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From: Paul H. Christiansen3/7/2020 9:15:03 AM
   of 992
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
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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 992
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
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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
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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
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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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From: Paul H. Christiansen8/25/2020 10:37:35 AM
   of 992
Recently read that GrowGeneration (GRWG) was the victim of a negative report issued by Hindenburg Research, a research firm that specializes and discovering negative news about companies, such news being a tremendous benefit to short-sellers.

Not sure what the current negative news might be but suspect that it has something to do with CEO Michael Salaman’s prior involvement with Skinny Nutritional, where he was CEO and President from 2000 to 2014 – over six years ago. It would seem that whatever the problems were, remedial action should have occurred since then.

All of that notwithstanding, what seems to be overlooked by Hindenburg is the revenue growth achieved by GRWG, as illustrated below. There are very few companies that can consistently achieve 100% year-over-year quarterly revenue growth. Admittedly, at some point in the future that rate of growth will have to diminish, but according to the GRWG earnings transcript, that is not likely to occur in their next quarterly report.

Select here for the GRWG quarterly revenue growth chart.

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From: Paul H. Christiansen12/12/2020 10:16:32 AM
1 Recommendation   of 992
Two stocks that offer investors with the potential for long-term capital gains are Palantir (PLTR) and (AI), both of which are deeply immersed in the pervasive digital transformation.

Each stock had a recent IPO, so there has been limited analysis by Wall Street analysts. However, reading their S-1 files submitted to the SEC can provide some very useful information.

Select here for a brief explanation of The Palantir Difference

Select here for a brief explanation of the Extensive Partner Ecosystem,

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From: Paul H. Christiansen12/15/2020 12:28:00 PM
1 Recommendation   of 992
Select here for what investors can learn from’s Go-to-Market Strategy

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To: Paul H. Christiansen who wrote (966)12/16/2020 12:14:31 PM
From: Frank Sully
   of 992
I bought at about $106. Currently trading at $114. To the Moon , Alice! Cheers, Sully

This month’s hottest IPO isn’t DoorDash or Airbnb — it’s artificial-intelligence company
Tom Siebel’s company has an enormous market for democratizing artificial intelligence.

The most recent flurry of IPOs included two of this year’s most anticipated: DoorDash DASH, 1.83% and Airbnb ABNB, 11.67%.

The companies certainly didn’t disappoint coming out the gate, especially if you were an early investor, as DoorDash and Airbnb soared 85% and 112%, respectively, on their opening day of trading. Pundits and analysts were left befuddled, and the prices of each have slipped in the meantime.

An initial public offering that was overlooked during that time was AI, 12.19%. Shares of the Redwood City, Calif., company sit well over double the set price. is the more interesting company that debuted last week. Its work over the past decade to democratize artificial intelligence (AI) for enterprise has real promise, and there is evidence through its early partnerships and customer success that it could lead to significant and stable growth. The company is led by CEO Tom Siebel, who had the same position at Siebel Systems, which was purchased by Oracle ORCL, 1.76% in 2006. The 68-year-old billionaire founded the company in 2009.

B2B applications Artificial Intelligence is a popular buzz word that has infiltrated many of our lives through everything from Siri on our Apple AAPL, -0.10% iPhones to powerful recommender engines that help us find products and services on Amazon AMZN, 2.01%. The consumer applications have created greater awareness to AI for many of us, but there is a bigger AI opportunity brewing in business-to-business (B2B) enterprise applications. AI to help banks better understand customer churn, identify fraud and deploy predictive revenue models. To help oil and gas companies predict maintenance requirements to proactively identify failures before they happen. And to help health-care providers improve health outcomes, reduce care costs and improve patient experience.’s offerings are designed to democratize at scale all of those scenarios and others in aerospace and defense, telecommunications, retail, utilities and more. The AI Suite, which is the company’s core technology, is designed to sharply reduce the time to value in using AI in the enterprise. It functions as a software as a service (SaaS) application, and while it has deep partnership integration with Microsoft MSFT, 2.31% and Adobe ADBE, 1.50%, it can be flexibly deployed on Amazon’s AWS, IBM IBM, -0.21% Cloud, Google GOOG, -0.17% Cloud and/or on-premise.

50 million businesses The outcome of its significant R&D investment is a powerful enterprise AI footprint that delivers more than 1.1 billion predictions a day using more than 4.8 million machine-learning models that the company has in production. Moreover, according to, these predictions and models touch more than 50 million businesses on a daily basis.

Beyond technology partners, has also been able to apply its model-driven architecture to win a diverse group of marquis customers across a vast set of industries, with an average deal size in 2020 at over $12.1 million. This includes Royal Dutch Shell RDS.A, 0.95%, Astra Zeneca AZN, 1.82%, Baker Hughes BKR, -1.52%, Raytheon Technologies RTX, -0.41% and the U.S. Air Force. Customer expansion yielded a healthy 71% year-over-year growth rate for in its fiscal 2020 totaling $157 million, and an average growth rate over the past three fiscal years of 69%.

Perhaps what is more exciting is the market potential for as the proliferation of AI continues to accelerate. According to the company’s S1 filling, it estimates its total addressable market (TAM) at $174 billion this year, growing to $271 billion by 2024. Specifically, the company sees itself participating in the $44 billion enterprise AI software market, the $63 billion enterprise infrastructure software market and the $93 billion enterprise application market.

Streamlining data Those markets are converging rapidly with AI capabilities being a critical connector. Many companies will be seeking tools and technologies that can shorten the difficult process of managing vast data repositories, software tools and infrastructure complexities.’s architecture is designed to streamline this process and considerably shorten the enterprise challenge of applying AI to solve complex business problems.

Of course, the road for will have its share of challenges. Large enterprise software and infrastructure providers like SAP SAP, 1.90%, Salesforce CRM, 1.00% and Oracle ORCL, 1.75%, to name a few, are all working diligently to apply greater AI capabilities to exponential data to deliver next-generation insights for enterprise customers. This massive market opportunity isn’t a secret, by any means. However, with the flexible architecture of, there is also an argument that many enterprise software platforms, much like Adobe and Microsoft already have, could see as complementary and as a vehicle to speed customer adoption of industry-specific AI capabilities.

What perhaps was most evident to me, after watching last week’s IPO frenzy, is it didn’t take a sophisticated AI model to see the potential of

Daniel Newman is the principal analyst at? Futurum Research, which provides or has provided research, analysis, advising, and/or consulting to Microsoft, Amazon, IBM, SAP, Oracle, and dozens of companies in the tech and digital industries. Neither he nor his firm holds any equity positions with any companies cited. Follow him on Twitter? @danielnewmanUV.

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