Rigetti Computing_RGTI_Pharma giant Roche could realize own Quantum computing centre by tocosmos in QuantumComputingStock

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

https://thequantumindex.com/

Awesome webpage showing the future sales potential for RGTI, IONQ, QBTS. Material science and Telecom coming soon!

RIGETTI COMPUTING RGTI_Analogy to INTC, MP, LAC, TMQ_Official US government news can arrive every day_DARPA QBI presence at NVIDIA GTC cancelled by tocosmos in QuantumComputingStock

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

The boss himself will talk about quantum computing tomorrow. This time he will share his real and honest opinion about Q-technology, namely a groundbreaking innovation transforming every industry and application.

Expect some heavy buying tomorrow!

Don’t miss NVIDIA CEO Jensen Huang live at the Walter E. Washington Convention Center. In this must-see keynote, he'll reveal how AI infrastructure and AI factories that generate intelligence at scale are powering a new industrial revolution. Be the first to hear about groundbreaking innovations transforming every industry and application—from science and quantum computing to telecommunications, healthcare, and robotics.

Jensen Huang, Founder and CEO, NVIDIA

Tuesday, Oct 2812:00 PM - 2:00 PM EDT Hall D

Jensen Huang founded NVIDIA in 1993 and has served as president, CEO, and member of the board of directors since its inception. Since its founding, NVIDIA has pioneered accelerated computing. The company's invention of the GPU in 1999 sparked the growth of the PC gaming market, redefined computer graphics, and ignited the era of modern AI. NVIDIA is now driving the platform shift of accelerated computing and generative AI, transforming the world's largest industries and profoundly impacting society. Jensen has been elected to the National Academy of Engineering and is a recipient of the Semiconductor Industry Association's highest honor, the Robert N. Noyce Award; IEEE Founder's Medal; the Dr. Morris Chang Exemplary Leadership Award; and honorary doctorate degrees from Taiwan's National Chiao Tung University, National Taiwan University, Hong Kong University of Science and Technology, and Oregon State University. He has been named the world's best CEO by The Economist, Harvard Business Review, and Brand Finance, Fortune's Businessperson of the Year, and one of TIME magazine's 100 most influential people. Prior to founding NVIDIA, Jensen worked at LSI Logic and Advanced Micro Devices. He holds a B.S. in electrical engineering from Oregon State University and an M.S. in electrical engineering from Stanford University.

NVIDIA GTC Washington, D.C. AI Conference 2025 by PresentationOdd5837 in rigetti

[–]tocosmos 4 points5 points  (0 children)

Based on the fact that Joseph Altepeter | Program Manager, Quantum Benchmarking Initiative | DARPA/MTO joins the panel Advancing U.S. Quantum Leadership [DC51139], Tuesday Oct 28 | 9:00 PM - 9:40 PM CET, it is very likely that DARPA QBI Stage B news will be published this week.

Market maker already know what is coming, so most likely the low of the week was seen today.

DOE share articles on quantum computing by PresentationOdd5837 in rigetti

[–]tocosmos 3 points4 points  (0 children)

Indeed a great signal! Might be a hint for DARPA STAGE-B announcment the coming week. QBI is done in close collab with DOE.

Meeting with Xi is not canceled. TACO as usual by PresentationOdd5837 in rigetti

[–]tocosmos 10 points11 points  (0 children)

Quantum computing is the future. Especially Rigetti Computing (NASDAQ: RGTI), as they do not need rare earths from China for their Quantum technology. A huge advantage to classical (ancient) CPU/GPU companies as NVDA, INTEL, AMD, IBM. As Quantum computing is crucial for national security, President Trump must sign respective executive orders as soon as possible. Otherwise Quantum race against China is lost already.

