Related posts [TMO] Thermo Fisher [DHR] Danaher Over the last 4 decades, a growing share of the pharmaceutical market has shifted from small molecules derived through chemical reactions to large molecules extracted from living cells. The latter process is far more difficult. Cell populations are temperamental. They need to be fed with just the right […]
Category Archives: [LONN.SW] Lonza
[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
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Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
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Continue reading →[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →[POOL] Pool Corp.
How Pool stacks up to Watsco
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
Continue reading →[RELY] Remitly
Remitly looks interesting
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
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