Arthur Hanson
Well-known member
On slide 5 at the JPMorgan health care conference on 1/14/15 WX inadvertently tipped their hand on their links to Apple and TSM. I've had a top fund manager (founding partner 5+ billion dollar fund) and a VP of a very large US brokerage look at the sum of facts and they agree based on this and preponderance of evidence that this is a very real possibility. Wuxiapptec is a true bio foundry, even more of a true foundry than TSM, in that they not only production foundry, but a research/knowledge development foundry. The linkage between the leading bio foundry and the leading semi foundry is no accident, especially with Apple being listed in the same slide. Also WX is being taken private by management just on the cusp of this game changing play coming to be.
For Apple, this will make the IPhone a key part of medical treatment and not an optional item. For others it will become a key part of maintaining optimum health and conditioning. This not only moves Apple into a new area, but widens the moat between them and everyone else. This will also benefit TSM in both the semis and extensive range of mems needed to make this happen. The watch is just one part of Apples expansion into health care and fitness. Apple has also been working with Kaiser, the largest private health care organization in the world. Apple already has a more stable and secure platform that gives them an additional edge in these critical health care functions. An additional benefit will be a large data base that will have the ability to massively alter medical research by providing 60/60/24/7/365 real time data over a large sample base, something medical researchers have never had before, in fact they have never had access to a data base even close to this in depth, breadth and timeliness. This will be an additional game changer. It will be interesting to see the semis, mems and software that comes out of this great endeavor. The phone has gone from being just communications to being the ultimate personal computer that is the gateway to ourselves, our social life and the world. Where it goes from here is only limited by the imagination. Health care and conditioning is just one more step in this progression.
The medical market is something Apple desperately needs and is one of the very few markets large enough to give Apple serious growth. The medical market is 3 trillion in the US and 7 trillion world wide. Morris Chang has publicly stated that MEMS are one of three greatest business opportunities out there and this alliance if true would serve all three companies. Like Apple, TSM needs a large new market and medical is it. For China, this gives them a true world class company in an area where they can take the lead on the cutting edge, something they want and don't have now. WX already has relationships with over half the top 20 pharma companies world wide and the Mao clinic, the top medical research organization in the US. WX has also made moves to lock up cutting edge medical technologies where ever possible and have built research facilities in the US. WX can take a medical concept to a product through FDA certification for which their facilities are fully certified. They also have met European Union standards. I could be mistaken, but I feel that slip may be an indicator of a grand technology alliance being formed. All three firms are well known for their secrecy and discretion. This may be one of the greatest changes to the semi and tech industry seen in decades. Below is one other piece of the puzzle of an acceleration of Chinese intentions.
GE Ships Ready-Made Drug Factories From Berlin to Beijing - Bloomberg Business
In the interest of full disclosure I own stock in TSM and WX
11/03/15 Additional note, Chairman of GlaxoSmithKiline announced big push of 20 drugs across 4 platforms, what an opportunity for drug monitoring, key research partner is WX, this offers WX and their partners large opportunities to be involved in real time monitoring in real time of newly released drugs and to build a new type of platform for the future in drug monitoring. This offers opportunities for new drugs, semis, mems and software in a market that is already of staggering size. It also turns out that GSK also in working with Apple using their Health Kit platform.
For Apple, this will make the IPhone a key part of medical treatment and not an optional item. For others it will become a key part of maintaining optimum health and conditioning. This not only moves Apple into a new area, but widens the moat between them and everyone else. This will also benefit TSM in both the semis and extensive range of mems needed to make this happen. The watch is just one part of Apples expansion into health care and fitness. Apple has also been working with Kaiser, the largest private health care organization in the world. Apple already has a more stable and secure platform that gives them an additional edge in these critical health care functions. An additional benefit will be a large data base that will have the ability to massively alter medical research by providing 60/60/24/7/365 real time data over a large sample base, something medical researchers have never had before, in fact they have never had access to a data base even close to this in depth, breadth and timeliness. This will be an additional game changer. It will be interesting to see the semis, mems and software that comes out of this great endeavor. The phone has gone from being just communications to being the ultimate personal computer that is the gateway to ourselves, our social life and the world. Where it goes from here is only limited by the imagination. Health care and conditioning is just one more step in this progression.
The medical market is something Apple desperately needs and is one of the very few markets large enough to give Apple serious growth. The medical market is 3 trillion in the US and 7 trillion world wide. Morris Chang has publicly stated that MEMS are one of three greatest business opportunities out there and this alliance if true would serve all three companies. Like Apple, TSM needs a large new market and medical is it. For China, this gives them a true world class company in an area where they can take the lead on the cutting edge, something they want and don't have now. WX already has relationships with over half the top 20 pharma companies world wide and the Mao clinic, the top medical research organization in the US. WX has also made moves to lock up cutting edge medical technologies where ever possible and have built research facilities in the US. WX can take a medical concept to a product through FDA certification for which their facilities are fully certified. They also have met European Union standards. I could be mistaken, but I feel that slip may be an indicator of a grand technology alliance being formed. All three firms are well known for their secrecy and discretion. This may be one of the greatest changes to the semi and tech industry seen in decades. Below is one other piece of the puzzle of an acceleration of Chinese intentions.
GE Ships Ready-Made Drug Factories From Berlin to Beijing - Bloomberg Business
In the interest of full disclosure I own stock in TSM and WX
11/03/15 Additional note, Chairman of GlaxoSmithKiline announced big push of 20 drugs across 4 platforms, what an opportunity for drug monitoring, key research partner is WX, this offers WX and their partners large opportunities to be involved in real time monitoring in real time of newly released drugs and to build a new type of platform for the future in drug monitoring. This offers opportunities for new drugs, semis, mems and software in a market that is already of staggering size. It also turns out that GSK also in working with Apple using their Health Kit platform.
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