Buy The Most Promising Name In Medicine By Far
Ok.
I get it.
Right now it doesn't seem like a good time to be buying equities given the amount of anxiety inducing news floating around. Opening Bloomberg in the morning quickly becomes a stomach churning mess as loud headlines blare about the President's precarious health situation and the FBI preparing for election day unrest. But here's the thing - the gap between cyberspace and reality has never been greater. Things are ok! Go for a walk. Talk to your neighbor. Life is good! Cook yourself some food.
Now that you're relaxed, take a look at what the market has on offer right now: SDGR at a huge discount. This company is easily one of the most promising names in all of medicine, and their product isn't even confined to that sector. It has other potential applications. The addressable market for this product is huge! This is some Jetsons-style tech right here!
But wait. Relax. What does this company do again? In short, the company makes a software product that uses artificial intelligence and machine learning in order to accelerate the discovery and testing of drug molecules. It allows scientists and researchers to comb through exponentially more molecules that could potentially turn into drugs that treat and cure diseases. Traditionally, drug discovery - the process I just described, is incredibly slow, labor intensive, and expensive, and SDGR's product makes the process cheaper, faster, and more productive. It shouldn't be hard to visualize how big of a deal this is - it's a quantum leap in drug research/discovery and will prove to be a boon to both humanity AND SDGR's top and bottom line. Capitalism at its finest! I imagine that SDGR's software will become the 'operating system' of most drug discovery processes at pharma big and small within the next 5 years. That's a huge opportunity.
But wait, there's more. The same platform can also be used by materials scientists in order to research the cheaper, stronger, and lighter materials of tomorrow - with applications in infrastructure, transportation, construction, engineering, mining, and more. Anything that deals with materials science directly or the built environment in any way is an addressable market for this product. A.I. - enhanced research in this field should prove to be a massive boost to current research, and SDGR's product will be right at the center of future advances in this field.
Typically, this software platform should excite the heck out of investors as revenues / EPS are set to grow exponentially on the back of increasing adoption and improved product visibility. Revenues are already projected to grow over 100% over the next 2 fiscal years and the company trades at a healthy valuation. However, this company has a hidden gem: it's own, in-house drug discovery unit.
That's right. The company that makes the platform thought to itself: "Huh. Our product is so good that we could use it ourselves and start our own mini-biotechnology company with our own resources!". Thus spawned SDGR's drug discovery unit. The unit benefits from being the most well-acquainted with it's own software platform, and has already inked development agreements with HUGE players in the space, like TMO and TWST. This is huge, and could prove to pay dividends well into the period following the software's exponential growth - powering increasing revenues and widening margins well into the future. I simply cannot say enough good things about this company.
Risks involve competition in the space and general market volatility, but I tend to see this company's platform as inevitable and without challenger for a good long while, and market fluctuation is inevitable. Buy some now during this pullback so you don't kick yourself in 5 years' time.
I get it.
Right now it doesn't seem like a good time to be buying equities given the amount of anxiety inducing news floating around. Opening Bloomberg in the morning quickly becomes a stomach churning mess as loud headlines blare about the President's precarious health situation and the FBI preparing for election day unrest. But here's the thing - the gap between cyberspace and reality has never been greater. Things are ok! Go for a walk. Talk to your neighbor. Life is good! Cook yourself some food.
Now that you're relaxed, take a look at what the market has on offer right now: SDGR at a huge discount. This company is easily one of the most promising names in all of medicine, and their product isn't even confined to that sector. It has other potential applications. The addressable market for this product is huge! This is some Jetsons-style tech right here!
But wait. Relax. What does this company do again? In short, the company makes a software product that uses artificial intelligence and machine learning in order to accelerate the discovery and testing of drug molecules. It allows scientists and researchers to comb through exponentially more molecules that could potentially turn into drugs that treat and cure diseases. Traditionally, drug discovery - the process I just described, is incredibly slow, labor intensive, and expensive, and SDGR's product makes the process cheaper, faster, and more productive. It shouldn't be hard to visualize how big of a deal this is - it's a quantum leap in drug research/discovery and will prove to be a boon to both humanity AND SDGR's top and bottom line. Capitalism at its finest! I imagine that SDGR's software will become the 'operating system' of most drug discovery processes at pharma big and small within the next 5 years. That's a huge opportunity.
But wait, there's more. The same platform can also be used by materials scientists in order to research the cheaper, stronger, and lighter materials of tomorrow - with applications in infrastructure, transportation, construction, engineering, mining, and more. Anything that deals with materials science directly or the built environment in any way is an addressable market for this product. A.I. - enhanced research in this field should prove to be a massive boost to current research, and SDGR's product will be right at the center of future advances in this field.
Typically, this software platform should excite the heck out of investors as revenues / EPS are set to grow exponentially on the back of increasing adoption and improved product visibility. Revenues are already projected to grow over 100% over the next 2 fiscal years and the company trades at a healthy valuation. However, this company has a hidden gem: it's own, in-house drug discovery unit.
That's right. The company that makes the platform thought to itself: "Huh. Our product is so good that we could use it ourselves and start our own mini-biotechnology company with our own resources!". Thus spawned SDGR's drug discovery unit. The unit benefits from being the most well-acquainted with it's own software platform, and has already inked development agreements with HUGE players in the space, like TMO and TWST. This is huge, and could prove to pay dividends well into the period following the software's exponential growth - powering increasing revenues and widening margins well into the future. I simply cannot say enough good things about this company.
Risks involve competition in the space and general market volatility, but I tend to see this company's platform as inevitable and without challenger for a good long while, and market fluctuation is inevitable. Buy some now during this pullback so you don't kick yourself in 5 years' time.
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