The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Wong: Around a dozen dedicated healthcare firms manage over $1B
“I don't know the exact number, but healthcare dedicated firms that are managing meaningful amounts of capital, like north of a billion dollars is probably, you know, a dozen plus or minus something like that.”
Wong: Biotech is in its second-deepest and second-longest bear market ever
“So we are 18 months into a biotech bear market that's the second worst
Correction in the history of the industry, right?
The first being the obvious one, the genomics bubble bursting in 2000 to 2003.
It's second longest, second deepest.”