LoginSignup
image de profil
SharkAce
@SharkAce
2Année·

Name and field of activity sounds like something out of a movie where the world ends... I like


"Ilumina (ISIN: US4523271090 - symbol: ILMN -currency: USD) is the undisputed market leader in automated sequencing machines for genetic research. The devices enable DNA sequences to be analyzed, for example from the human genome or from viruses such as the Corona virus. This also plays an important role in the development of personalized medicine. After analyzing the genetic, molecular and cellular characteristics (the so-called "biomarkers"), an individual therapy is developed for each patient with different use of drugs. In this way, cancer cells or HIV viruses, for example, can be efficiently combated. Illumina's customers include biotech and pharmaceutical companies, universities, laboratories and research centers, for example."


https://www.lynxbroker.de/boerse/boerse-kurse/aktien/die-besten-aktien/die-10-besten-artificial-intelligence-aktien/

22 Commentaires
image de profil
Lucrash@KapriolenCapital
2Année
Why do the dullis list a place like Twilio under AI lmao Intuitive Surgical sounds nice
•
1
•
image de profil
SharkAce@SharkAce
2Année
@KapriolenSonne "connect AI with the cloud" is all they say about it😂

Probably needed one more share to make a top 10
•
1
•
image de profil
Lorena@Lorena
2Année
@KapriolenSonne $ISRG I also find it subba, only Da Vinci is so expensive and I'm therefore curious to see whether it will also catch on in other markets and not just in the fat USA hospitals and co. share also fully expensive grad 🤷🏻‍♀️😰
•
1
•
image de profil
Lucrash@KapriolenCapital
2Année
@Lorena I've just seen that some of them are already in use in Germany 👀
•
1
•
image de profil
Ulli@TheRealUlli
2Année
@SharkAce I have worked with several Illumina products and instruments. They are definitely the market leader for next gen sequencing of relatively short pieces of DNA. I expect further growth, but the big boom is long gone, because the technology is no longer new.
•
1
•
image de profil
SharkAce@SharkAce
2Année
@TheRealAurora Is there anything stopping you from investing?

It's not so easy to find the "right" share in the biotech sector. I find Illumina and USB SA very interesting purely in terms of their field of activity. But at the moment I don't have the time to read more about them.
••
image de profil
Ulli@TheRealUlli
2Année
@SharkAce I am put off by the price and I assume that the value will increase, but the company will either have to develop a new method or buy up other companies in order not to go under. Because at some point this one method will become technically obsolete. Maybe that will happen in 20 years. Or in two - I can't say. In my opinion, Illumina needs a second mainstay to remain relevant in the long term. Until I see that, I won't invest.
•
1
•
image de profil
Ulli@TheRealUlli
2Année
@SharkAce What are you currently looking for? A long-term investment or a hype like what happened with BioNTech?
••
image de profil
SharkAce@SharkAce
2Année
@TheRealAurora thanks for your assessment :)

No, I'm not really interested in any hype. I would like to position myself in the bio tech sector with a single share and came across these two while browsing. I find neurology and DNA sequencing very exciting. But I won't make an investment until I'm more deeply involved in the subject :)
••
image de profil
Ulli@TheRealUlli
2Année
@SharkAce There is long-term growth at Merck and Thermo Fisher. Both companies have acquired several companies and divisions in recent decades. Another (German) company is QIAGEN, but it is smaller
••
image de profil
SharkAce@SharkAce
2Année
@TheRealAurora I come across Thermo Fisher again and again. I think they are somehow represented everywhere in the healthcare sector
••
image de profil
Ulli@TheRealUlli
2Année
@SharkAce Yes, they have a very broad portfolio
••
image de profil
SharkAce@SharkAce
2Année
@TheRealAurora would definitely be the more "relaxed" alternative :D
••
image de profil
SharkAce@SharkAce
2Année
@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
Lorena@Lorena
2Année
@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
SharkAce@SharkAce
2Année
@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
SharkAce@SharkAce
2Année
@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
Lucrash@KapriolenCapital
2Année
@SharkAce Have I heard tech? I'm in 🤡
•
1
•
image de profil
SharkAce@SharkAce
2Année
@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
Lucrash@KapriolenCapital
2Année
@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
SharkAce@SharkAce
2Année
@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.
••
Voir une réponse de plus
Participez à la conversation
S'inscrireConnexion