"Patience is a Super Power" - "The Money is in the waiting"

Wednesday, September 25, 2024

These "Microcap" companies operate in innovative and emerging sectors, which may position them for significant growth.

 


Below is an overview of each company, their niches, and factors that could contribute to their potential expansion.

1. Ginkgo Bioworks Holdings, Inc. (NYSE: DNA)

  • Niche: Synthetic biology and cell programming.
  • Growth Factors: Ginkgo Bioworks specializes in designing custom organisms for various applications, from pharmaceuticals to industrial chemicals. The synthetic biology market is expanding due to advancements in genetic engineering and a push for sustainable solutions. Ginkgo's platform approach allows for scalability and cross-industry partnerships, which could accelerate growth.

2. TransCode Therapeutics, Inc. (NASDAQ: RNAZ)

  • Niche: RNA-targeted cancer therapeutics.
  • Growth Factors: TransCode focuses on developing treatments that target RNA in cancer cells. With the success of RNA-based therapies and vaccines, there's growing interest in this area. Effective clinical trial results could lead to significant advancements in oncology treatments.

3. D-Wave Quantum Inc. (NYSE: QBTS)

  • Niche: Quantum computing solutions.
  • Growth Factors: D-Wave is a pioneer in quantum annealing technology, offering quantum computers that solve complex optimization problems. As industries like finance, logistics, and cybersecurity seek advanced computational power, D-Wave's technology could see increased adoption.

4. IonQ, Inc. (NYSE: IONQ)

  • Niche: Trapped-ion quantum computing.
  • Growth Factors: IonQ develops quantum computers using trapped-ion technology, which is known for stability and scalability. Partnerships with major tech firms and cloud providers enhance their visibility. The burgeoning quantum computing market offers substantial growth potential.

5. Aeva Technologies, Inc. (NYSE: AEVA)

  • Niche: LiDAR and perception systems for autonomous vehicles.
  • Growth Factors: Aeva's Frequency Modulated Continuous Wave (FMCW) LiDAR technology enables high-resolution sensing at longer ranges. As autonomous vehicles edge closer to mainstream adoption, demand for advanced sensing solutions like Aeva's may increase.

6. Adaptive Biotechnologies Corp. (NASDAQ: ADPT)

  • Niche: Immune system sequencing and diagnostics.
  • Growth Factors: Adaptive Biotechnologies decodes the human immune system to develop diagnostics and therapeutics. Collaborations with companies like Microsoft to map immune responses could lead to breakthroughs in personalized medicine and diagnostics.

7. Butterfly Network, Inc. (NYSE: BFLY)

  • Niche: Portable, handheld ultrasound devices.
  • Growth Factors: Butterfly Network's devices democratize access to medical imaging by offering affordable and portable ultrasound technology. Expansion into emerging markets and integration with telemedicine platforms could drive significant growth.

8. iCAD, Inc. (NASDAQ: ICAD)

  • Niche: Medical imaging and cancer therapy solutions.
  • Growth Factors: iCAD offers AI-powered cancer detection and radiation therapy systems. With a growing emphasis on early detection and personalized treatment in oncology, their solutions may see increased demand.

9. Nano-X Imaging Ltd. (NASDAQ: NNOX)

  • Niche: Digital X-ray imaging technology.
  • Growth Factors: Nano-X aims to revolutionize medical imaging with cost-effective, digital X-ray systems. Successful regulatory approvals and scaling of production could open doors to underserved markets globally.

10. SKYX Platforms Corp. (NASDAQ: SKYX)

  • Niche: Smart home and building technologies.
  • Growth Factors: SKYX develops platforms integrating smart technologies for homes and commercial buildings. As the Internet of Things (IoT) expands, there's a growing market for integrated, smart infrastructure solutions.

11. Verses AI Inc. (TSX: VERS)

  • Niche: Artificial intelligence and spatial web technologies.
  • Growth Factors: Verses AI focuses on next-generation AI that contextualizes data in a spatial web format. Applications in logistics, manufacturing, and urban planning could drive adoption as industries seek advanced AI solutions.

12. Enovix Corporation (NASDAQ: ENVX)

  • Niche: Advanced lithium-ion battery technology.
  • Growth Factors: Enovix develops 3D silicon lithium-ion batteries with higher energy density. The surge in electric vehicles (EVs) and portable electronics fuels demand for better batteries. Partnerships with EV manufacturers could enhance growth prospects.

13. Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX)

  • Niche: AI-driven drug discovery and development.
  • Growth Factors: Recursion uses machine learning and high-throughput biology to accelerate drug discovery. By integrating technology and biology, they aim to reduce development times and costs, potentially disrupting traditional pharmaceutical R&D processes.

Factors Contributing to Potential Growth:

  • Innovation: These companies operate at the forefront of technological advancements in their fields.
  • Market Demand: Growing global challenges like healthcare needs, sustainable energy, and computational demands increase the market size.
  • Strategic Partnerships: Collaborations with established firms can provide resources, credibility, and market access.
  • Regulatory Approvals: For healthcare companies, obtaining FDA or other regulatory body approvals can significantly impact growth trajectories.

