
MI Rewind: COVID-19 and Growth Investing with Simon Erickson
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Cancer Cancer Detection - What if You Can Detect Cancer in the Bloodstream?
You start with the industry or trend, and then you drill down into that defined specific companies. One example: Right now there is an ability to win when patients t detect cancer, to diagnose cancer. This is how we do this hundred billion dollar organs cancer. There's a lot of innovation right now of what if you can detect those tumors much, much earlier? And instead of detecting it directly from a biopse of the tumor itself, you can detect it in the blood stream. That led me to a company called garden health which is basically the test that is catching this cir ing tumor, d and a of cancer.
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