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From: Paul H. Christiansen2/26/2020 4:08:02 PM
   of 965
 
Buyer Beware: Why Retailers Should Think Hard About Amazon ‘Go’ Partnerships

Amazon is angling to become a toll collector on physical retail just as it is in e-commerce, with its vast marketplace that outside merchants access for a fee. But brick-and-mortar retailers may want to approach Amazon’s latest idea with caution.

As Amazon on Tuesday unveiled in Seattle its biggest Amazon Go outlet—grocery stores equipped with technology that eliminates the need for cashiers—The Information confirmed a Wall Street Journal report that the e-commerce giant was considering licensing the Go technology to other retailers. That could extend its tentacles throughout the brick-and-mortar landscape. Such a move could elevate the Go technology from its current experimental status into a money-making business.

Read More - $ The Information


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From: Paul H. Christiansen2/28/2020 11:40:36 AM
1 Recommendation   of 965
 
How to Battle an Epidemic? Digitize Its DNA and Share It With the World

A nightmarish scene was burnt into my memory nearly two decades ago: Changainjie, Beijing’s normally chaotic “fifth avenue,” desolate without a sign of life. Schools shut, subways empty, people terrified to leave their homes. Every night the state TV channels reported new cases and new deaths. All the while, we had to face a chilling truth: the coronavirus, SARS, was so novel that no one understood how it spread or how to effectively treat it. No vaccines were in sight. In the end, it killed nearly 1,000 people.

It’s impossible not to draw parallels between SARS and the new coronavirus outbreak, COVID-19, that’s been ravaging China and spreading globally. Yet the response to the two epidemics also starkly highlights how far biotech and global collaborations have evolved in the past two decades. Advances in genetic sequencing technologies, synthetic biology, and open science are reshaping how we deal with potential global pandemics. In a way, the two epidemics hold up a mirror to science itself, reflecting both technological progress and a shift in ethos towards collaboration.

Read More – Singularity Hub

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From: Paul H. Christiansen3/4/2020 9:50:05 AM
1 Recommendation   of 965
 
Industrial giant Honeywell says it’s built the world’s best quantum computer

Honeywell, a US company best known for its home thermostats, has announced that it has built the world’s most powerful quantum computer. While all eyes were on IBM and Google, which last year knocked heads over quantum supremacy, Honeywell has been working quietly on quantum tech that it plans to make available to clients via the internet in the next three months.

How it works: Most quantum computers, including those being developed by IBM and Google, are built around superconducting qubits, which use supercooled circuits. Honeywell’s quantum computer uses a different technology, called ion traps, which hold ions—the computer’s qubits—in place with electromagnetic fields. Superconducting quantum chips are faster, but ion traps are more accurate and hold their quantum state for longer.

Read More - $ MIT Technology Review

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From: Paul H. Christiansen3/4/2020 12:33:18 PM
   of 965
 
The Coming Tech Boom of the Fourth Quarter

I spent the early part of my week talking to ODM’s (An original design manufacturer (ODM) is a company that designs and manufactures a product, as specified, that is eventually rebranded by another firm for sale.), and PC makers to gauge how they see their market demands changing over this year. As you can imagine, all say that because of the closing or slowdown of manufacturing facilities due to the COVID-19 Virus during the first half of this year, it will have a ripple effect during Q1 and Q2 on sales and earnings. Both groups are pretty much writing off the first two quarters as ODM’s can’t make enough products to meet current PC demand.

All PC makers have millions of dollars of PC orders they can’t fill, and many of the new smartphones that would come out in the first half of 2019 will be supply constrained through the summer. The PC makers also have a double whammy in that Intel, starting last fall, was unable to meet their demands for specific processors. Even though many turned to AMD to help fill some demand, PC orders in Q 4 of 2019 could not be filled in many cases.

Read More - $ Think.tank

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From: Paul H. Christiansen3/7/2020 9:15:03 AM
   of 965
 
Google DeepMind’s effort on COVID-19 coronavirus rests on the shoulders of giants

There's been a quest for sixty years to understand the structure of proteins, ever since Nobel Prize winners Max Perutz and John Kendrew in the 1950s gave the world the first glimpse of what a protein looks like.

It was that pioneering work, and the decades of research that followed, that made possible the announcement on Thursday by Google's DeepMind that it has arrived at a guess as to the structure of a handful of proteins associated with the respiratory disease known as COVID-19 that is spreading around the world.

Proteins do the vast amount of the work of organisms, and understanding the three-dimensional shape of the proteins in COVID-19 could conceivably provide a kind of blueprint of the virus behind the disease, which could conceivably aid in coming up with a vaccine. Efforts are underway around the world to determine the structure of those viral proteins, of which DeepMind's is just one effort.

