$Immuneering(IMRX.US)$
A drug discovery venture taking an advanced and unusual approach to drug discovery research using AI
AI is said to increase the speed of basic research in order to increase the efficiency of examining chemical substances that work on proteins, so I would like to pay attention to how rapidly the number of drugs entering the approval process will increase in the future
Also, there are chemicals that have passed the two-phase test, and I would like to keep a close eye on where they will partner with for future production

$Ocuphire Pharma(OCUP.US)$ Not limited to, the development of new drugs in the United States is generally
Basic research → 3 clinical trials (+ α) → manufacturing → sales
The flow of
In the case of large pharmaceutical companies, there is little room for investment because they go through sales with their own funds
In the case of pharmaceutical ventures, even if basic research is done at a university, it is necessary to raise funds to conduct 3 types of clinical trials
Whether you can buy undervalued stocks at this fund-raising stage is important
In the clinical trial process, since the third clinical trial is clinically administered to people (200-400 people), it extends over a long period of time to gather patients
As a risk
◯Serious side effects were found in the third clinical trial
◯The number of patients required for clinical trials is not gathered
◯Exhaustion of funds due to the lengthy approval process
◯Acquisitions by major pharmaceutical companies
◯Manufacturing equipment cannot be prepared
etc
Although it is a field where investments should be made over a long period of time, it is a field where risks increase over a long period of time, so it is necessary to read published papers and presentations
Also, during clinical trials, financial results are basically red or very poor, so while estimating the investment period, we must keep a close eye on the company's finances, especially the balance between assets and liabilities, and determine whether it will withstand the spread of pharmaceuticals
Furthermore, research after entering the stage of adjusting product ingredients, etc...

$Alphabet-C(GOOG.US)$
$Amazon(AMZN.US)$
$Microsoft(MSFT.US)$
Only the performance of Gemini is discussed, but when incorporating language-based generative AI into business, it is useless unless a mechanism for fine tuning or search expansion generation is incorporated.
When GCP uses VartexAI search and conversation, it is possible to incorporate a search expansion generation mechanism without the need for special development, and operation costs are only a few thousand yen per month.
If an equivalent mechanism is realized with AWS, development costs are high and it costs a fixed monthly fee of 3000 dollars or more, so Google is superior when focusing on introducing generative AI into business.
Also, as is the case with Microsoft's ChatGPT, as can be seen from the fact that all language generation AI in recent years has been developed from technology in papers published by Google Deepmind, when services are released on the cloud, a path up to business integration that goes one step further compared to the other two companies is set...

$Ajinomoto (ADR)(AJINY.US)$
Ajinomoto Fine Techno, which has an almost 100% market share for interlayer insulating films for multilayer boards such as CPUs, is a subsidiary.
It's strange that it's not linked to semiconductors
If the number of shipments of semiconductor products increases, business performance should also increase in tandem, but I wonder if performance in the food chemistry field is so large that it is not affected by consolidation.
A stock that is only stable in any case

$Ocuphire Pharma(OCUP.US)$
The third clinical trial of a new drug under development will begin in early April
The target drug is an oral drug that prevents symptoms in the early stages from diabetes to blindness, and 18 million patients are expected in the United States alone.
As expected, it is an obese powerhouse
The third clinical trial is about 4 to 10 months, and until approval is successfully obtained, it is a stock that cannot be expected to rise except for fluctuations due to speculation.
Since the market size is large, it is a drug that you will continue to take for the rest of your life, so if approval is successfully obtained and it is not acquired, it will become a big monster.