Considerations for Growth Rates:

  • Market Adoption: The speed at which industries adopt new technologies affects revenue growth.
  • Competition: Emerging markets attract competitors, which can impact market share.
  • Financial Health: Access to capital affects a company's ability to invest in R&D and scale operations.
  • Economic Conditions: Macroeconomic factors can influence investment and spending in these sectors.

Conclusion:

These companies are positioned in sectors with high growth potential due to technological innovation and increasing market needs. Their success and growth rates will largely depend on their ability to execute business strategies effectively, navigate regulatory landscapes, and respond to competitive pressures. While they may be poised for growth, it's important to consider the inherent risks associated with investing in microcap and penny stock companies, such as market volatility and liquidity concerns.

EDITORS NOTE:

We own shares in each of these dynamic microcap stocks!

RoboTaxi's are coming and the companies building them need suppliers like these microcap stocks!

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Why we like and own shares of, Royalty Pharma plc (NASDAQ: RPRX)

                                     


Investment Analysis Report: Royalty Pharma plc (NASDAQ: RPRX)

Date: September 25, 2024

Executive Summary

Royalty Pharma plc (RPRX) stands out in the pharmaceutical sector with its unique business model of acquiring pharmaceutical royalties. This approach provides diversified exposure to a broad range of therapies and mitigates risks associated with drug development. Given the company's strong financial performance up to October 2023, solid portfolio of royalty interests, and the continuous growth in the pharmaceutical industry, RPRX presents a compelling investment opportunity for investors seeking exposure to the healthcare sector.

Company Overview

Royalty Pharma plc is a leading buyer of biopharmaceutical royalties and a funder of innovation across the healthcare industry. The company collaborates with innovators from academic institutions, research hospitals, and biotechnology and pharmaceutical companies. By acquiring existing royalties and funding late-stage clinical trials and new product launches, Royalty Pharma provides capital that supports innovation in the biopharmaceutical industry.

Unique Business Model

  • Diversification of Revenue Streams: Royalty Pharma's income is derived from a diversified portfolio of royalties on over 45 marketed therapies and four development-stage product candidates. This diversification reduces reliance on any single product or partner.

  • Reduced Operational Risks: Unlike traditional pharmaceutical companies, Royalty Pharma does not engage in drug development, manufacturing, or commercialization, thereby avoiding associated operational risks and costs.

  • Strategic Partnerships: The company has established relationships with leading pharmaceutical and biotechnology companies, enhancing its ability to acquire high-quality royalty streams.

Financial Performance (Up to October 2023)

  • Revenue Growth: Royalty Pharma demonstrated consistent revenue growth, driven by strong performance of key products in its royalty portfolio.

  • Strong Cash Flow: The company's business model generates robust cash flows, supporting dividend payments and reinvestment in additional royalty acquisitions.

  • Healthy Balance Sheet: With prudent financial management, Royalty Pharma maintained a solid balance sheet, providing flexibility for future investments and acquisitions.

Key Royalty Assets

  • Blockbuster Drugs: The portfolio includes royalties on high-performing drugs such as Imbruvica, Tysabri, and Trulicity, which have shown strong sales and growth trajectories.

  • Emerging Therapies: Investments in royalties of development-stage products position the company to benefit from potential future blockbusters.

Growth Prospects

  • Pipeline Expansion: Ongoing investments in new royalties and partnerships are expected to enhance future revenue streams.

  • Industry Innovation: The continuous advancement in biotechnology and pharmaceuticals presents opportunities for Royalty Pharma to acquire royalties on innovative therapies.

  • Strategic Acquisitions: The company’s expertise and financial strength position it well to capitalize on acquisition opportunities in the royalty market.


Industry Outlook

  • Growing Healthcare Demand: An aging global population and increased prevalence of chronic diseases drive demand for innovative therapies.

  • Biopharmaceutical Innovation: Significant investments in R&D across the industry are leading to new drug discoveries, expanding the potential for royalty acquisitions.

  • Favorable Regulatory Environment: Regulatory support for accelerated drug approvals can shorten time to market for new therapies, benefiting royalty holders.

  • Royalty Pharma is dominant and very successful. Over the past 4 years,  the company has invested $13 billion acquiring royalties on 34 unique therapies, half of which are either currently or will be blockbusters.

    The royalties generate very high profit margins. Last year, for example, they produced a margin of 89%. On an earnings-per-share basis, the company posted net income of $1.88 billion last year. The stock is also yielding 2.8%.

    Going forward sales and profits should continue to grow as the development-stage drugs in its portfolio gain approval. Currently, the company holds a total of 49 royalties, 35 of which are for approved drugs and 14 for development-stage drugs.

Risk Factors

  • Dependence on Product Success: Royalty revenues are tied to the performance of underlying products; any decline in sales due to competition or patent expirations can impact income.

  • Regulatory Changes: Changes in healthcare policies, drug pricing regulations, or patent laws could affect royalty revenues.

