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美股大数据
@StockWe_Com
⭐前纽约证券交易所分析师Ken|美国创业20年 ⭐每天分享美股交易机会、AI与芯片产业链情报、投行研报、科技资讯 ⭐团队自研「美股大数据」,7×24小时监控华尔街机构主力资金、期权异动、暗池大单、多空情绪及潜力股买卖信号。微信号 MaxTrades ⬇️点击官网,查看实时机构DarkPool数据
Joined April 2021
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$TWST 回调将是抄底机会,根据 @TradesMaxCom 美股投资网 的供应链调研显示,【AI加速药物研发】将是一个持续很多年的投资主题,而 AI药物研发领域的“卖铲子”公司,已经开始感受到实验数量增加所带来的需求。 整个链条大致是:DNA → 蛋白质 → 实验检测 → 测序 → 自动化 → 临床前测试 处于这条产业链上的公司包括Twist Bioscience(TWST)、 $RVTY ,Illumina( $ILMN)、10x Genomics( $TXG ),Ginkgo Bioworks( $DNA ),以及各种实验室自动化设备公司和 CRO 合同研究组织。 TWST公司最大的特点是:利用半导体制造工艺来合成DNA。 传统DNA合成是在试管中逐个反应,而 Twist 将类似芯片制造的硅基技术引入 DNA 合成,在一块硅片上同时完成上万个反应,大幅降低成本,提高速度和精度。 因此,Twist 经常被称为:“DNA领域的台积电” RVTY Revvity现在甚至已经专门推出了针对:AI-based Drug Screening Biological Validation 9月16,Ginkgo Datapoints宣布与 Lilly TuneLab 合作。自动化AI实验工厂 + biological data center。合作目标:close the gap between AI models and lab data。也就是把AI模型和真实实验数据之间的瓶颈打通 #美股#
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Many drugs work by binding to a specific target in the body and blocking or changing what it does. An important first step in the drug development process is designing a molecule that can bind tightly to its target. Traditionally, that's meant weeks or months of expert work per target, sifting through a large number of candidates to identify the few that work. We wanted to test if Claude could successfully design novel protein binders from scratch (also called de novo design). With a protein design prompt written by a human expert, Claude autonomously designed protein binders against 14 out of 15 targets. We then worked with Adaptyv Bio and Twist Bioscience, who independently built and tested the proteins Claude designed.
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