Gene Editing Emerges From the Lab
Editas, CRISPR Therapeutics and Intellia blast out of long consolidations as prominent tech fund manager argues their efforts to cure disease will outpace Tesla in public value
Author:
Dec 22, 2020
Editas, CRISPR Therapeutics and Intellia blast out of long consolidations as prominent tech fund manager argues their efforts to cure disease will outpace Tesla in public value
(Veteran tech columnist Jon Markman publishes Strategic Advantage, a guide to investing in the great digital transformation of business and society. Click here for a two-week trial.)
Editas ( (
) shot to new highs Monday as a fund manager with a really hot hand extolled the virtues of gene editing.
Maxar Set to Blast as Space Platform
Geospatial imaging pioneer is emerging from years of neglect to be a key player in the transformation of space from communications platform to photo-realistic surveillance
Author:
Dec 21, 2020
Geospatial imaging pioneer is emerging from years of neglect to be a key player in the transformation of space from communications platform to photo-realistic surveillance
(Veteran tech columnist Jon Markman publishes Strategic Advantage, a guide to investing in the great digital transformation of business and society. Click here for a two-week trial.)
During the past two weeks SpaceX, a commercial aerospace company, has successfully launched, landed and tested three separate rockets. Two of these vehicles put new satellites into orbit.
SailPoint Protects Against Bad Bots
Relentless hackers are tearing most cybersecurity efforts to shreds. But SailPoint Tech is one of the few good guys that has figured out how to deep-six malicious bots.
Author:
Dec 18, 2020
Relentless hackers are tearing most cybersecurity efforts to shreds. But SailPoint Tech is one of the few good guys that has figured out how to deep-six malicious bots.
(Veteran tech columnist Jon Markman publishes Strategic Advantage, a guide to investing in the great digital transformation of society. Click here for a two-week trial.)
As more of commerce and government move online, cybersecurity has become obligatory yet it has been hit and miss for investors.
Facebook Will Survive Privacy Attack
The war between Facebook and Apple over advertising transparency is heating up again and the social media giant is likely to win as consumers favor convenience over privacy.
Author:
Dec 16, 2020
The war between Facebook and Apple over advertising transparency is heating up again and the social media giant is likely to win as consumers favor convenience over privacy.
(Veteran tech columnist Jon Markman publishes Strategic Advantage, a popular guide to investing in the great digital transformation of business and society. Click here for a free two-week trial.)
The long cold war between
Apple ( (
It means many healthcare businesses are dramatically underpriced. Let me explain.
Most modern drug therapies are based on scientists manipulating amino acids to make proteins. As the proteins develop they fold into extremely specific shapes that define their function. Prior to AlphaFold, the DeepMind algorithm, there was no way to reliably predict what 3D shape these proteins would form. This is why investing in biotechnology carries so much risk. Developing new molecular medicines is largely hit or miss.
In theory AlphaFold erases the misses. It’s like a cheat sheet. With further computation, researchers at pharma and biotech companies should be able to reliably develop proteins for specific functions. It means faster, cheaper drug discovery with much less risk.