  • Market Competition: Increased competition in acquiring royalty interests may lead to higher acquisition costs and affect future returns.

Conclusion

Royalty Pharma plc offers a unique investment proposition with its diversified and growing portfolio of pharmaceutical royalties. The company's strong financial position, combined with industry growth drivers, supports the potential for continued revenue growth and shareholder value creation. Investors seeking exposure to the healthcare sector with a focus on stable income and growth may find RPRX an attractive addition to their portfolios.

Disclaimer: This report is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consider their financial situation and investment objectives before making investment decisions.

Update - Feb 6th 2025

We added to our shares of RPRX today...

Royalty Pharma plc (Nasdaq: RPRX) today closed a transaction to monetize the remaining fixed payments on the MorphoSys Development Funding Bonds for $511 million in upfront cash. This payment, combined with payments previously received, results in total cash proceeds of $530 million on the $300 million investment that was made in September 2022. The company generated an attractive return by monetizing these future fixed payments at a low discount rate of 5.35% and will redeploy these proceeds into higher returning investment opportunities, including repurchasing its shares and acquiring attractive new royalties.

"While Royalty Pharma does not generally sell royalty investments, Novartis' acquisition of MorphoSys created a unique opportunity to convert a fixed stream of long-term payments with no potential for outperformance into a large cash inflow today at an attractive return for shareholders,"

RPRX reports in Feb 11 2025

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Tuesday, September 24, 2024

Recently, Openai's o1 scored a 124 on TrackingAI’s IQ test. What now?

 


Editor Note: An IQ of 130 is considered genius level for humans (2% of population)


Even though 01 is "not" AGI, what does this say about the complete lack of regulation as AGI approaches?


Onward- from Open Ai 01 itself!!!


The fact that OpenAI 01 scored 124 on TrackingAi's IQ test, which is close to the "genius" level for humans, is quite significant and raises important questions about the current regulatory landscape as we approach the era of Artificial General Intelligence (AGI). Here are some key points to consider:

  1. Rapid Advancements in AI: The high IQ score of OpenAI 01, even though it is not AGI, indicates how quickly AI systems are advancing in their capabilities. This suggests that the leap to AGI might happen sooner than expected, catching regulatory frameworks off guard.

  2. Regulation Lagging Behind: Currently, regulations around AI are primarily focused on narrow AI, which is designed for specific tasks. The absence of comprehensive regulations for AGI or even advanced AI systems could lead to risks, such as misuse, unintended consequences, or the deployment of powerful AI systems without adequate oversight.

  3. Ethical and Safety Concerns: An AI system with near-genius level IQ could potentially be used in ways that challenge ethical boundaries or safety norms. The lack of regulation means that there is little to prevent organizations from pushing the limits of what these systems can do, which could have far-reaching impacts on society.

  4. Accountability and Governance: As AI systems become more intelligent, the question of who is responsible for their actions becomes more pressing. Without clear regulations, it is unclear how accountability will be managed if an advanced AI system causes harm or makes decisions that have significant societal implications.

  5. Public Awareness and Involvement: The public might not be fully aware of how advanced AI systems are becoming. This creates a gap between the technological reality and public understanding, making it difficult to engage in meaningful discussions about the need for regulation and the direction AI development should take.

  6. Precedent for Future AGI: The performance of systems like OpenAI 01 sets a precedent for the kind of intelligence we might see in future AGI. If current AI systems are already challenging existing frameworks, AGI could do so on a much larger scale, making the need for proactive regulation even more urgent.

In summary, the impressive performance of OpenAI 01 highlights the urgent need for updated and forward-looking regulations to manage the risks associated with the rapid advancement of AI towards AGI. Without such regulations, we may be unprepared for the societal, ethical, and safety challenges that AGI could bring.

OpenAi is 35-45 IQ pts ahead of competitors

As of now, various governments around the world are starting to take more serious steps to address the challenges posed by advanced AI systems, but the efforts are often fragmented and not yet comprehensive enough to fully address the potential risks of AGI. Here are some key actions and developments:

1. Regulatory Initiatives

  • European Union (EU): The EU is leading the way with its proposed AI Act, which aims to regulate AI systems based on their level of risk. The Act classifies AI applications into different risk categories, such as high-risk (e.g., in healthcare, law enforcement) and prohibited (e.g., social scoring by governments). The regulation focuses on ensuring transparency, accountability, and human oversight. However, it is still primarily aimed at narrow AI rather than AGI.
  • United States: The U.S. has taken a more sector-specific approach to AI regulation. The White House has released the Blueprint for an AI Bill of Rights, which outlines principles for AI use, such as privacy, non-discrimination, and accountability. Additionally, the National Institute of Standards and Technology (NIST) has developed frameworks for AI risk management. However, comprehensive federal regulation is still in the discussion phase, and there is no specific framework addressing AGI yet.

