The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Chang: Pharma Buyers Acquire Biotech Startups to Control Drug Launch Messaging
“So I think part of it also is buyers want to control the launch and control the commercial message.”
Nate Chang Feb 28, 2019 ▶ 3:37 What’s with All the Bio M&A in 2019?: A Quick Take
Insight
Chang: Gene therapy modalities create moats providing sustained cash flows
“If you actually think about gene therapy and new technologies, they are creating the moat. Meaning, for example, Avexis and SMA, they are the, probably the leading gene therapy program out there, and they want to continue building that franchise and have not o…”
Nate Chang Feb 28, 2019 ▶ 4:17 What’s with All the Bio M&A in 2019?: A Quick Take
Insight
Chang: Bio platforms require end-to-end operational solutions, not just discovery
“The platform is not just an enabling technology to source and discover new drugs, but it's also the breadth of end to end solutions for modality.”
Nate Chang Feb 28, 2019 ▶ 8:10 What’s with All the Bio M&A in 2019?: A Quick Take
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