Key Takeaway: Look Past the Storm & Focus on the Upside
Atop the Rock’efeller: Golden Age of Science
Regulator’s Voice: Juggling Risk, Reward & Innovation
Bid-Ask Spread: Banking Long Duration Assets &, Yes, M&A
Founding & Funding: Entrepreneurs, Venture & Capital
Growth Investing: Markets, Philosophy & Compounding
Spot Themes: Ai & Data’s Opportunity in Life Sciences
Buy Innovation: Gene Editing, The Next Therapeutic Modality
Time Growth: Early Stage Commercial Escape Velocity
Management, Management, Management: Great People Consolidating Good Products
Eli Casdin on Biotech at Sohn 2024
Life Sciences Spotlight Pt 1: Green Shoots, Red Herrings? Views From the Life Sciences Battlefield