Pistrolas
@pistrolas
ID: 1689012547318382592
08-08-2023 20:35:56
3,3K Tweet
34 Followers
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#IntensityTherapeutics' CEO, Lew Bender, joins Pharma's Almanac's December roundtable to discuss the rise of #GLP1 therapies and their impact on the pharmaceutical landscape. Read the full roundtable: bit.ly/3YkGNfT $INTS
Rittenhouse Research Daniel Roberts There are 3 major flaws in your $IREN model: 1) Your CAPEX sequencing is off. With the initial 5 year deal, you are assuming that 100% of CAPEX occurs in year 0, with a 1 year delay until revenues kick in. In reality, CAPEX cash outflows (especially GPUs) happen in phases and
π¨ Impressive investigation by Compute Capital suggests that $IREN may sign a deal with xAI for Horizon 5 - 10. Worth following!