2. International Collaboration

  • Global Partnerships: Organizations like the OECD and G20 have initiated discussions on AI governance, emphasizing the need for international cooperation. The Global Partnership on AI (GPAI) is an initiative involving multiple countries to share best practices and promote responsible AI development. However, these collaborations are more focused on narrow AI and ethical guidelines rather than the specific challenges of AGI.

3. Research and Development Oversight

  • Funding and Guidelines: Governments are increasingly funding research into AI safety and ethics. For example, the U.S. National Science Foundation (NSF) has funded centers focused on AI research with an emphasis on ethical AI development. Similarly, the EU has been supporting AI research with a focus on transparency and accountability.
  • Public-Private Partnerships: Governments are also working with private companies to develop AI systems in a safe and ethical manner. However, these efforts often rely on the voluntary cooperation of companies rather than strict regulation.

4. Ethical and Safety Guidelines

  • AI Ethics Committees: Several countries have established AI ethics committees to provide guidelines and recommendations for AI development and use. These committees typically focus on preventing bias, ensuring fairness, and protecting privacy. However, they do not have regulatory authority, and their recommendations are not always binding.
  • AI Risk Assessments: Some governments are beginning to require risk assessments for AI systems, especially in high-stakes areas like defense and healthcare. These assessments are meant to identify potential risks and mitigate them before AI systems are deployed.

5. Public Engagement and Education

  • Raising Awareness: Governments are starting to recognize the importance of public understanding and engagement regarding AI. Initiatives to educate the public and stakeholders about AI risks and benefits are becoming more common. This is seen as a way to build trust and ensure that the public is involved in discussions about AI regulation.

6. Challenges and Gaps

  • Lack of Specific AGI Regulation: Despite these efforts, there is still a significant gap when it comes to regulating AGI specifically. Most current regulations and guidelines are designed with narrow AI in mind, and the potential risks of AGI—such as loss of control, ethical dilemmas, and societal impact—are not yet adequately addressed.
  • Slow Legislative Processes: The pace of AI development often outstrips the speed of legislative processes. This lag can lead to a regulatory gap, where advanced AI systems operate in a largely unregulated space until laws catch up.

Conclusion

While governments are taking steps to regulate AI, most of the efforts are still focused on narrow AI and ethical guidelines. The specific challenges posed by AGI are not yet fully addressed by existing regulatory frameworks. There is a growing recognition of the need for more proactive and comprehensive regulation, but significant work remains to be done to prepare for the potential risks of AGI. International cooperation, updated regulatory frameworks, and continued public engagement will be crucial as AI technology continues to advance.

From the very positive side of the Ai economy, Here are ten Microcaps using Ai to advance Healthcare and other markets!

Will Super Intelligent Machines Demote Us to the Level of Chimps, Maybe Even Poultry in the Realm of Intelligence?

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Monday, September 23, 2024

IN treating Cancerous tumors, TransCode's technology is designed to target dysregulated microRNAs implicated in cancer progression, metastasis, and resistance to existing therapies.

 


Investor Report: TransCode Therapeutics Inc. (NASDAQ: RNAZ)

Introduction

TransCode Therapeutics Inc. is a clinical-stage biopharmaceutical company specializing in RNA-targeted therapeutics for the treatment of cancer and other serious diseases. Leveraging its proprietary platform technology, TransCode aims to overcome historical challenges associated with RNA delivery, offering innovative solutions that could transform the oncology landscape.

Technology Advantage

Proprietary Delivery Platform: TTX

TransCode's principal technological advantage lies in its proprietary delivery platform known as TTX (TransCode Therapeutics Technology). This platform is engineered to enable the systemic delivery of RNA-based therapeutics directly to tumor sites, addressing significant hurdles in RNA therapy such as stability, specificity, and efficient cellular uptake.

Key Advantages:

  • Targeted Delivery: TTX facilitates precise delivery of therapeutic agents to tumor cells, minimizing off-target effects and enhancing efficacy.
  • Versatility: The platform is adaptable to various RNA modalities, including microRNA (miRNA), small interfering RNA (siRNA), antisense oligonucleotides, and messenger RNA (mRNA).
  • Non-Immunogenic Profile: Designed to reduce immune system activation, thereby increasing the safety profile of the therapeutics.
  • Overcoming Delivery Barriers: Addresses challenges like nuclease degradation and poor cellular uptake that have historically limited the effectiveness of RNA therapeutics.

Technology Purpose and Pipeline

Focus on MicroRNA in Cancer Treatment

TransCode's technology is designed to target dysregulated microRNAs implicated in cancer progression, metastasis, and resistance to existing therapies.

Lead Candidate: TTX-MC138

  • Mechanism of Action: TTX-MC138 targets microRNA-10b, a master regulator of metastatic cell viability in solid tumors.
  • Clinical Development: (Completed positive Phase I) clinical trial, aiming to demonstrate safety and preliminary efficacy in patients with advanced solid tumors.
  • (Received Government grant of $2,000,000 to fast track phase 2)

Pipeline Expansion

The company is also exploring additional candidates targeting other microRNAs and RNA targets associated with various cancer types, intending to build a robust oncology portfolio.

