I wrote up $BDSX / Biodesix, a small cap diagnostics company with a best in class lung cancer test (Link in bio). Last quarter BDSX grew revenues 35%, with 82% gross margins and ASPs over $1200 (strong for diagnostics). Yet it trades at under 3x revenue. There is also a
If you want to quickly get up to speed on the AI biopharma spot, my Substack on the topic might be a good read. And it's free, like always: https://t.co/avcy85JBIK
"Tempus has some advantages, and with Caris running a little faster lately, I think the two spots have become closer
My write up of $QTRX / Quanterix is now available on Substack, link in bio.
I'm something of an optimistic bagholder, so when a company nukes 40% on earnings, I tend to autistically study every last detail of the spot rather than just picking something better (for better or
Not great $QTRX result though I bought a little more and will wait to see what happens with the Lucent Alzheimer’s test which I see as the main upside story.
lol closed the $TEM long yesterday and just let the $PSNL ride (basically $TEM now) cos have so much other stuff in the biodiagnostics space ($XGN, $QTRX, $PSNL, $CAI ramping up), and its like 35% of net, immediately punished T_T
Great spot still but i will wait 30 days and then
well, I have been a big $GOOG bull for a while, but I bought when people were saying they were an AI loser but Jeff Dean and Noam Shazeer were on Dwarkesh Podcast (https://t.co/0XnMVhIqmW) and it was like "LOL these two are not going to lose AI".
But both have left now. They did
