The Biweekly Deal Flow Update Curated by Zoic Capital. (#3) Please subscribe and always feel free to send us tips or comments. Moving into this weekend I thought I would share a quote I recently came across from, Hemant Mohapatra, partner at Andressen Horowitz. People don’t believe in facts. They believe in facts brought to them by people they already trust. Who do they trust? People who are like themselves. Period. This is why no amount of CNN reporting will convince the Foxnews reader and vice versa. You can never convince a flatlander that the Earth is round by showing him a video from space. This is why we have climate change sceptics still. This is why Palestine / Israel or India / Pakistan have been in conflict for decades over the same, well-documented and factually understood issues. Conflict is almost never about factsand neither is negotiations or influencing. Those who understand this will always be more successful than those who don’t. -Hemant Mohapatra Thanks for reading and I hope everyone has an enjoyable weekend… -Neal Mody -Zoic Capital Market Anarchy Podcast This episode’s podcast #11 features Neal Mody and Chris Haydel as they discuss the topics: •”Rarified Air” – Being mindful of an upcoming market downside •”Venture Capital and investing privately” •”The Trough of Disillusionment” – The Gartner Curve, Cryptocurrency and Hype Cycles •”Fed Talking Points” – Can the economy withstand additional interest rate hikes? For those of you interested in the Gartner Curve and hype cycles, we’ve included two charts from 2016 & 2017 that we found interesting when comparing the change to classifications for some of the technologies. The curves represent the psychological expectations that people (entrepreneurs, investors, and media) place upon novel technologies or ideas. Such expectations far exceed reality, as visualized by the high expectations point on the left hand side of the chart during the innovation phase of the technology. •Gartner Curve from 2016 •Gartner Curve from 2017 |
Four Deals For Friday We have noted several recent trends that we are tracking. First is the continued advance of using noninvasive electrical or magnetic fields to treat various medical conditions and afflictions. An example is a device using noninvasive stimulation to treat symptoms after stroke by PathMaker Neurosystems. Other devices we have seen also include using ultrasound to not just diagnose but also treat neural disorders and even enhance brain functions. – Massdevice. PathMaker Neurosystems said today it signed a $5 million cooperative partnership deal with the National Institutes of Health to support continued development of its MyoRegulator neurostimulation system designed to treat spasticity secondary to stroke. The MyoRegulator device, based on PathMaker’s DoubleStim technology, is designed to provide simultaneous, non-invasive stimulation at spinal and peripheral locations, the Boston and Paris-based company said. Speaking of ultrasound, another trend is more and more diagnostic devices, both for hospital use and for in-home use. These include dramatically enhancing existing technologies, or new ones. The Butterfly Network device dramatically reduces the size and cost of ultrasound imaging as well as utilize AI and AR for portable, smartphone-connected scanning. Even if the accuracy is not the same as current devices, it allows the physician to use ultrasound and diagnose conditions where it is not possible now – allowing entirely new use scenarios. – Techstartups. Other examples of diagnostics include better home monitoring solutions, such as for blood glucose monitoring. University of California San Diego engineers have created a smartphone case called the GlucPhone, that, when paired with an app, can make it easier for people with diabetes to track and record blood glucose levels on the go. – Medical Design and Outsourcing. GlucPhone is a portable glucose sensing system created by Mercier along side nanoengineering professor Joseph Wang. The device has two parts. The first is a slim 3D printed case with a permanent, reusable sensor in the corner. The second part is small, one-time use, enzyme packed pellets that attach to the sensor with a magnet. The pellets are encased in a 3D printed stylus that is attached to the side of the case. Diabetes affects approximately 30.3 million Americans, according to the American Diabetes Association. Another 1.5 million people will be diagnosed with diabetes a year. Blood glucose is affected by food, activity and stress and measuring helps reduce the risk of hypoglycemic and hyperglycemia. Finally, another increasing trend, specifically in diagnostics is the promise of liquid biopsy. That is, the ability to diagnose conditions far in advance by finding specific molecular indicators. Guardant Health Inc. states that it’s breakthrough allows for genomic cancer testing from a single blood draw. This can be used for chronic conditions such as diabetes or cardiovascular disease or, in this case cancer. The company plans to submit a PMA to FDA for the assay by year end. – Biocentury. Articles Of Interest From The Past Week: •Who owns data — governments, Big Tech, or us? •Cryptocurrency Firms Targeted in SEC Probe. •The ‘Index Of The Volume Of Speculation’ Hits A New Record High. •Top Trends in the Gartner Hype Cycle for Emerging Technologies, 2017 •What Were You Thinking? – Dotcom mania relevant to the equity market today. If you found this newsletter interesting I encourage you to forward it on. If you’ve received this from a friend, please subscribe to keep up with future issues. Thanks for reading and please send us any tips or comments! Neal Mody Connect With Zoic Capital |
Curated by the team at Zoic Capital. |