Competitors

TransCode operates in a competitive field with several companies focusing on RNA-based therapeutics:

  • Alnylam Pharmaceuticals: A leader in RNA interference (RNAi) therapeutics, though primarily focused on genetic disorders.
  • Ionis Pharmaceuticals: Specializes in antisense oligonucleotide therapies across multiple indications, including oncology.
  • Moderna Inc.: Utilizes mRNA technology for vaccines and therapeutics, including potential cancer treatments.
  • Arrowhead Pharmaceuticals: Develops RNAi-based therapies, with some oncology programs in its pipeline.
  • Viridian Therapeutics (formerly miRagen Therapeutics): Focused on microRNA-targeted therapies, though with a current emphasis outside oncology. 

Partners and Potential Clients

Current Partnerships

While specific partnerships may not be publicly disclosed, TransCode is likely collaborating with:

  • Academic Institutions: For preclinical research and clinical trial collaborations.
  • Clinical Research Organizations (CROs): To support the execution of clinical studies.

Potential Partners and Clients

  • Pharmaceutical Companies: Interested in licensing opportunities or co-development of RNA therapeutics.
  • Biotechnology Firms: For synergistic collaborations leveraging complementary technologies.
  • Healthcare Providers and Cancer Centers: As sites for clinical trials and eventual adoption of approved therapies.

Financials

Stock Information

  • Ticker Symbol: RNAZ
  • Exchange: NASDAQ

Financial Highlights (as of latest available data up to October 2023)

  • Market Capitalization: Subject to market fluctuations; investors should refer to current financial platforms for the latest figures.
  • Revenue: Limited or no revenue from product sales due to the clinical-stage status.
  • Research and Development Expenses: Significant investment in R&D reflecting the advancement of the pipeline.
  • Cash Position: Adequate cash reserves are crucial for funding ongoing and future clinical trials.
  • Recent Financing Activities: May include public offerings, private placements, or grant funding to extend the operational runway.

Prospects

Growth Opportunities

  • Advancement of Clinical Programs: Successful progression of TTX-MC138 through clinical trials could significantly enhance company value.
  • Pipeline Diversification: Expansion into other microRNA targets and cancer indications broadens market potential.
  • Technological Licensing: Opportunity to out-license the TTX platform to other biotech or pharmaceutical companies.

Market Potential

  • Addressing Unmet Needs: Targeting metastatic cancers with limited treatment options positions TransCode to fulfill critical medical needs.
  • Global Oncology Market: The growing demand for effective cancer therapies presents substantial commercial opportunities.

Risks and Considerations

  • Clinical and Regulatory Risks: The success of product candidates is contingent upon favorable clinical trial outcomes and regulatory approvals.
  • Financial Sustainability: Ongoing capital requirements may necessitate additional financing, potentially leading to dilution.
  • Competitive Landscape: Rapid advancements by competitors could impact market share and adoption.

Conclusion

Increased Attractiveness to Potential Acquirers

De-risked Clinical Asset

  • Validation of Technology: Successful Phase 1 trials demonstrate that TTX-MC138 is safe and potentially effective in humans, reducing the clinical risk associated with the asset.
  • Enhanced Value Proposition: A de-risked asset is more appealing to larger pharmaceutical companies seeking to bolster their pipelines with promising candidates that have cleared early-stage hurdles.

Accelerated Development Timeline

  • Government Support: The $2 million grant not only provides non-dilutive funding but also signals government endorsement of the technology, which can be attractive to acquirers.
  • Fast-Track Potential: Accelerated Phase 2 trials can shorten the time to market, offering a quicker return on investment for potential buyers.

Strategic Alignment

  • Expanding Oncology Portfolio: Companies looking to enhance their oncology offerings might find TTX-MC138's novel approach to targeting microRNA-10b appealing.
  • RNA Therapeutics Interest: With growing interest in RNA-based therapies, acquiring TransCode could provide immediate entry into this innovative field.

Market Dynamics Favoring Acquisition

Competitive Advantage

  • First-Mover Status: TransCode's advancements could position it ahead of competitors in the microRNA-targeting space.
  • Intellectual Property: Ownership of proprietary technology and patents can create barriers to entry for others, increasing the company's strategic value.

Industry Consolidation Trends

  • Biotech Mergers and Acquisitions: The biotech sector frequently experiences consolidation, with larger firms acquiring smaller companies to access new technologies and candidates.
  • Pipeline Augmentation: Acquisitions are a common strategy for big pharma to replenish their pipelines, especially as patents on existing drugs expire.

Financial Considerations

Improved Financial Position

  • Non-Dilutive Funding: The government grant enhances the company's cash position without affecting shareholder equity.
  • Resource Allocation: Additional funds allow for more aggressive development and potentially better trial results, increasing the company's valuation.

Investor Sentiment

  • Stock Performance: Positive clinical results and funding news often lead to stock appreciation, which can impact acquisition negotiations.
  • Market Visibility: Success attracts attention from analysts and investors, raising the company's profile in the industry.

