Printing the Next Industrial Revolution

Featuring Tasha Keeney

While 3D printing stocks have underperformed over the past five years, largely due to overestimates of consumer demand, these companies may be poised for outsized growth as they pivot towards the industrial and healthcare space. Tasha Keeney, analyst at Ark Invest, explores the new opportunities in the 3D printing market as well as the companies best positioned to benefit from the next industrial revolution. Filmed on June 19, 2018 in New York.

Published on
15 August, 2018
Topic
Technology, Macro, Global Outlook
Duration
17 minutes
Asset class
Equities
Rating
9

Comments

  • AV

    Alberto V.

    9 9 2018 13:17

    0       0

    She said Tesla shares are worth $4K over the next 5 years. What a pity, I really liked the interview.
    https://www.cnbc.com/video/2018/08/27/tesla-bull-and-bear-investors-debate.html

  • MB

    Matthias B.

    30 8 2018 12:03

    0       0

    I thought that Tasha dissected the various end market opportunities well and outlined the investment arguments in a concise and easy to understand manner. I admit that I lost track of the sector after the initial hype years ago so this was a timely update. Maybe RVTV could bring her back soon for a discussion to dig deeper. I sense that the end market applications could indeed provide a very rewarding long-term risk reward profile. Not sure whether it is better to play a basket via ETF or 2-3 single stocks to cover the portfolio exposure (my gut tells me to opt for an ETF). so thanks!

  • WP

    William P.

    25 8 2018 04:02

    0       0

    Excellent presentation!

  • MT

    Morgan T.

    24 8 2018 10:11

    3       0

    ARK also thinks Tesla is going to 4000$ a share in 5 years...I do think it's the future but i don't trust any numbers they come up with.

  • sB

    sylvain B.

    24 8 2018 02:14

    0       0

    superb informative presentation by Tasha. well done

  • SJ

    Stefan J.

    20 8 2018 10:15

    0       0

    Brilliant presentation ... Learned so much .. thanks RV

  • JL

    Jordan L.

    20 8 2018 01:22

    0       0

    The videos featuring Ark Invest have been extremely compelling. Keep them coming.

  • DL

    Dillon L.

    18 8 2018 14:29

    0       0

    Great stuff! Especially liked Organovo improving FDA clinical trials and reducing costs for new drug approval!

  • JS

    James S.

    17 8 2018 12:58

    1       0

    Some good names in Australia within this space. See A3D and TTT.

  • MY

    Michael Y.

    17 8 2018 06:02

    1       0

    Really enjoyed this, too.

  • DR

    Daniel R.

    16 8 2018 23:36

    1       0

    Enjoyed very much! If possible in the future, a summary slide of the companies mentioned would be helpful.

  • BK

    Brian K.

    16 8 2018 20:59

    3       0

    This was absolutely outstanding. Would love to see more material like this from RVTV.

  • GS

    George S.

    16 8 2018 18:08

    0       0

    So few people do a proper analysis of an industry's value chain. Fantastic video!!!

  • AP

    Arun P.

    16 8 2018 17:52

    0       0

    Great presentation!

  • JT

    Jimmy T.

    16 8 2018 14:53

    0       0

    The best RV piece I have ever seen...and there have been several excellent pieces. Great work. Actionable, new ideas, explanation, etc. This one has it all.

  • GP

    Gordon P.

    16 8 2018 13:16

    0       0

    Awesome presentation, Tasha, thank you

  • PG

    Philippe G.

    15 8 2018 23:48

    0       0

    Very well done!

  • JE

    James E.

    15 8 2018 21:31

    9       0

    Excellent video, please can we see more of these ‘discoveries’ pieces.
    Tasha is an impressive communicator.

  • FB

    Frank B.

    15 8 2018 18:02

    3       0

    Thanks for getting her on RV! Would love to hear more about Cathie and Ark. Patrick O’Shaughnessy had her on his podcast recently. She provides an in depth discussion on Ark Invest research framework and investing themes: Cathie Wood – Investing in Innovation - [Invest Like the Best, EP.97] from Invest Like the Best in Podcasts. https://itunes.apple.com/us/podcast/invest-like-the-best/id1154105909?mt=2&i=1000416930773

  • CB

    C B.

    15 8 2018 17:52

    0       0

    Interesting overview of a promising investment theme. Wish this were coupled with another video that dives into the specific companies and considers their valuations relative to outlook. Many of the names mentioned are trading at extreme PEs (ALGN, PTC, PRLB) or are unprofitable (SSYS, DDD), so hard to judge if there is value at today's prices.

  • JH

    Jesse H.

    15 8 2018 15:19

    11       0

    Truly excellent and very clear and well-presented. Please bring Tasha back. The whole area is fascinating and her communication skills were brilliant here.

  • PJ

    Peter J.

    15 8 2018 15:09

    3       0

    Excellent presentation

  • SL

    Suqin L.

    15 8 2018 13:35

    9       0

    Excellent presentation. Excited to see RVTV explore tech front area like this. This kind of material is what we expected. There are in depth discussions about the technologies, the developments and company names. Love it. 👍

  • MN

    Michael N.

    15 8 2018 10:57

    5       0

    PRNT ETF holds a lot of the companies that were mentioned. I'll be watching this one again. Great stuff RV.

  • JM

    John M.

    15 8 2018 10:53

    2       0

    Wow! This is an exciting area that I, like many others, had forgotten about. There is so much potential here and many more opportunities than I had imagined. Thanks very much!

  • PU

    Peter U.

    15 8 2018 10:48

    12       0

    Shelving new drug candidates because of liver toxicity issues unveiled in the laboratory is a lot less expensive than ending big clinical trial programs after they enlist armies of healthcare professionals, statisticians, and patients. With this in mind, the market had big expectations for Organovo's exVive3D Human Liver Tissue when it launched three years ago.

    Despite some early interest, the bioprinted tissue hasn't been able to compete against cheaper, simpler options. In the first half of the year, the company reported a disturbing reduction in contracts for its liver toxicology services.

    However, total product and service revenue grew 12% because of some surprising new sources of sales. Organovo set up the Samsara subsidiary to ensure a constant supply of the primary human cells used in its own tissue printers but has also been selling primary cells to clients at a profit.

    Organovo's printed liver tissue might be too expensive for simple toxicity screening, but they can also be used to model a specific problem drug developers are trying to fix, such as non-alcoholic steatohepatitis, high cholesterol, or cancer. In the first half of fiscal 2018, approximately 65% of Organovo's orders represented disease-modeling projects.

    Disease models and individual primary cells may not be the growth drivers we expected years ago, but it's encouraging to see that the company's new CEO, Taylor Crouch, has some near-term opportunities to focus on. Keep your eyes open for a lot more service revenue from these two contributors in the year ahead.