Novana's Stanford-based team produces in-house technology analyses, investment research briefs, and market trend writeups across edge computing, biotechnology, artificial intelligence, and other frontier technology industries.
We bring together scientific domain knowledge and end-to-end investment management expertise to produce empirically sound findings for those looking to invest in the future.
Meet the TeamWe're researchers at heart, with competent domains spanning cancer metabolism, ultrasound drug uncaging, spatial omics, ophthalmology diagnostics, and artificial intelligence.
Our investment management framework is the result of past professional experiences in long-only fundamental equities, enterprise-grade systematic investment strategy design, and buy-side equities trading.
We maintain deep, durable relationships across the Bay Area and East Coast, including those with scientific researchers, technical student-founders, venture investors, and asset management executives.
We have unparalleled access to Stanford's research faculty, student founders, and startup ecosystem, allowing us to source scientific innovations well before they enter venture or public market pipelines.
We backtest three factor investing-frameworks for U.S. biotech equities against a 15 year period, finding that none produced statistically significant alpha.
Novana Research examines the data center: its role in the AI value chain, infrastructure context, and future expansion hotbeds.
This piece is a part of Novana Scientific's "Concrete Foundations of Compute" series. Exploring the rise of biological (wetware) computing, its pioneers, and the future of hybrid AI hardware.