Potential Impact on Takeover Likelihood

Negotiation Leverage

  • Stronger Bargaining Position: Positive developments give TransCode more leverage in discussions, possibly leading to better acquisition terms.
  • Interest from Multiple Suitors: Success may attract several potential acquirers, creating a competitive bidding environment.

Risk Mitigation for Acquirers

  • Reduced Uncertainty: Advancements in clinical trials lower the risk for acquirers concerned about the viability of the drug candidate.
  • Synergy Realization: An acquisition could allow for resource pooling, accelerating development and commercialization.

Considerations and Risks

Regulatory Hurdles Remain

  • Phase 2 and Beyond: While Phase 1 success is promising, subsequent trials must also demonstrate efficacy and safety.
  • Approval Timelines: Regulatory approval processes can be lengthy and uncertain, which may affect acquisition timing.

Valuation Challenges

  • Increased Valuation: While a higher valuation is positive, it may also make potential acquirers cautious due to the higher acquisition cost.
  • Due Diligence Findings: Acquirers will conduct thorough evaluations, and any unforeseen issues could impact their interest.

Company's Strategic Goals

  • Desire for Independence: TransCode's management may prefer to continue independently to fully realize the company's potential.
  • Shareholder Expectations: Shareholders might expect higher returns, influencing the acceptance of any takeover offers.

Conclusion

The successful Phase 1 trial results for TTX-MC138 and the government grant to expedite Phase 2 development enhance TransCode Therapeutics' profile in the biotech industry. These achievements:

  • Increase the company's visibility and attractiveness to larger pharmaceutical firms seeking innovative oncology assets.
  • Strengthen TransCode's negotiating position by demonstrating clinical success and securing non-dilutive funding.
  • Potentially accelerate acquisition interest, especially from companies aiming to expand into RNA-based therapies or bolster their cancer treatment pipelines.

While these factors could increase the chances of a takeover, it's important to recognize that acquisitions depend on a complex interplay of strategic fit, financial considerations, and market conditions. There is no guarantee that these developments will lead to a takeover, but they certainly position TransCode more favorably in the eyes of potential acquirers.

Disclaimer: This analysis is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. Investing in biotechnology companies involves significant risks, including the potential loss of investment. Always conduct thorough research and consult with a qualified financial advisor before making investment decisions. Therapeutics Inc. offers a compelling proposition in the field of RNA-based cancer therapeutics. Its innovative TTX platform addresses key challenges in RNA delivery, potentially unlocking new treatment modalities for hard-to-treat cancers. While the company operates in a high-risk, high-reward segment typical of clinical-stage biotechs, its technology and strategic focus present significant upside potential for investors willing to navigate the inherent uncertainties.

Note: Investors are encouraged to review the most recent financial statements, press releases, and consult financial advisors for the latest information and personalized investment advice.

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These "Microcap" companies operate in innovative and emerging sectors, which may position them for significant growth.

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"Genius" by Verses , a "super smart brain", developed by a team of 25 PHD's including world renowned Neuro Scientist, Karl Friston

 


(From the desk of the CEO of Verses Technologies)

Genius.

Beyond smart.

Genius - VERSES


Genius 

is a groundbreaking intelligent software system that will change how we use information and make decisions. Unlike traditional computer programs that follow rigid rules or current AI systems that lack memory and accuracy. Genius combines the power of natural algorithms, knowledge modeling, and data transformation to create a more flexible and intelligent system.

Think of Genius as a super-smart "brain" that can process and understand complex information. 

It can take in structured and unstructured data and convert it into knowledge in an automated way, similar to how our brains process and organize information. Genius can find connections between different pieces of information. It can spot hidden patterns, similarities, and connections, even when the data is uncertain or incomplete. This means Genius can make very accurate predictions and give us insights to make better choices.



Unlike AI today, Genius learns and gets better over time. Just like we learn from our experiences, Genius learns from new data. 

So, it becomes smarter and more helpful as time passes, making it great at solving problems and answering complex questions about any data set, surfacing new insights and recommendations. Plus, it can act like a business or personal assistant, offering recommendations and even predicting what we need based on history and real-time context.

With Genius, the possibilities are endless, ushering in a new era of smart computing, which expresses the genius of nature in software.

Genius Features:

Generalizability: Genius is the first generalizable intelligence. It offers a versatile knowledge graph that interconnects diverse data types, allowing you to manage and search for information efficiently across any domain. As your knowledge base grows, Genius automatically contextualizes data, ensuring coherence and accuracy. It can learn and be customized over any data set.

Spatial Web Standards Integration: Genius seamlessly integrates with IEEE's Open Spatial Web Standard P2874, enabling you to model, transform, and ingest data from various sources. It provides the ability to describe physical and digital entities using a universal data standard.

Predictive Queries: With Genius, you can perform probabilistic queries and make insightful predictions using different data sources. This feature is particularly valuable for scenario analysis and determining optimal courses of action even with uncertain information.

