biopharma

“If you add up the top four or five tech companies, their market cap equals the entire industry for biopharma.”

“My analogy is that it's not like x-ray crystallography. It's like computers. You're going to use it everywhere, and it's going to be transformative everywhere.”

“You see very, very few transactions of data. That's because no one trusts anyone else's data. You wait till there's a clinical trial, and the data is positive, and you buy the molecule. But you'd think that you'd see a lot more selling of data before that. But…”

“I think it's unlikely, it's possible, but it's unlikely that sort of, hey, they're just gonna remain pure model companies who just do deals with pharma, where pharma, you know, pays them a hundred million dollars upfront or something like that, and they have f…”