Figured Figs -Turning Data to Financial Clarity

Unlike my all-time favorite in the AI space—Palantir—gene editing pioneers like CRISPR Therapeutics (CRSP) and Intellia Therapeutics (NTLA) have taken a quieter, more patient path. Their growth is less a sudden rocket and more akin to the bamboo: silent, persistent, and soon, ready to shoot skyward. I started paying serious attention to this field after reading The Code Breaker by Walter Isaacson, a gripping account of Jennifer Doudna and the birth of CRISPR technology. It struck me how gene editing is a lot like patching the code of an operating system—sometimes you fix a glitch, sometimes you rebuild from the root. But here, the “software” is human life itself. So why write about it now? Because just like bamboo, the moment when growth bursts into view is near. The recent, highly publicized “failed” trial at Intellia wasn’t a setback, but a historic leap. It marked the world’s first true gene insertion attempt inside a human body—a stepping stone that every innovator knows paves...

The race to revolutionize healthcare through AI-driven drug discovery has captured the world's imagination, with countless startups and biotech firms making headlines for their cutting-edge approaches.  With the AI performing the custom drug discoveries, Larry Ellison creating the big hype with the announce of the new Project Stargate.  While these companies promise breakthroughs, the real opportunity may lie elsewhere—investing in the backbone of this revolution. Just as the gold rush rewarded those who sold shovels, the AI drug discovery boom is creating immense demand for tools, infrastructure, and expertise that power these innovations. From high-performance computing and automation systems to cloud platforms and bioinformatics tools, the providers of these essential technologies stand to reap the rewards of this rapidly growing industry. Let’s dive into why these unsung heroes might just be the smartest investment in the AI healthcare gold rush. So lets put together the n...