A new revolution is about to start - get in on the ground floor! Well, it’s been a few months since the last posting on the huge unmet clinical need for microbiome analytics. And the market map still looks roughly the same.
The genomic revolution has been happening for 15+ years. Nowadays, genomics is prevalent in almost all major areas of biological science. However, we are still in the early days of the microbiome revolution.
In the first year of medical school (2012), a professor told us about fecal transplants. The entire class laughed, simultaneously dismissing the idea and making inappropriate jokes.
Fast forward a few years, fecal transplants are being performed more, and patients’ microbiomes are being sequenced. Research has linked the human gut microbiome to diseases such as systemic lupus erythematosis (clinical trial).
The interest in the microbiome is exploding. Meanwhile, genomics interest has decreased rapidly since the GWAS bubble, and stayed relatively constant.
Overall investment thesis to bet on:
research (R&D) - heavy businesses teams with strong domain expertise going after unique use cases where AI plays a critical role in solving them But really, theres potential for all flavors of startups:
Algorithm developers: new algorithms are typically very short-lived. If you serach ArXiv, hundreds of papers describing new techniques are published daily. That being said, there are various examples of successess, including DeepMind and Whetlab.
original medium article
Say we are helping a private equity client that’s considering buying out a plastic bag company (e.g., something like Poly America) operating in the US market. They want a good estimate for what the demand for plastic bags will be in 5 years. We have 2 weeks to do it. The most naive solution is to look in a market research report for actual estimates. However, something this specific usually can’t be found.
The year is 2021. LitChain is a lit startup, soon to debut it’s new coin LitToken (LIT), running off of the Jupithereum (JTH) blockchain. LitChain is planning an ICO and wants to raise as much money as possible, both to help the founders’ early retirement goals and to help build out the LitChain solution. In the early days of 2016 / early 2017, they would have simply just done an ICO and raised $30 million worth of ether (ETH).