image de profil
@Lorena @ShovelStocks You are our health experts here :D Do you have an opinion on them?
Utilisateur supprimé
2Année
Le commentaire a été supprimé
image de profil
@SharkAce Health expert Yes for sure 😵‍💫😵‍💫😵‍💫
I also find DNA sequencing very exciting. $TMO has half a leg up in terms of consumables 🌝
But Illumina has a monopoly, but it's very expensive. You'd have to see to what extent they have a good moat and whether the competition is cheaper. I don't know any more than that 🦍
1
image de profil
@ShovelStocks hö then the old posts don't load for me... I had a special look 😅 only see 6 posts about it.

Yes, I also discovered the situation with Grail earlier haha very strange behavior from them 😂

Thanks to you! I'll keep an eye on them and check back soon reinlesen🙏🏽
image de profil
@Lorena they supposedly have 70% market share 😵‍💫

Really exciting at first glance. I'll keep an eye on them. I'd like to get my hands on a tech/healthcare share

Thank you
1
image de profil
@SharkAce Have I heard tech? I'm in 🤡
1
image de profil
@KapriolenSonne Tech/health, 70% market share, future-oriented, do some stupid shit and no dividend... what more could you want xD
1
image de profil
@SharkAce Oh man, but they really aren't cheap. And at some point, every hospital will have installed the ones they can afford. Even if robots are cool, this place isn't 😅
2
image de profil
@KapriolenSonne It depends on what innovations they can come up with and to what extent they can get their customers to upgrade, etc.

I'll have a look at them sometime :D The management board sometimes makes strange moves.