life sciences

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 15, 2021 by Eli Casdin · across every show →

Everything said about life sciences, oldest first

Jul 15, 2021 bullish
Prediction Not checkable as stated
Casdin: Life sciences can compound at a 20% CAGR over next decade
“And I still think very confidently that you can compound at a 20% Tager over the next decade while buckle up because it's going to be very volatile and it's not going to happen in a straight line.”
Eli Casdin Jul 15, 2021 ▶ 1:05:12 Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
Jan 17, 2022 bullish
Assertion Partly supported
O'Sullivan: SOSV is world's most active investor in life sciences and hardware
“We're the world's most active investor in life sciences and hardware and also just generally we would rank as Perhaps the world's third most active seed investor. And I think we make a top 10 in the world's most active Series A investors as well.”
Sean O'Sullivan Jan 17, 2022 ▶ 30:38 Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
Feb 5, 2024 bearish
Insight
Chinese competition threatens expected cyclical rebounds in semi equipment and life sciences
“I think where investors would be liable to get tripped up in these industries here is the snapback tends to be less sharp than expected because there's emerging competition from Chinese competitors.”
Sanjay Ayer Feb 5, 2024 ▶ 54:50 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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