Investment RecipesIssue #47, 23 February 2022
AtonRâ Partners' research publication, brought to you every 2 weeks, with articles covering the latest developments in our investment themes.
In this issue of Investment Recipes:
AI & robotics – Semiconductors : Stop or encore?
Semiconductors stocks had once again an impressive run in 2021, buoyed by a perfect storm of sustained demand and undersupply.
Bionics – The organ shortage crisis might be nearing an end
In January, surgeons successfully transplanted a pig’s heart into a human being for the first time.
Biotech 360° – Digitalizing clinical trials
All drugs go through clinical trials, but most fail. It's not surprising that the success rate is low since clinical trials are primarily about managing millions of individuals worldwide and analyzing their data.
Fintech – Banks, spend more or go bankrupt!
Fintech companies represent a severe threat to traditional banks.
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