$Cm Life(CMLF)$ 

SEMA4利用现成的患者数据和行业数据可以给机构和患者提供什么样的信息,以支撑服务收费我至今还是觉得非常抽象。这块的商业逻辑确实不是太能看懂。

Sema4 has limited experience with the development and commercialization of its databases and its health information and genomic platforms.

Sema4 has limited experience with the development or commercialization of clinical or research products in connection with the databases it manages and to which it has access, and its Centrellis and Traversa platforms. Sema4’s partners’ usage of an advanced machine learning engine for therapeutic decision-making are at an early

stage of development and usage under current and proposed collaborations, and Sema4 is continuing to develop new processes that may support the development of new therapeutics applications such as the delivery of personalized clinically actional insights into clinical reports, clinical trial matching, real-world evidence trials, and clinical decision support, via an advanced programmable interface layer. Although Sema4’s partners have invested significant financial resources to develop and utilize new technologies to support preclinical studies and other early research and development activities, and provide general and administrative support for these operations, Sema4’s future success is dependent on its current and future partners’ ability to successfully derive actionable insights from the database and its platform, and its partners’ ability, where applicable, to obtain regulatory approval for new therapeutic solutions based off existing models or to obtain regulatory approval and marketing for, and to successfully commercialize, new therapeutics. The use of Sema4’s platform and the databases it manages and to which it has access for these purposes will require additional regulatory investments for Centrellis, such as “good practice” quality guidelines and regulations, or GxP, and data quality and integrity controls.

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UWS嘻嘻嘻2021-05-10 06:03

要把产品做出来了再说啊,根据现有基因信息做更好的服务,问题是这个以前情绪好的时候推动情绪,情绪不好的时候就直接没戏,主要说到底团队确实不咋样特别是做product和运营的,coo看了半天基本是个傻子

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一碗米饭一粒飞鸿2021-05-17 14:38

COO是James Coffin,前戴尔全球副总裁,算不上很拉跨吧

momobobo2021-05-10 20:17

Sema4说白了就是基因检测+大数据分析,基因检测已经是commodity了,就看大数据分析能不能value add,越多检测数据量越大以后更多药厂会感兴趣,是个不错的买卖。我看Invitae好像还没开始做大数据分析这块,不知道以后会不会收个团队也搞起来。

山川远l心有归2021-05-10 20:06

momobobo2021-05-10 19:36

不是的,我也是看股票学来的,但这个票不是基因疗法,基因疗法我0知识根本不敢买

山川远l心有归2021-05-10 19:28

好复杂 做医疗的票要学好多东西 了解太少了 向你学习 你好像懂很多 是有相关背景么