If you're a biotech investor, you've probably heard of both Recursion Pharmaceuticals (NASDAQ: RXRX) and CRISPR Therapeutics, (NASDAQ: CRSP) two of the most followed biotechs this year. Both companies ...
RXRX is advancing fibrosis, oncology, and neuroscience treatments via major pharma collaborations. Deals with Bayer, Roche, Sanofi, and Merck offer multi-billion milestone and royalty opportunities.
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the right price. For example, although Amazon.com made losses for many years after ...
Two AI-driven disruptors, one biotech-focused, one software-first, post double-digit growth but diverge sharply on risk, cash flow, and valuation.
For years, drug developers that apply artificial intelligence (AI) have touted the benefits of the technology—the prospect of speedier development of new treatments at lower cost, thus reducing the ...
Hello, everyone, and welcome to this next session on the final day of the 28th Annual Needham Growth Conference. I'm Ryan MacDonald, and I lead Needham's Healthcare Technology research efforts. And in ...
Recursion is near the start of its growth story. In case you're not familiar, its business has three segments, but only two have any chance of yielding revenue in the near term. The company's ...