Casdin Capital

“We're invested in a company called Page AI that is digitizing all eight million pathology slides, little bits of tissue out of cancer patients.”

“We're about 55% therapeutics. I bet we're 30% therapeutics.”

“The human genome was finished in oh three, cost the government about three billion dollars, and took about 13 years to do. If you had started in that day, it would have taken you three, four, five years, and cost you 300 plus million. It was done in a room f…”

“When volatility hits in the public markets, I would say in my experience over the last decade in this fund, nine out of 10 times, it has been because of something unrelated to our industry.”

“The biggest investment mistake I've made in this firm, this fund, which, because I've made a lot, my wife can tell you about those, is that I calculated the potential of M&A into my valuation model and overly weighted it. For a particular outcome, and it drove…”

“If you're only investing in public companies and not talking to private companies, you're only hearing half the story. If you're talking to them, but not investing in them, they're only telling you half the story. And on occasion, the tip of the spear innovati…”

“What typical venture investors try to get as much money in, in their first slug, and then they fight dilution on the way down. What we're doing is scaling up over time because these companies are burning a hundred to a hundred and fifty million dollars every 1…”

“Today we manage three and a half billion or so in capital across public and privates. We've invested in over a hundred private companies.”

“What we learned was that high catalysts were negatively correlated with return. And low catalyst actually was positive quarterly.”