America, some green-haired millennial is typing away feverishly on their brand new Macbook Air, broadcasting to their Twitter followers about how evil capitalism is. As they pour a dab of pasture-grazed New Zealand cow’s milk into their freshly roasted cup of Guatemalan organic free-trade coffee, they lament their woes […]

When Are Genetic Health Tests Worth Taking?

Investors in Illumina must be stoked about how things have been going so far for a company that commands a dominant market share in one of the most transformative technologies of our time – genetic sequencing. It’s allowed us to pursue promising technologies like gene editing – and now base editing – which means we can start […]