Excellent article involving DVRG2 Dec 2020 20:08
https://twitter.com/BlogShrey/status/1334217480940744709?s=20
DeepVerge (LON: DVRG): This is a company that has many different revenue streams, but for the purposes of this article Labskin is most relevant. It is “the only commercially available lab-grown, full thickness human skin model with entirely human collagen production for cruelty free skin testing.” In the words of CEO Gerard Brandon at an investor presentation, it is “ring-fenced by 13 years of data collection”. As with Seeing Machines, this is not something that someone can wake up someday and do. Optimising the technology needs real world application, which Labskin have done plenty. This is what cements it as not only a market leader now, but in the future too.
Let’s be honest with ourselves: the avenues for small companies to compete are closing. This presents significant challenges to an investor focusing on these upstarts. It is now imperative for them to crystallise their first-mover advantage; patents work, but so, crucially, does data. This is why, to me, data is hugely underlooked and just as hugely valuable to the investment case for small companies.
Without it (or patents), you are at a large competitor’s mercy. With it, you can get that rare one up on today’s Goliaths.
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