Investment Thesis
Eric Schadt, Ph.D., a professor at the Icahn School of Medicine, set out to revolutionize medical care by integrating genomic analysis into routine clinical practice. He envisioned an ecosystem where clinicians could use genomic information to personalize treatment and improve patient outcomes. His idea took root in the University’s hallways, culminating in the creation of Sema4 (NASDAQ:SMFR). At its heart is Centrellis, an AI-powered dynamic database with a powerful analytics engine that links DNA to clinical data to help doctors make better clinical decisions at the point of care.
With the arrival of cheap and effective gene sequencing technologies, many healthcare Key Opinion Leade…
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