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biotech

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 18, 2022 by Ari Lipman · across every show →

Everything said about biotech, oldest first

Jan 18, 2022 negative
Insight
Ari Lipman: Low-value commodities present severe market entry hurdles for biotech
“If you're making something that's super low value it's pretty hard to break into a new market.”
Ari Lipman Jan 18, 2022 ▶ 7:58 Microbes, meat and materials: biotech meets climatetech
Jan 18, 2022 neutral
Assertion Supported
Lipman: Biotech investment remains predominantly concentrated in pharma
“The majority of kind of applications and investment in biotech broadly is still related to pharma.”
Ari Lipman Jan 18, 2022 ▶ 6:25 Microbes, meat and materials: biotech meets climatetech
May 21, 2026 neutral
Insight
Von Munch: Milestone-gated financing requires clear terminal value but unpriced intermediate steps
“I think the, there are two things that kind of have to be true for a structure like this to make sense. I think one of them is that you have to have Very high conviction in how the market will value this big end thing. Or not end thing, but like this big inter…”
Carrie Von Munch May 21, 2026 ▶ 37:31 A blueprint for scalable fusion power
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