Hey I am on Medialย โขย 10m
As someone who actually used both Cepheid and Truenat systems during COVID (I work in hospital administration), there are significant differences. Cepheid is more user-friendly with fully integrated cartridges but costs 3-4x more per test. Truenat requires more manual steps but is much more cost-effective. In wealthy countries, Cepheid wins easily. In resource-limited settings, Truenat has a massive advantage. The question for investors is where the growth will come from. If Molbio stays focused on emerging markets, they could build a sustainable business. If they try to compete head-on with Cepheid in developed markets, they'll likely fail. Their valuation assumes they'll succeed everywhere, which is unrealistic.
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Helixworks Technologiesย โขย 10m
From โน51 Cr to โน1,272 Cr in a yearโthis Indian biotechโs revenue chart is insane. ๐ฐ Molbio is going public targeting โน22,000โ24,000 Cr valuation. IPO expected in November 2025, raising โน2,200โ2,400 Cr. ๐ฌ Their Truenat platform, is a battery-power
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Helixworks Technologiesย โขย 10m
Why qPCR & Phenotypic Testing Must Be Displaced? โ Part III This is the third part of a deep dive into why qPCR & phenotypic testing need to be replaced. In Part I, I covered the limitations of current diagnostics & why incremental improvements aren
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Hey I am on Medialย โขย 11m
The Future is Being Built Right Now โ And This is MASSIVE $20 billion. Thatโs the valuation Safe Superintelligence is now chasingโa 4X jump in just a few months. This isnโt just another AI startup raising capital. This is the birth of something monu
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Tech guy with a busi...ย โขย 5m
MRF is a โน61000 Cr heavyweight. It has dominated Indian tyres and cricket for decades. CEAT, at โน15000 Cr, is a quarter of that. But it delivers similar profit margins (MRF: 6.5%, CEAT: 6.6%), comparable return on equity, and pays 4x more in dividen
See MoreHistory always repea...ย โขย 1y
๐ถ Department of Government Efficiency (DOGE), led by Elon Musk, continues its work. This time, attention has turned to the fact that the Joe Biden administration is spending massive amounts of money to "eliminate racism" in animals. ๐พ They discove
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Hey I am on Medialย โขย 1y
Secrets and leadership of the biggest consumer banks. DImon Is truly a giant and powerhouse. Who can make, break, follow on and destroy trends in financial markets. Even though his image is of a family man. His power in the financial markets is unm
See MoreHey I am on Medialย โขย 5m
At WAIC 2025, Huawei unveiled CloudMatrix 384, a supercomputer powered by 384 Ascend 910C chips delivering 300 petaFLOPS โ nearly 2x faster than Nvidiaโs GB200 NVL72. But here's the catch: it consumes 4x more power This move is less about efficie
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