platform
also referred to as: platforms
3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Feb 27, 2025 by Noubar Afeyan · across every show →
Everything said about platform, oldest first
Feb 27, 2025 positive
Feb 27, 2025 negative
Afeyan: Investors undervalue platform biotech by ignoring correlated option value
“Second, investors don't properly value platforms because they don't give assigned value to the correlated option value of one program that becomes de-risked based on three other programs, and so you don't get the credit And you get the deduction because it's n…”
Jun 4, 2026 positive
Nadella: A platform must create more value outside than it captures
“At least for me, having grown up at Microsoft, having seen whatever four major platform shifts I sort of fall into that camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform…”