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 8 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
Lamont: By 2000 there were 3,000 public biotech companies and 5 approved products
“That there were 3000 public biotech companies, and only five approved products.”
Lamont: Oak Investment Partners agreed to wind down and dissolve
“But the existing entity, Oak Investment Partners, wasn't going to exist any longer. That entity, we all agreed, was going to die. We were going to roll off all the companies, and we were the surviving new entity, essentially, Oak HCFT, so you could call us Oak…”
Lamont: Dispatch provides in-home ER services and dramatically cuts care costs
“Dispatch is actually providing, they have cars that literally provide ER and hospital-based services in your home. They come to your house, and it dramatically lowers the cost of care.”
Oak HC/FT companies accounted for 30% of $100M+ sector rounds in 2021
“I mean, we were, last year, we were, 30% of the rounds that were done, over a hundred million in our sectors, were OKCFT companies. And that is a pretty powerful stat, and those were all over a billion dollar rounds, in terms of valuation.”
Lamont: Series B and C round sizes have tripled over five years
“Well, I think the industry solved it for us because the size of a Series B and C is three times what it was five years ago.”
Hambrecht & Quist took Genentech and Apple public within three months
“And the first three months I was there, we took Genentech Public. We took Apple Public. I carried Steve Jobs bags on the Apple IPO Roadshow, and I was just exposed to the two of the most amazing entrepreneurs ever, and I fell in love.”