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Please enjoy ARK's weekly newsletter curated by our thematic analysts and designed to keep you engaged with disruptive innovation. Have a wonderful day!
 
Industrial_-Innovation

Drones Could Save 20,000 of Lives Lost to Out-of-Hospital Cardiac Arrests Annually

Follow Sam on Twitter @skorusARK

 

Each year in the US, roughly 350,000 cardiac arrests occur outside of hospitals but only 12% of the victims survive. One of the reasons the survival rate is so low is that ambulances arrive an average of eleven minutes after a call to 911. While eleven minutes is impressive, as shown below even shorter response times could save many lives.

 

Electric vertical take-off and landing drones (eVTOLs) could be life-saving time savers. Opener’s Blackfly, for example, could get a paramedic to the scene first, in just five minutes according to ARK’s research, saving as many as 20,000 lives annually, as shown below.

 

Stay tuned for a blog that will dive into the economic case for establishing an eVTOL ambulance network.

 

Survivial-rate-ambulance

Source: ARK Investment Management LLC; 

https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.116.024400

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6156551/

 

Internet-Innovations

AIR London Summit 1.0 Focused on the Impact of Technology on Alpha Generation

Follow Max on Twitter @mfriedrichARK

 

This week, ARK attended the inaugural AIR Summit, a conference focused on the use of technology in alpha generation for investors. The asset management industry has been under pressure for some time now, battling the shift to passive investing, late stage private equity investing, and new entrants like Robinhood and other tech-oriented competitors like Renaissance Technologies that have been leveraging data and artificial intelligence (AI) for decades.

 

In their quest to deliver alpha, asset managers are turning to Fintech startups, 12 of which presented at the London AIR Summit. The startups ranged from those deploying natural language processing to those espousing behavioral economics. Notably, most of the startups listed not only venture capitalists as early stage investors but also major financial institutions, speaking to the magnitude of challenges the industry is facing.

 

The AIR summit provided an interesting opportunity to learn about the innovation that could contribute to alpha generation in the future. At ARK, we aim to deliver alpha over the long term by focusing solely on disruptive innovation.

 

 

According to Fidelity, Institutional Interest in Cryptoassets Is Increasing 

Follow Yassine on Twitter @yassineARK

 

A survey commissioned by Fidelity suggests that institutional interest in cryptoassets is building. After surveying more than 400 U.S. institutional investors, ranging from pensions to endowments and foundations, Fidelity found that 70% believe that cryptoassets could be attractive as a new asset class. Most attractive to them are the non-correlation of cryptoassets with traditional asset classes and the new technologies that are enabling them. The infographic below highlights other cryptoasset properties that institutional investors find interesting.

 

fidelity

(Source: Fidelity Investments)

 

Nearly half (47%) of the institutional investors surveyed believe that digital assets could play a role in their investment portfolios, with 22% already having exposure. Of the 47%, 72% said they would prefer to gain exposure through investment products that hold digital assets. Fidelity’s full press release on this topic can be found here.

 

The results of Fidelity’s survey add to evidence that institutional interest in cryptoassets is building. A few months ago, Cambridge Associates published a report suggesting that investors should explore cryptoassets as a long term solution for storing and transfering wealth.

 

 

Beyond Meat Is Beyond Valuation

Follow James on Twitter @jwangARK

 

Thus far in 2019, the hottest IPO has not been a tech darling like Lyft, Pinterest, or Zoom. Instead, it has been Beyond Meat, a company that makes plant-based meats. Shares of Beyond Meat priced during the initial public offering (IPO) at $25, opened at $46, and closed the week at $67—up 168%.

 

Beyond Meat is capitalizing on the trend of consumers eating less meat for reasons associated with health, the environment, or animal welfare. The company says that it combines chemistry, biology, materials science, and biophysics to engineer and produce products comprised primarily of peas and grains.

 

Food tech companies like Beyond Meat, Impossible Burger, and Memphis Meats offer products that mimic the sense of eating meat without slaughtering animals. Food giants like Tyson and Nestle also are developing meat substitute products.

 

Never to shy away from primary research, several members of ARK’s research team did a side-by-side taste test of Beyond Meat and Impossible Burger. On a scale of 1-10, the team scored the products as follows:

 

Burger

(Source: ARK Investment Management LLC)

 

Overall, Beyond Meat’s reception was positive, its average score a hair lower than the much-lauded Impossible Burger. With further development, plant-based meat could disrupt animal meat.

 

While the “meat” was good, Beyond Meat’s valuation was much harder to swallow. At 40x sales, it is being valued like a software company, but at the end of the day, it’s selling food.

Health-Care

Single-Cell Genomics Is Building the Foundation for Improved B-Cell Lymphoma Diagnostics

Follow Simon on Twitter @sbarnettARK

 

Liquid tumors are a form of cancer that arises when certain types of blood cells proliferate exponentially inside bone marrow, impeding healthy blood cells from entering the bloodstream, and causing cancer. Blood samples typically contain orders of magnitude more healthy than mutated DNA, making the sequencing and analysis of mutations very difficult.


A recent study focused on single cell sequencing seems to have overcome this hurdle. Researchers isolated single B-cells from individuals aged 1-100 years old and discovered that B-cell mutations evolve gradually, not spontaneously as once thought. The mutations occurred in regions of DNA that spur B-cells to grow and divide, suggesting that they could proliferate in any individual, whether healthy or cancer-prone. 

Given this mutation signature, single-cell sequencing diagnostics targeted toward specific regions of the genome could become screening tools for liquid tumors, potentially identifying cancers in Stage 1. 


ARK's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For a list of all purchases and sales made by ARK for client accounts during the past year that could be considered by the SEC as recommendations, click here. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. For full disclosures, click here.


 

 

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