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That's a great question on valuation. The presenter should have touched on that because simple valuation ratio works for $SDGR. Right now its around 16 (3571 / 228 | market cap / annualized revenues) so that's a bit high (our catalog average is 6.5). We wouldn't invest in anything over 20, so yes, it's starting to get rich for us.
Great job 👏 Joe . I have Abcellera & Recursion , both less than 1 % of my Portfolio Also I have ABSCI which would not be on your radar due to its low market capitalization of 140 million Bought all three of these at or near their 52 week lows
Glad you enjoyed Doug! Wonder if ABSCI was using the "generative AI drug creation company" prior to the emergence of ChatGPT hype? This one didn't make it into this piece but noted for the next catch up on the AI drug discovery niche. We covered a few small ones this time around just to show that size does matter when you're a drug developer. Great to hear you are properly diversified for what appear to be quite risky investments. As someone once said, "if it's the next Microsoft, all I need is a little - if it's not, glad I only invested a little." Not that we advocate taking a "find the next Microsoft" approach. ;)
Thanks again, always value your analysis and insight. Just wondering what’s your opinion on Certara or similar companies? From what I understand, it accelerates drug trial process via biosimulation. Seems like a tail wind for drug discovery companies if they succeed
Hi Joe. Have you looked at pick and shovels companies in this space, I.e. clinical trial contract research companies? They get paid whether drug candidates bomb or not. Limited upside, but some risk management there. Am looking into $MEDP etc. A thought...
Well, what we're looking for here is to leverage the power of AI to discover perfect drugs that get approved faster and treat more effectively. That value add won't be realized by the contract research companies (they don't care if the compound was discovered by AI or not), unless they start using AI very effectively in their own organizations (not just lip service). We haven't looked at that angle, but it's on our radar now. Good comment Tafadzwa.
You should do a video or article breakdown on the companies that make the equipment which these popping bubble biotech companies need to use. Because that stuff is going to remain relatively stable even as these firms rise and fall. I got to thinking about this because I worked at a Life Sciences lab during my undergraduate, and one professor told me that the university had just bought this 100 million dollar machine whose lenses were then bought by a contract which Canon, which would have made the machine cost maybe 10,000 dollars. I'm actually not sure that story relates to my comment, but when it comes to biotech, as someone not directly involved in research I am just lost, so I usually go with ETFs. (I know this is sort of an old video so hopefully you see this comment)
We see all comments and respond to all of them ;) This brings up the name Thermo Fisher, a stock our Premium subscribers have asked us to cover. It may be an article of video. Stay tuned, and thank you for the suggestion!
Do you have some valuation metrics to back up those numbers? When we give price targets we need to provide our audience with reasoning leading to them. :)
Thank you for the kind words! We always recommend that people read (watch) our content for a while before becoming a Premium subscriber so they understand what we're all about (helping people become better investors, not cramming a bunch of stocks down their throats like so many others do). Here's info on our Premium offering where you can join 1000s of people in their journey to create wealth by being better investors. www.nanalyze.com/become-a-nanalyze-premium-subscriber/
Once again, a very good video! (We are used to with nanalyze team) I agree with the fact the next milestone will be a marketed drug. We shouldn’t wait too long before it happens. Anyway that’s an interesting field with a lot of potential.
We invest in companies, not stocks. That's still a very small company, well below our threshold of $1 billion, though we'll probably include them in the next update we do on this topic.
If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your portfolio in her prayers this evening. 🔮
ua-cam.com/users/nanalyze
Done
Good content as always! What's your view on Schrodingers stock value at the moment?
That's a great question on valuation. The presenter should have touched on that because simple valuation ratio works for $SDGR. Right now its around 16 (3571 / 228 | market cap / annualized revenues) so that's a bit high (our catalog average is 6.5). We wouldn't invest in anything over 20, so yes, it's starting to get rich for us.
Just stumbled onto your channel I’ve been looking into ai for a while. I think the way you described ai efficiency with drugs could be a game changer.
It can, but a lot of hype surrounds the potential. It's why we need to see more success stories that help prove the concept.
Thanks for covering. Subbed
Thanks for the sub!
Quality content as always. I appreciate the time you put into this, and thanks for opening our minds.
Really glad you appreciate the work that goes into these videos!
Great job 👏 Joe .
