Pfizer

“So we have developed some monster UTRs, untranslated regions, which flank the protein coding region which dictate those expression properties. Something like Tenex, the references from Moderna and Pfizer. And over the course of six months, got to in vivo data …”

“See, the cost of production is not material during the patent time. Right. So they don't. Three percent, four percent.”

“So I guess the lesson for fellow founders here, yes, you might be disadvantaged in terms of, you know, whether or not you play golf with the CEO of Pfizer and it might feel like it's impossible to penetrate this big pharma world. However, if your research matt…”

“Like if Pfizer or Eli Lilly took a little bit longer to adopt AI as a result of, you know, wanting to be more pragmatic, that'll be totally fine. They're not going to get disrupted. Like they have enough of market position. They have enough distribution. They …”

“So they are working with companies and industries like travel, healthcare, financial services, insurance companies like Pfizer, United airlines, and AIG to implement this technology within their workflows. And it's not just coding.”

“And then we subsequently acquired the assets of Pfizer in Venezuela. And then we subsequently last year acquired local assets Of a company called Vivas Pharmaceuticals, and the multiples were all around there.”

“So our mRNA vaccines from Moderna or Pfizer were gene therapies and they cost two bucks each, right? They were sold for 20 bucks or whatever the case might be. So we know that you can mass produce gene therapies extraordinarily cheaply.”

“Pfizer or the work we've done with a startup called evolutionary scale to be able to use generative AI to be able to design entirely to entirely new molecules to design entirely new antibodies that are manufacturable that can go on and find new drug targets. L…”

“Their customers are, I think, high-value goods. So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're Tracking and monitoring the environment of this high value cargo from beginning point to end point.”

“Its market cap has lost one hundred and forty billion dollars in valuation in 2023.”

“I would say that the company is also suffering from a credibility crisis by not leveling with the public about the efficacy and safety of their vaccines.”

“This was true in 2009 when Pfizer was buying Wyeth and Merck was buying Shearing Plow. Both were trading at really, really attractive spreads, but you had to say, look, they're both pharma deals. If there's going to be an issue, there could be an issue with bo…”

“Where's the fast platforms? Like, where's all the horizontal stuff? Where's the operating systems? And it's like nowhere, like vertical integration, Merck, Pfizer, Bayer, Syngenta, like every one of these companies is like its own tech stack top to bottom, you…”

“If you add up the top four or five tech companies, their market cap equals the entire industry for biopharma.”

“I think they're making 10 to fifteen billion dollars on this vaccine this year.”

“BioNTech, which is the company that made the first MRNA vaccine along with Pfizer, we invest in that company when it was still a private company back in 2017 when most people had never heard of MRNA... Back then the company had a two billion market cap in 2021…”

“And even just Pfizer alone has said that they need to make acquisitions to acquire twenty five billion dollars of revenue by the end of 2030.”

“So it was a marketplace model, and our customers were like Pfizer and Novartis and Inovoderm, and they would pay us 10 to 20,000 dollars per patient to recruit a patient. We would split that with the doctor.”

“The first multi-million dollar annual deals were a big customer, Pfizer, and, ah, it was just hand-to-hand combat.”

“I thought, oh, we've just raised a three million dollar round of capital here and it didn't cost us any dilution, right? The check came in.”

“These new pills have, I think, a very good shot of doing it next year because they're protease inhibitors, so they stop the virus From replicating, and just, and even if the spike proteins mutate, it will not prevent these protease inhibitors from working. So …”

“Kirkland, a private label brand, did more revenue last year than American Express, Pfizer, Coca-Cola, and Nike.”

“If it weren't for those three weeks, Moderna's vaccine would have happened before Pfizer, and it would have come out about a week before the election.”

“I believe if the Pfizer news comes out last week, Trump wins”

“And so Pfizer had this news weeks ago. Now I understand their reason for not wanting to appear to be influencing the outcome of the election. So I, that's why they held onto it.”

“China, India, and the Islamic empires were a lot like the Merck, Pfizer, and Novartis of today. They were global, everywhere, dominant. They're phenomenal at franchises. So in India, you've had the Taj Mahal. You know, in China, they built the Great Wall and j…”

“Roche lost exclusivity on Zolaire and Rituxin. Pfizer lost exclusivity on Lyrica. And GSK lost exclusivity on Advair.”

“I could see a Pfizer buying Omada, you know, and maybe coupling with a drug or maybe not. I could see Google buying a company like Omada. I could see Freenome being bought either by a therapeutics company that wants a diagnostic, or by, let's say, a sequencing…”

“If Amgen or Pfizer offers you 40 or fifty million bucks for the company today, do you sell? No. From our perspective, well, well, and particularly because of those types of, you know, these are pharmaceutical companies. I don't think they're well suited to sol…”

“So I met with David a couple months back, and one of the interesting things he talked to me about with his investment committee was getting non-financial people involved on the committee. And I think there's huge value in that. Like, at Tufts, we have CEOs of …”