Sublime

Here's 10 best stocks for the next decade: 🧵 1. $HIMS - Disrupting healthcare. - 76% revenue CAGR since 2019. - Has +$120 billion untapped market potential. Strongest balance sheet among the young growth companies with $11 million debt... See more

👀 Yesterday VC firm @GeneralCatalyst @htaneja announced they would buy and operate a U.S. health system This health system would act as a “living lab” for new ideas, value-based business models, innovative care delivery models and GC’s portfolio companies - with the hope of building a blueprint for a better healthcare... See more

Comps: Mkt cap for pure play cell thx companies Source: SVB https://t.co/lK6s7Qza6O

I’ve been working with an IVF startup, @herasight, that has already screened hundreds of embryos. Today we come out of stealth with a paper showing that our predictors for 17 diseases — validated within-family — beat the competition, with improved performance in non-Europeans🧵 https://t.co/AanZJpymr5

Biotech has a consolidation problem + other insights from an analysis of >$1B biopharma M&A deals since 2019: Exhibit 1: YoY deal volume / value + % of deals by development stage & modality We've seen a noticeable dip in >$1B deals this year, although deal value... See more

(New thesis) Going direct with diagnostics. Consumer Tempus businesses. Concept Function Health and Superpower have demonstrated massive consumer willingness to spend on comprehensive health testing, but they don't provide net new insights beyond standard clinical biomarkers.... See more