Biopharma/MedTech Cash Runway Map Source: Leerink

Sheep of Wall Street This valuation ratio for unprofitable bios, as a group, used to be reliable. We’ll see if it holds again.

this is one explanation that makes sense on $XBI rout

Looking for super early-stage bio companies but don’t know where to start? I’ve compiled a preliminary list of 120+ labs that are starting a company or are in the process of starting a company -> bit.ly/3sgZAtZ 👩‍🔬⚗️💊

Cowen's top 10 potential surprises for 2021

- 40.8%... - 39.1%... - 40.1%

Thanks everyone for checking out the "10 Predictions" story in Insider yesterday and for all the nice comments. For those who were too cheap to pay $1 to go over the paywall, as promised here's the topline predictions today. Remember, it's just for fun. businessinsider.com/brad-loncar-bi…

I wrote about some of the structural things (i.e. not data) that have held biotech back this year. $XBI nasdaq.com/articles/heres…

#Omicron may enter human cells through a different mechanism than previous strains, perhaps explaining reports of different cell-type preferences (e.g., less likely to infect lung, more likely to infect bronchus). Evolution can rapidly alter even fundamental #SARSCoV2 properties.

Honestly speaking, I don't think sector $XBI performance had as much to do with my poor results as my lack of understanding of biotech investing. I continue to be a biotech bull (at right prices), but only time will tell if right lessons were learnt in 2021. Hopeful though.

it felt like exaggeration back then....but now i think that $XBI can potentially touch 75. Hope I am wrong.

For the next three weeks, we will take you through the mitochondria to show you how it works. Let's start by zooming in to this awesome organelle. #3D #biology #mitochondria #ATP #animations

Researchers label early CAR-T cancer therapy patient 'cured', ⁦Angus Rohan Chen⁩ writes. statnews.com/2022/02/02/car…

You can see him speak here: forbes.com/sites/matthewh…

Single brain cell looking for connections: #neuroscience

Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is a list of my favorite quotes from Li Lu 👇

Can I get a temporary invite code. I am here in SF for business for one day and would like to try it Waymo

Some of my most popular educational videos thread youtube.com/watch?v=W5tDrP…

Tie between this: youtu.be/TqmIHVF7Kco?si… and this: youtu.be/QSa52TR9tCA?si…. Enjoy!

What Shape Is The Economy? zerohedge.com/markets/what-s…