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$SDGR my thoughts on the c/c with Jefferies today (A Thread):
Their successful Collaborative programs with Nimbus, Morphic and Relay have created huge visibility and validity for their technology across Pharma.
Their successful Collaborative programs with Nimbus, Morphic and Relay have created huge visibility and validity for their technology across Pharma.
Synergies between their two businesses is undeniable because the clients that use their software are able to provide them with real-time data which can be used in their drug discovery space. Think of $AMZN learning about your shopping habits , the more you shop on their site
Clients that use their software business are only at 50% capacity of what $SDGR uses in-house which gives them huge upside for the software business for revenue per client metrics for the Life Sciences biz
Material Science biz is in infancy stage, but doing very well and seeing early wins. Has had great high level talks with $AZN and Bayer executives , hinting at potentially more deals down the road.
They believe they will prove out their Drug Discovery business in 2021, which is the main focus, execution. The MALT1 data in December will be the first real step in that direction.
The best way to validate their Drug discovery technology is to validate them themselves through these internal pipeline programs.
The Jefferies analyst said he believes the street today only rewards them fore their software biz side and gives almost no value to the drug discovery side, well 2021 well undoubtedly change that if they can prove out their technology. Stock could be re-rated it materially
Well, There you have it folks, I had a lot more notes but this is the bottom line! All eyes on December when they present Date on MALT1...that's the next big catalyst IMO
Hope this helps all! PLEASE FOLLOW
Hope this helps all! PLEASE FOLLOW
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@MarketEnthusia1
@ErbStephan
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@Dantethecomic
@neige_stock
@EtfHsp
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@jermz05
@BrianFeroldi
