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5i Recent Questions
Q: Two companies so please go ahead and take two credits to allow for a detailed reply for each.
DMTK: Any life in this? I have always loved the idea of accurate, non-invasive skin cancer detection but this has not done well. Is there upside at current levels or is it likely to be bought out? It's hard to see how the tech is not more widely adopted by doctors.
NVCR: What happened to this one? Problem with their technology or just not producing numbers to keep Wall St. happy? Any upside given the extreme pullback?
DMTK: Any life in this? I have always loved the idea of accurate, non-invasive skin cancer detection but this has not done well. Is there upside at current levels or is it likely to be bought out? It's hard to see how the tech is not more widely adopted by doctors.
NVCR: What happened to this one? Problem with their technology or just not producing numbers to keep Wall St. happy? Any upside given the extreme pullback?
- Exact Sciences Corporation (EXAS)
- Invitae Corporation (NVTA)
- CRISPR Therapeutics AG (CRSP)
- Guardant Health Inc. (GH)
- Twist Bioscience Corporation (TWST)
- Intellia Therapeutics Inc. (NTLA)
- 10x Genomics Inc. (TXG)
- DermTech Inc (DMTK)
Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:
1. Most growth potential
2. Best overall investment
Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.
1. Most growth potential
2. Best overall investment
Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.
Q: Hello
Can I have you opinion on this company please. Thank you
Can I have you opinion on this company please. Thank you
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