Eli Casdin
7 statements across 1 episodes · 5 bullish · 1 bearish · 1 people on the record · first statement Jul 15, 2021 by Eli Casdin · across every show →
On the record as a speaker too: Eli Casdin's record, appearances and statements → this page counts the times other people say the name.
Everything said about Eli Casdin, oldest first
Jul 15, 2021 bullish
Casdin: Drug development success rates will rise and costs will fall
“Our industry over the next 10 years, and I can say that comfortably, drugs are going to be higher chance of approval, higher chance of efficacy. Probability of success is going to go up continually, and cost of that success is going to come down.”
Jul 15, 2021
Jul 15, 2021 negative
Casdin: Overweighting M&A potential in valuation models drove excessive position sizing
“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…”
Jul 15, 2021 bullish
Jul 15, 2021 positive
Casdin: Public-Only Investors Miss Half of Sector Innovation
“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…”
Jul 15, 2021 positive
Casdin: Scaling check sizes over time de-risks capital-intensive life sciences investing
“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…”