Royalty Pharma

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jan 20, 2023 by Chamath Palihapitiya · said 5 times in 4 episodes since 2022 · across every show →

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brought up most by Chamath Palihapitiya (4), David Friedberg (1)

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Everything said about Royalty Pharma, oldest first

Jan 20, 2023 bullish
Assertion Supported
Chamath: Royalty Pharma has a $22.5B valuation and 90% EBITDA margins
“The best performing company in pharma is a company called Royalty Pharma. It's a 22 and a half billion dollar company that has 90% EBITDA margins.”
Chamath Palihapitiya Jan 20, 2023 ▶ 1:27:15 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
May 17, 2024 bullish
Prediction Open · timeframe May 2027
Chamath: Isomorphic Labs will reach Royalty Pharma margins at 10x-100x revenue
“I think something like isomorphic ends up being of that magnitude of margin scale, but at an order of magnitude or two orders of magnitude higher revenue.”
Chamath Palihapitiya May 17, 2024 ▶ 1:25:23 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
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