| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 1 | 1 | 1 | 100% | +1.4% | +1.4% |
| 3d | 0 | 0 | 0 | — | — | — |
| 1w | 0 | 0 | 0 | — | — | — |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Pacific Biosciences has substantial enterprise scale and AI-partnership potential in long-read sequencing, but faces near-term headwinds from weak lab spending, high cash burn, and macro pressure on life sciences budgets. Long-term, it is positioned in the emerging proteomics market if survival and market share consolidation occur.
Quantum-Si's Proteus platform offers superior sequencing scale and accuracy with a shift toward high-value non-human markets. Despite profitability challenges and launch delays, the company is well-positioned in the nascent protein sequencing market that is paralleling genomics' growth trajectory.
Nautilus is pioneering the Voyager platform to decode the human proteome with ultra-high sensitivity and scale. Despite being pre-commercial with cash burn, the company has a clean balance sheet and solid reserves, positioned to benefit from the emerging single-molecule proteomics market.
CollPlant is strategically pivoting from biotech to photonics via the LightSolver acquisition, which uses lasers to solve complex computational problems with proven Boeing applications. Management is externalizing legacy biotech assets while positioning the company for a reverse-like transformation into a pure-play photonics leader, with LightSolver's team potentially controlling majority equity upon hitting milestones.
End of results.