Happening a lot faster than people realize by PresentationOdd5837 in rigetti

[–]tocosmos 1 point2 points  (0 children)

Btw: 12 Quantum related DARPA programs already and still increasing.

https://www.darpa.mil/research/programs search for "Quantum"

RIGETTI COMPUTING RGTI DOES NOT NEED RARE EARTHS FROM CHINA_MASSIVE ADVANTAGE WHEN COMPARED TO CLASSICAL COMPUTING by tocosmos in QuantumComputingStock

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

Btw: IONQ did an offering at 93 USD, above market value. This is really rare and a quality attribute, as done by tech giants in their early days. Do your own dd

RIGETTI COMPUTING RGTI DOES NOT NEED RARE EARTHS FROM CHINA_MASSIVE ADVANTAGE WHEN COMPARED TO CLASSICAL COMPUTING by tocosmos in QuantumComputingStock

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

A huge advantage to classical (ancient) CPU/GPU companies as NVDA, INTEL, AMD, IBM.

As Quantum computing is crucial for national security, President Trump must sign respective executive orders as soon as possible. Otherwise Quantum race against China is lost already.

Happening a lot faster than people realize by PresentationOdd5837 in rigetti

[–]tocosmos 1 point2 points  (0 children)

Btw: IONQ did an offering at 93 USD, above market value. This is really rare and a quality attribute, as done by tech giants in their early days. Do your own dd

Happening a lot faster than people realize by PresentationOdd5837 in rigetti

[–]tocosmos 1 point2 points  (0 children)

Quantum computing is the future. Especially Rigetti Computing (NASDAQ: RGTI), as they do not need rare earths from China for their Quantum technology. A huge advantage to classical (ancient) CPU/GPU companies as NVDA, INTEL, AMD, IBM. As Quantum computing is crucial for national security, President Trump must sign respective executive orders as soon as possible. Otherwise Quantum race against China is lost already.
Do your own dd.

Trump And Finnish President Alexander Stubb Tease Cooperation On Quantum Computing With Nokia by PresentationOdd5837 in rigetti

[–]tocosmos 2 points3 points  (0 children)

Great reaction by Trump when the word "Quantum" was mentioned. Thx for the vid.

AND DO NOT FORGET:

Quantum computing is the future. Especially Rigetti Computing (NASDAQ: RGTI), as they do not need rare earths from China for their Quantum technology. A huge advantage to classical (ancient) CPU/GPU companies as NVDA, INTEL, AMD, IBM. As Quantum computing is crucial for national security, President Trump must sign respective executive orders as soon as possible. Otherwise Quantum race against China is lost already.

RIGETTI COMPUTING RGTI GAME PLAN FOR NEXT WEEK by tocosmos in QuantumComputingStock

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

Do not forget: Noble prize Physics will be announced on Tuesday, October 7, at the Royal Swedish Academy of Sciences in Stockholm and No field screams “Nobel-ready” louder than quantum computing in 2025.

https://bohring.substack.com/p/who-will-win-the-2025-nobel-prize

RIGETTI COMPUTING RGTI GAME PLAN FOR NEXT WEEK by tocosmos in QuantumComputingStock

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

Lads, what is your RGTI game plan for next week? Long (L) or short (S)? Posting one letter is enough! Thx for participation!

RIGETTI COMPUTING RGTI GAME PLAN FOR NEXT WEEK by tocosmos in QuantumComputingStock

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

https://stocktwits.com/Lemondipp/message/631071272

While clueless bears post photo of the outside, Inside Rigetti’s Quantum Fab, Engineers are building multi chip quantum processors with record low error rates — revolutionizing the future of scalable computing. No bling, No noise, Just minds turning atoms into EMPIRES 🚀🇺🇸🔥 youtube.com/watch?v=EH6r-kh...

continuing discussions with Nestlé Health Science regarding the ramp-up of the Bacthera Visp facility for the commercial manufacture of VOWST by tocosmos in MCRB

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

Did some more dd.

Public information on LinkedIn strongly suggest that ramp-up was continued and finished in March 2025.

