Sublime
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GLP1s have added $1T in market cap to Eli and Novo over the last 5 years. That's 3x+ the market cap created by all biopharma startups over the last 30 years combined. This is a bit of an indicment of the biotech startup ecosystem. There are many $1T and even $10T drugs to be invented, we just don't fund them. Through no one persons fault, the biote... See more
Blake Byersx.com
There’s a fund manager out there I have been following for a few years who consistently nails biotech buyouts. Here are his new buys https://t.co/oLwSS0am8Y
For Blood and Money: Billionaires, Biotech, and the Quest for a Blockbuster Drug
10 bio companies on the edge of legality and ethics:
- Alcor - freezes people after death (running since 1974; >200 people frozen)
- Viagen - clones animals like cats, dogs, and horses for private owners
- Nectome - brain preservation co aiming at long-term memory preservation (Sam Altman on waitlist)___LI... See more
Dr. Shelbyx.com
83% of public biotech stocks debuted in the last 10 years,
Biotech is a 'survival of the fittest' industry,
Only the strong survive and cash is the lifeblood,
But the problem with the current batch of #biotech #stocks is...🧵
Chart f... See more
A new position in David Poppe’s Giverny Capital - Medpace Holdings, providing clinical trial tests for small biotech companies. The founder owns 17%, stock at 25x PE.
$MEDP
The link to the full Q3 letter in reply. https://t.co/5ktdHceiDS
Solving "boring" problems can be lucrative in life science. Danaher is a conglomerate that makes your centrifuges, antibodies, microscopes, etc. Within ~1/2x $AAPL return since '85...without making a drug. "Hard" to replicate but underrated in all the high-flying tech talk. https://t.co/2zVGmHeFkf
Everyone connected in any way to the biotech and pharma world should watch this.
Adam Feuerstein ✡️x.com
Top holders of 2023 biotech M&A Targets (via SVB Securities) https://t.co/qpdepfwcV3