Real-Time Adaptation: Stay informed with real-time data changes through subscriptions to agents and data sources. Genius empowers agents to react promptly to changes, enhancing your ability to respond to evolving situations.

Automated Compute Network:  Design systems within Genius that automatically transform and compute data as it's received. This approach enhances efficiency by distributing computation across the network.


Collectively, these features enhance Genius's capacity for modeling knowledge, making predictions, adapting to dynamic circumstances and streamlining data management and analysis. This increases accuracy and versatility and improves efficiency, scalability, interoperability, composability and governance, going beyond the capabilities of today's AI models.

However, Genius can also work with the current AI systems, helping to minimize their issues by providing reliable and accurate memory, superior reasoning, security and steering. Complimenting their natural language abilities with a natural intelligent software infrastructure that enables AI to be smarter and safer.

Although we are focused on Developers for our first release of Genius, many of you have expressed a desire to experience it directly.  So, we plan to launch a live “Baby Genius” demo on our website in November so you can see the benefits firsthand. We will refresh the website with the Genius brand and information over the coming weeks, with a complete facelift in January.

Why Genius is the Future: In a world that yearns for true AGI, Genius stands apart. It's not just AI but an agent-based knowledge exchange system. With features like advanced adaptability, swarm intelligence, data privacy and security compliance and a user data exchange, Genius is set to redefine general intelligence and pave the way to a super-intelligent world.

Artificial Intelligence has long been a promise. With Genius, we're turning that promise into a tangible reality. Our commitment is to lead, innovate, and offer the world intelligent software solutions that are not just smart but truly 'genius'.

We hope you will join us in this unprecedented journey as we aspire for smarter and safer technology, society, and the future.

The Neuromorphic Computer Chip Industry could be the future of Robots, Automated vehicles and edge computing!


Genius beta testing is expected to begin in October with exclusive access to Beta Partners; we plan to share demos of the behind-the-scenes capabilities and more details of our roadmap and benchmarking tests against the competition over the coming weeks and months. We expect to roll out our first set of Genius private beta partners in Q4 and begin the public beta in Q2 of 2024. Our initial user focus will continue to lean towards B2B while we explore the ideal product features and user base for a B2C launch.

Converting Pilots to Partners
We expect to announce the first set of private Beta Partners in Q4, which we anticipate will include not only new developers but also several of the large enterprise and Fortune 500 pilot partners we have been working with across multiple industries so that we can demonstrate the broad applicability of Genius to the world. The private beta aims to field test the technology, develop successful case studies, learn from our partners, and make the essential enhancements needed to roll out and scale the product in 2024.

Pivoting Partners - Although some of the large companies that we’ve been doing pilots with have tested Wayfinder, our intelligent routing service in warehouse operation, many are even more eager to use Genius as the ultimate “Data Finder” that can assist them in surfacing insights from across their data silos across their entire organization. A MUCH bigger prize as this means our product can apply to their entire company’s data set and not just their warehouse operations. 

Our partnership with Blue Yonder is going very well, even though some mid-year executive turnover pushed the client sales traction from Q2 to Q4. Still, its new leadership has moved us up from one-by-one client sales (which is back on track) to a direct integration of our Wayfinder routing services directly into the core of the Blue Yonder WMS, targeted for availability to all of their customers in 2024.



Investor Communications

As we continue our mission, we are looking to keep you informed and updated on our plans and progress, so we launched a monthly newsletter in August and will continue these going forward.

We are also planning a webinar to present the above to you in more detail, show you some demos and answer your questions. Please sign up here to stay up to date and receive your invite.

In Closing
We want to take a moment to thank you, our investors, who have taken the time to invest in us and our mission. We wanted to provide you with this update so you would have the opportunity to share the enthusiasm and excitement that we feel for the work that we are doing, the products we are building, the vision that we have for our company and the good we hope it will bring to you and the world we want for ourselves and each other.

Sincerely,

Gabriel Rene
CEO
VERSES

Editor note: We bought a position in Verses Ai - VERS on TSX

(Some penny stocks should not be overlooked, this is one of those)

Quantinuum is pushing the limits of trapped ion technology! Currently a private company, 54% is owned by business powerhouse, Honeywell!


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The Neuromorphic Computer Chip Industry could be the future of Robots, Automated vehicles and edge computing!

 


Neuromorphic computing mimics how the human brain works to process information. Traditional computers process data in a linear, step-by-step manner, but neuromorphic computing is designed to work more like the brain, with networks of artificial neurons that can process information simultaneously. 

This approach allows computers to perform complex tasks more efficiently, especially those involving patterns, such as recognizing faces, understanding speech, or making quick decisions based on visual data.

The main advantage of neuromorphic computing is its ability to handle tasks that require a lot of data to be processed quickly and with minimal energy, making it ideal for devices that need to operate in real-time, like self-driving cars, smart sensors, or robots. By using neuromorphic chips, these devices can learn from their environment, make decisions on the fly, and improve their performance over time, just like a human brain would. 

This technology holds great promise for advancing artificial intelligence and making smart devices more efficient and capable.