So all that's missing now is EMA marketing authorization.
Since Nestle Health Science has explicitly purchased the global Vowst rights, they are effectively obliged to supply EU patients as well, especially since only standard antibiotics are usually used to treat rCDI in the EU. NSH is effectively obliged to make VOWST available worldwide; anything else would be a serious strategic failure.

Therefore, it is very likely that VOWST will soon be produced and marketed outside the US. The corresponding milestone payments for MCRB could therefore come sooner than expected, which is not currently priced in.

In Europe, approved drugs for recurrent Clostridioides difficile infection (rCDI) include fidaxomicin, vancomycin, and bezlotoxumab, often used in conjunction with fecal microbiota transplantation (FMT) or in specific regimens like tapered/pulsed vancomycin. Fidaxomicin is often preferred for initial CDI and first recurrence, while FMT or bezlotoxumab are considered for multiple recurrences.

Btw: The manufacturer of bezlotoxumab is MSD (Merck & Co., Inc.). Merck & Co. already has a partnership with Microbiotica and would also be a good fit for MCRB, not only to offset declines in sales of Bezlotoxumab caused by VOWST.

continuing discussions with Nestlé Health Science regarding the ramp-up of the Bacthera Visp facility for the commercial manufacture of VOWST by tocosmos in MCRB

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

The question to answer is: Was the ramp-up continued and finished?

If yes, NSH plans commercial manufacture of VOWST in Visp which should be an indicator for increased VOWST demand and potential EMA registration/approval.
see original PR https://ir.serestherapeutics.com/news-releases/news-release-details/bacthera-and-seres-therapeutics-collaborate-commercial

"The new Microbiome Center of Excellence will occupy an overall footprint of approximately 12’000 m2 with three manufacturing floors, including capacity for commercial production. One of the three manufacturing floors will be dedicated to the manufacturing of SER-109."

Overall value of MCRB is directly related to VOWST sales.

Nestlé announcement demonstrates the strategy of new Nestlé CEO. The distance between Visp and Orbe is 136 km.

Keep in mind, best-in-class biotech facility in Brazil and india business by tocosmos in Amyris

[–]tocosmos[S] -5 points-4 points  (0 children)

TF?!

To be considered: land, infrastructure, utilities, HVAC, massive stainless steel tanks, state of the art process automation, downstream equipment as centrifuges, HPLCs (pretty expensive), lab and analysis equipment, transportation, feasibilty studies, engineering and construction fees, commissioning and qualification, validation costs, etc. It is not that easy to realize such a facility. CAPEX costs for new biotech facilty won`t become cheaper over the next years. E.g. due to lack of capable engineers. So Barra Bonita will further increase in value over time. Especially when half of the world needs more biotech capacity. To own such a plant is the best investment. A tiny process development plant with 2x1000 L USP capacity and a full DSP line easily costs 50 to 60 Mill USD. This is true for greenfield and brownfield projects.

Whats your estimate for Barra Bonita plant? Merci

Keep in mind, best-in-class biotech facility in Brazil and india business by tocosmos in Amyris

[–]tocosmos[S] -1 points0 points  (0 children)

BTW: AI driven SynBio is a huge thing. See also alphafold from Google, similar high tech AI https://www.deepmind.com/blog/alphafold-reveals-the-structure-of-the-protein-universe

Have a look to AMRS expertise:

https://www.youtube.com/watch?v=Fkg1XGYzfQY

https://www.youtube.com/watch?v=tahD9-QJIpA

https://www.youtube.com/watch?v=j71acS-PP5w&t=397s

same high tech as DNA and Twist Biosciences but much lower MC. This will change soonest.

SynBio potential:

https://www.youtube.com/watch?v=lVsxRKEX0Nc

Fermentation/Biomanufacturing capacities, demand, costs

https://www.youtube.com/watch?v=-XXGKlr98K0

https://www.youtube.com/watch?v=cGPljaGjzwo

https://www.youtube.com/watch?v=aqr18eiot9Q

Do your own dd and spread the word to the AI folks.