COMMENTS POLICY: People are expected to behave in a manner that enriches the conversation. Criticisms are strongly encouraged as long as they are presented in a civil manner. Any rude obnoxious attack-the-messenger rubbish will be given one warning. After that, comments will be removed and the individual who made them will be blocked.
Cheers for the suggestion Kin. You are right that both those firms have received a lot of attention. ChargePoint is in our research queue for a follow up article. We'll also add that to our video queue then. STEM we recently covered (link below) and we may turn that into a video as well. This suggestion has been thrown over the wall to our overworked and underpaid team of MBAs. www.nanalyze.com/2022/01/stem-inc-stock-solar-storage/
thanks for the video guys, I discovered your channel 2 days ago and is amazing what I learned from you, one question, so in terms of confidence which ones are the 3 biotech plays you are more confident about.I was thinking Schrodinger and Quanterix(but I saw your video and you pointed some red flags),maybe Recursion is one of themor ABcellera?I have some available capital an I was analizing biotech stocks and would like to know your 3 picks so I can study them and do some research on my own, because you have mostly the same thinking as me.Thanks
Hey Damian. Really glad you're finding value in our content! We don't do picks, but we do share our own holdings with Nanalyze Premium subscribers for what it's worth. We hold 36 tech stocks, seven in life sciences. Schrodinger is a good company from where we're sitting and we like Recursion and AbCellera but want to see more pipeline traction (particularly depth).
Cryogenic electron microscopy tech reminds of those divers who use up to date sonar tech to successfully find people who have vanished in locations previously searched by rescue teams 10-20+ years ago. Could this tech review established therapeutics and apply them to other medical conditions?
Thank you for the comment! Maybe someday we'll have sufficient sonar to find Malaysia Airlines Flight 370. What a mystery, eh? Established therapeutics? Perhaps. Not sure what additional use cases the tech can be used for as we barely understand it ourselves :), but it opens many new doors for the exploration of proteins! Using that along with AlphaFold sure sounds promising to explore all the proteins we could create that aren't in nature - like the vast majority of possible proteins.
Au contraire, we love the company's bold ambitious plans but question how execution is going. Please see video here: ua-cam.com/video/eBuQJCAeNfU/v-deo.html
COMMENTS POLICY: People are expected to behave in a manner that enriches the conversation. Criticisms are strongly encouraged as long as they are presented in a civil manner. Any rude obnoxious attack-the-messenger rubbish will be given one warning. After that, comments will be removed and the individual who made them will be blocked.
So thankful for your channel
Love to hear that, thank you Pran!
Thanks for you video
Is there any chance to do a video on STEM or CHPT?
Both are received a lot of attention from retail investors.
Cheers for the suggestion Kin. You are right that both those firms have received a lot of attention. ChargePoint is in our research queue for a follow up article. We'll also add that to our video queue then.
STEM we recently covered (link below) and we may turn that into a video as well. This suggestion has been thrown over the wall to our overworked and underpaid team of MBAs.
www.nanalyze.com/2022/01/stem-inc-stock-solar-storage/
thanks for the video guys, I discovered your channel 2 days ago and is amazing what I learned from you, one question, so in terms of confidence which ones are the 3 biotech plays you are more confident about.I was thinking Schrodinger and Quanterix(but I saw your video and you pointed some red flags),maybe Recursion is one of themor ABcellera?I have some available capital an I was analizing biotech stocks and would like to know your 3 picks so I can study them and do some research on my own, because you have mostly the same thinking as me.Thanks
Hey Damian. Really glad you're finding value in our content! We don't do picks, but we do share our own holdings with Nanalyze Premium subscribers for what it's worth. We hold 36 tech stocks, seven in life sciences. Schrodinger is a good company from where we're sitting and we like Recursion and AbCellera but want to see more pipeline traction (particularly depth).
Again, very informative. A fascinating insight into X-Ray Crystallography. Sounds promising considering emerging proteomics. Must research more :-)
Cheers for that positive feedback!
Cryogenic electron microscopy tech reminds of those divers who use up to date sonar tech to successfully find people who have vanished in locations previously searched by rescue teams 10-20+ years ago.
Could this tech review established therapeutics and apply them to other medical conditions?
Thank you for the comment! Maybe someday we'll have sufficient sonar to find Malaysia Airlines Flight 370. What a mystery, eh?
Established therapeutics? Perhaps. Not sure what additional use cases the tech can be used for as we barely understand it ourselves :), but it opens many new doors for the exploration of proteins! Using that along with AlphaFold sure sounds promising to explore all the proteins we could create that aren't in nature - like the vast majority of possible proteins.
What are your thoughts on SDSR vs RXRX?
Hello there. Here's an article for you we wrote about the subject: www.nanalyze.com/2021/09/ai-powered-drug-discovery-stocks/. Hope it helps!
I guess you really don't like Gingko Bio...
Au contraire, we love the company's bold ambitious plans but question how execution is going. Please see video here: ua-cam.com/video/eBuQJCAeNfU/v-deo.html
@@Nanalyze Thanks. Saw a different video you created that was older. The shrinking market cap is definitely playing in favor of your valuation method.