Leading Publicly Traded Companies in the Neuromorphic Computer Chip Industry

the neuromorphic computing industry is an emerging field with several publicly traded companies making significant strides. Neuromorphic chips aim to mimic the neural structures and functioning of the human brain, leading to more efficient, adaptive, and powerful computing systems. 

Here is a list of leading, publicly traded companies:

1. Intel Corporation

  • Ticker Symbol: INTC
  • Exchange: NASDAQ

Product: Loihi Neuromorphic Chip

  • Overview: Intel is at the forefront of neuromorphic computing with its Loihi series of chips. Loihi is designed to emulate the brain's neural networks using spiking neural networks (SNNs), enabling energy-efficient and real-time processing.

  • Key Achievements:

    • Loihi 2 Release: In 2021, Intel introduced Loihi 2, featuring improved performance, programmability, and scalability.
    • Neuromorphic Research Community: Intel has established a collaborative research community, engaging with over 100 partners, including universities and research institutions, to explore neuromorphic applications.

  • Applications: Robotics, autonomous systems, optimization problems, sensory data processing, and real-time analytics.

2. IBM

  • Ticker Symbol: IBM
  • Exchange: NYSE

Product: TrueNorth Neurosynaptic Chip

  • Overview: IBM's TrueNorth chip is a pioneering neuromorphic processor that integrates over one million programmable neurons and 256 million synapses. It operates with extremely low power consumption, making it suitable for battery-powered devices.

  • Key Achievements:

    • Large-Scale Simulations: Demonstrated the ability to simulate complex neural networks efficiently.
    • Research Collaborations: Partnered with institutions like DARPA to advance neuromorphic computing research.

  • Applications: Pattern recognition, image processing, sensory data analysis, and cognitive computing tasks.

3. BrainChip Holdings

  • Ticker Symbol: BRN
  • Exchange: Australian Securities Exchange (ASX)

Product: Akida Neuromorphic Processor

  • Overview: BrainChip Holdings, an Australian company, specializes in neuromorphic hardware and software solutions. The Akida chip is designed for edge AI applications, providing real-time learning and ultra-low power consumption.

  • Key Achievements:

    • Commercial Deployment: Progressed towards integrating Akida into commercial products across various industries.
    • Strategic Partnerships: Collaborated with companies in automotive, aerospace, and consumer electronics.

  • Applications: Vision systems, cybersecurity, smart home devices, automotive technology, and Internet of Things (IoT) applications.

4. Qualcomm Incorporated

  • Ticker Symbol: QCOM
  • Exchange: NASDAQ

Product: Neuromorphic Research Initiatives

  • Overview: Qualcomm has invested in neuromorphic computing research, aiming to enhance AI processing in mobile and embedded devices.

  • Key Achievements:

    • Zeroth Platform: Explored neuromorphic concepts to improve cognitive capabilities in smartphones.
    • Advancements in AI Chips: Developed AI accelerators that incorporate neuromorphic principles for efficient on-device processing.

  • Applications: Mobile devices, wearables, augmented reality, and IoT applications.

5. Samsung Electronics Co., Ltd.

  • Ticker Symbol: 005930
  • Exchange: Korea Exchange (KRX)

Product: Neuromorphic Hardware Research

  • Overview: Samsung is actively engaged in neuromorphic research, focusing on developing chips that can emulate neural architectures.

  • Key Achievements:

    • Research Collaboration with Harvard: Published a paper outlining a method to "copy and paste" the brain's neuronal connection map onto neuromorphic chips.
    • Memory Technology Integration: Investigating the use of advanced memory solutions like NAND flash and DRAM in neuromorphic systems.

  • Applications: Consumer electronics, smart appliances, robotics, and advanced AI systems.

Conclusion

The neuromorphic computing industry is rapidly evolving, with these publicly traded companies leading the way in developing hardware that emulates the human brain's efficiency and adaptability. Their innovations hold the potential to revolutionize various sectors by enabling:

  • Energy-Efficient Computing: Reducing power consumption significantly compared to traditional architectures.
  • Real-Time Processing: Allowing devices to process sensory data and make decisions instantaneously.
  • Adaptive Learning: Enabling systems to learn from new data dynamically without extensive retraining.
  • Edge Computing Advancement: Facilitating AI processing on devices without relying heavily on cloud infrastructure.

Industries Impacted:

  • Robotics: Enhancing autonomy and interaction capabilities.

  • Healthcare: Improving diagnostics, prosthetics, and personalized medicine.

  • Automotive: Advancing autonomous driving systems and vehicle safety.

  • Consumer Electronics: Creating smarter, more responsive devices.
  • Industrial Automation: Optimizing manufacturing processes and predictive maintenance.

Note: The information provided is based on data available as of October 2023. The neuromorphic computing field is dynamic, and new developments may have occurred since then. For the most current information, please check recent publications, company announcements, and industry news.

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Enovix is ramping up production of it's new batteries, hiring top experts and hinting at a possible partnership with Apple!


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