I have Abcellera & Recursion , both less than 1 % of my Portfolio
Also I have ABSCI which would not be on your radar due to its low market capitalization of 140 million
Bought all three of these at or near their 52 week lows
Glad you enjoyed Doug! Wonder if ABSCI was using the "generative AI drug creation company" prior to the emergence of ChatGPT hype? This one didn't make it into this piece but noted for the next catch up on the AI drug discovery niche. We covered a few small ones this time around just to show that size does matter when you're a drug developer. Great to hear you are properly diversified for what appear to be quite risky investments. As someone once said, "if it's the next Microsoft, all I need is a little - if it's not, glad I only invested a little." Not that we advocate taking a "find the next Microsoft" approach. ;)
ABSCI Market Cap is now $336.44M X3.
Glad you mentioned Lantern Pharma!
Make no mistake, that tiny company is not something we would touch with a ten-foot pole.
Thanks again, always value your analysis and insight. Just wondering what’s your opinion on Certara or similar companies? From what I understand, it accelerates drug trial process via biosimulation. Seems like a tail wind for drug discovery companies if they succeed
Really glad to hear such positive feedback, thank you! Here's our piece on Certara: www.nanalyze.com/2023/04/certara-stock-biosimulation/
I’d say that ABCL’s COVID antibodies already show the validity of their AI platform even if it didn’t get formal FDA approval. It worked.
The formal FDA approval process is a majority of the battle when it comes to bringing new drugs to market.
Take a look at what Biostrand is doing in terms of AI discovery. Not 1B marketcap, but their tech is making waves.
Someone brought this up on Twitter. Way way too small to be on our radar.
Looks like it's being pumped too by multiple "50 bagger" muppets. HUGE red flag.
Best channel ever 🎉
Thank you very much!
Hi Joe. Have you looked at pick and shovels companies in this space, I.e. clinical trial contract research companies?
They get paid whether drug candidates bomb or not. Limited upside, but some risk management there. Am looking into $MEDP etc. A thought...
Well, what we're looking for here is to leverage the power of AI to discover perfect drugs that get approved faster and treat more effectively. That value add won't be realized by the contract research companies (they don't care if the compound was discovered by AI or not), unless they start using AI very effectively in their own organizations (not just lip service). We haven't looked at that angle, but it's on our radar now. Good comment Tafadzwa.
You should do a video or article breakdown on the companies that make the equipment which these popping bubble biotech companies need to use. Because that stuff is going to remain relatively stable even as these firms rise and fall.
I got to thinking about this because I worked at a Life Sciences lab during my undergraduate, and one professor told me that the university had just bought this 100 million dollar machine whose lenses were then bought by a contract which Canon, which would have made the machine cost maybe 10,000 dollars. I'm actually not sure that story relates to my comment, but when it comes to biotech, as someone not directly involved in research I am just lost, so I usually go with ETFs.
(I know this is sort of an old video so hopefully you see this comment)
We see all comments and respond to all of them ;) This brings up the name Thermo Fisher, a stock our Premium subscribers have asked us to cover. It may be an article of video. Stay tuned, and thank you for the suggestion!
Thanks for the work!
What about bico? Looks like it 's all about the future, but the past has been rough fot the stock
You are quite welcome! While not AI drug discovery, we do follow BICO. Our last piece is here: www.nanalyze.com/2023/02/bico-group-stock-plummets/
$RXRX (recursion) is too expensive now, but it’s a good buy around 4.00-4.20
Do you have some valuation metrics to back up those numbers? When we give price targets we need to provide our audience with reasoning leading to them. :)
Amazing analysis, you are the best. Please guide me how I can be a premium member.
Thank you for the kind words! We always recommend that people read (watch) our content for a while before becoming a Premium subscriber so they understand what we're all about (helping people become better investors, not cramming a bunch of stocks down their throats like so many others do). Here's info on our Premium offering where you can join 1000s of people in their journey to create wealth by being better investors. www.nanalyze.com/become-a-nanalyze-premium-subscriber/
Recursion looks like the no brainer choice
There is no such thing in investing except perhaps broad market ETFs
Once again, a very good video!
(We are used to with nanalyze team)
I agree with the fact the next milestone will be a marketed drug.
We shouldn’t wait too long before it happens.
Anyway that’s an interesting field with a lot of potential.
Really appreciate the support. Yes, that's the milestone we're waiting for!
Where is Absci Corporation? ABSCI Market Cap is now $336.44M!
We invest in companies, not stocks. That's still a very small company, well below our threshold of $1 billion, though we'll probably include them in the next update we do on this topic.
@@Nanalyze great thanks
Abcellera Biologics is the best. Nobody else comes close
Vague statements like this are useless. Can you please expound on exactly why you have that opinion?