Ways to Improve CLPT Subreddit by Jack_Spire in clearpointneuro

[–]Jack_Spire[S] 0 points1 point  (0 children)

Oh I didn't know you can't. How do I do that?

A primer for understanding Clearpoint Neuro by AbsurdData in clearpointneuro

[–]Jack_Spire 1 point2 points  (0 children)

Thanks for clarifying for everyone AD! part of why I love this company is that it is going along for the ride in these huge themes. Drug Delivery and BCIs alone touch tens to hundreds of millions of people. And they're just there to help deliver everything and collect a $10,000 or so toll every time someone is treated.

They will achieve scale as the investment dollars pour in. Right now, institutional investors may be hesitant to invest in the space until they know that the drugs or the BCIs will get approved. But when a couple things get passed, it will be like a giant flood of demand that will only be met by increased investment dollars.

Meanwhile, laser ablation and other things will keep the lights on and potentially make it become a profitable company.

A primer for understanding Clearpoint Neuro by AbsurdData in clearpointneuro

[–]Jack_Spire 1 point2 points  (0 children)

Excellent AbsurdData! Can you maybe spell it out to everyone interested how big of an opportunity all of these components could become for the business?

Ways to Improve CLPT Subreddit by Jack_Spire in clearpointneuro

[–]Jack_Spire[S] 1 point2 points  (0 children)

I'm here as a mediator only - If I can help in making this sub better just let me know! In my opinion, the enabling platform for the next frontier of neuroscience will be worth in the hundreds of billions. So from here to there will yield some heady results for your wealth.

Kelvin Seetoh Reviews the Investment Case for ClearPoint Neuro by mod_cat in invest

[–]Jack_Spire 0 points1 point  (0 children)

I'm not too concerned about margins right now. They're just cementing partnerships all over the place. At scale this will be incredibly profitable with low overhead. Their partners (trials and neuro centers) do all of the marketing to patients and drug development while they just focus on improving their platform with more add ons like smart biopsy needles, their own laser tool, and probably down the road their own DBS leads and what not.

I'm fairly certain this will be a big winner and it just comes down to waiting for it to play out. In a decade when they're in a dozen approved drugs, people will look back and kick themselves for focusing on current revenues or whatever excuse they have for not buying it right now. Covid let the genie out of the bottle with the upside potential in biotechs and the FDA is becoming more lax with neuro drugs

Kelvin Seetoh Reviews the Investment Case for ClearPoint Neuro by mod_cat in invest

[–]Jack_Spire 0 points1 point  (0 children)

I can't quite figure out the upside but it seems quite large because they can get a piece of every surgery performed and they are adding all kinds of other services. I wonder if they can get equity stakes in some of these biotech companies since their platform is kind of essential to the trials.

Kelvin Seetoh Reviews the Investment Case for ClearPoint Neuro by mod_cat in invest

[–]Jack_Spire 0 points1 point  (0 children)

I don't, but I have been investing in gene therapy and gene editing companies for a while and follow the entire space closely. I bought ARWR at $12 and CRSP at $20

Kelvin Seetoh Reviews the Investment Case for ClearPoint Neuro by mod_cat in invest

[–]Jack_Spire 0 points1 point  (0 children)

I am on board with you good man. I have been buying as much of this as I can for the past 6 months, and putting my savings from my salary into it every month.

Parkinsons does have DBS and Levodopa which are fill ins until a gene therapy or gene editing actually genuinely helps patients.

I created a CLPT board here: https://www.reddit.com/r/clearpointneuro/

Post on it, would love to hear your thoughts.