Non trovato

2Anno·

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 Commenti

Lucrash@KapriolenCapital

2Anno

Why do the dullis list a place like Twilio under AI lmao Intuitive Surgical sounds nice

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SharkAce@SharkAce

2Anno

@KapriolenSonne "connect AI with the cloud" is all they say about it😂

Probably needed one more share to make a top 10

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Lorena@Lorena

2Anno

@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 🤷🏻‍♀️😰

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Lucrash@KapriolenCapital

2Anno

@Lorena I've just seen that some of them are already in use in Germany 👀

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Ulli@TheRealUlli

2Anno

@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.

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SharkAce@SharkAce

2Anno

@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.

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Ulli@TheRealUlli

2Anno

@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.

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Ulli@TheRealUlli

2Anno

@SharkAce What are you currently looking for? A long-term investment or a hype like what happened with BioNTech?

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SharkAce@SharkAce

2Anno

@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 :)

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Ulli@TheRealUlli

2Anno

@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

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SharkAce@SharkAce

2Anno

@TheRealAurora I come across Thermo Fisher again and again. I think they are somehow represented everywhere in the healthcare sector

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Ulli@TheRealUlli

2Anno

@SharkAce Yes, they have a very broad portfolio

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SharkAce@SharkAce

2Anno

@TheRealAurora would definitely be the more "relaxed" alternative :D

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SharkAce@SharkAce

2Anno

@Lorena @ShovelStocks You are our health experts here :D Do you have an opinion on them?

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2Anno

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Lorena@Lorena

2Anno

@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 🦍

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SharkAce@SharkAce

2Anno

@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🙏🏽

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SharkAce@SharkAce

2Anno

@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

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Lucrash@KapriolenCapital

2Anno

@SharkAce Have I heard tech? I'm in 🤡

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SharkAce@SharkAce

2Anno

@KapriolenSonne Tech/health, 70% market share, future-oriented, do some stupid shit and no dividend... what more could you want xD

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Lucrash@KapriolenCapital

2Anno

@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 😅

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SharkAce@SharkAce

2Anno

@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.

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