Read More – ZD Net

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From: Paul H. Christiansen5/10/2020 11:26:47 AM
   of 965
 
The PlarityTE (PTE) Enigma

The Diabetic Foot Ulcer (DFU) Total Addressable Market (TAM) is projected to be $11 billion/year by 2026.

The Venus Leg Ulcer (VLU) TAM is projected to be $5 billion by 2026.

The burn TAM is projected to be $3 billion by 2026.

The TAM for these three treatments $19 billionper year.

Given the possibility that PTE’s SkinTE could become the Standard of Care for all three of these markets, let’s assume that PTE could achieve 15% annually of those markets.

That projects to $2.85 billion annual revenues.

PTE currently has a market cap of $34.9 million, with roughly 38.4 millions shares issued and outstanding.

If a larger pharmaceutical company was willing to buy PTE at a price equal to the projected revenues in 2026 ($2.85 billion) the acquisition cost would be roughly $74 per share.

The stock closed on Friday, May 8, 2020 at $0.91 per share.




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To: Paul H. Christiansen who wrote (960)5/12/2020 1:03:47 PM
From: The Ox
   of 965
 
Any thoughts on this?

PolarityTE: $13.7 million in CEO compensation

PolarityTE is “a biotechnology company developing and commercializing regenerative tissue products and biomaterials.” As of March 31, the company had $39.5 million in cash on hand. In 2018, former CEO Denver Lough was paid $13,714,337 in total compensation, including a bonus of $1,010,000. Former CFO Paul Mann’s total compensation was even bigger, $13,862,967. The company also paid former COO Eric Swanson $4,525,587.

On April 12, the company received a $3.6 million forgivable loan from the Paycheck Protection Program.

The company announced that it would cut salaries for its current executives (and all at-will employees) by 10%. But this will have little impact on their total compensation, which is mostly conveyed through stock grants and options.

But on April 16, four days after the loan, the company awarded its current COO, Richard Hague, a $165,000 cash bonus and 115,000 stock units. The value of the cash bonus, not to mention the stock grant, was many times larger than Hague’s salary reduction. On the same day, Chief Counsel Cameron Hoyler received a $125,000 bonus and 100,000 stock units. The current CEO, David Seaburg, received 315,000 stock units.

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From: Paul H. Christiansen8/12/2020 2:17:17 PM
   of 965
 
One of the sharpest declines among software stocks has been Alteryx (AYX). On July 9th - just 25-trading days ago - it hit a high of $185.75. It is currently trading at $108.22 . . . down almost 42%. A sharp decline like that triggered a search of my research files and I came up with the following, and excerpt of an interview between Tiernan Ray and Kevin Rubin, CFO of AYX:


Kevin “Data doesn’t go away. Questions around the business don’t go away. And so some of the conversation may shift from certain types of use cases in the areas of impact to more ROI and efficiency-driven discussions.

But the applicability of Alteryx in down times is probably even more, even stronger than in robust states.

And again it goes back to companies that had only been dabbling with digital transformation or data initiatives are going to find themselves in a really difficult spot as they go through whatever this recovery looks like without being able to leverage data for decision making.

Because I can tell you their competitors are. And so when you think about a competitive advantage if you’re not leveraging everything available to you to make decisions, you’re going to struggle.

I was just going to mention we have very, very low penetration, still, in what is a ginormous addressable market. Plus or minus 50 million citizen data scientists out there that we believe Alteryx addresses. We have less than 1 percent penetration today.”

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From: Paul H. Christiansen8/12/2020 3:02:15 PM
   of 965
 
LVGO - TDOC merger.

Aside from its extraordinary revenue growth, what piqued my early interest in LVGO was Glen Tullman, Founder and CEO. Prior to LVGO, Tullman was CEO of Allscripts. Based upon those 2-factors, I was able to initiate a position in LVGO in early March at a price of $25.50.

I recently read a report covering the merger of the 2-companies. It was a long report, often difficult to follow, but the last sentence truly resonated with me. It was a Tullman comment about the synergy of the 2-companies:

There’s a lot of growth and when you put it together, you now have one point three billion in revenue growing at 80%. I mean, it’s kind of pretty staggering.

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From: Paul H. Christiansen8/15/2020 1:49:48 PM
   of 965
 
Bert Hochfeld is one of my favorite research analysts. His reports are usually very comprehensive, insightful and typically quite long. Occasionally readers can come across one of two lines that succinctly capture the essence of his thoughts. For example, in a recent Fastly research report I found the following snippet:

"From my perspective, and simply put - No edge, no digital transformation. The old saw about you can't get there from here is alive and well in considering why edge is becoming such a standard paradigm - if a user wants to achieve decent performance from a new digital transformation, then the use of edge seems inevitable."

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