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12 results for “biotech moats”
Concept3 mentions across episodes
moats
...in The United States right now is a company called Summit Therapeutics. They have a $17,000,000,000 market cap as we speak. Remember, I define a biotech as a company that doesn't yet have an approved drug. So that's the highest valuation in the world
18:42 / 19:50
from transcript18:42 – 19:50
...biotech. Most biotech companies never make money. Most biotech companies exist to be externalized r and d for big pharma to take an idea or an asset, bring it to a value inflection point. You see some efficacy. You show it's safe. You have a compound
6:00 / 7:02
from transcript6:00 – 7:02
...biotech, and they think that what's about to change is it's gonna go the way of the tech industry. And the next big companies are gonna be started by really clever 21 year olds coming out of Stanford. And that hypothesis, people have been testing now
17:55 / 19:04
from transcript17:55 – 19:04
...typical biotech company is like a bag of options, and each one of the drugs that the company is working on in success could be worth billions of dollars, but that's ten years away, often minimum. And so you're trying to price things based on their ul
9:38 / 10:55
from transcript9:38 – 10:55
...biotech, that's what I mean. Other people think it refers to biologics, and it's true.
7:30 / 8:31
from transcript7:30 – 8:31
...within biotech? I I feel like, you know, you see certain product pipelines and ideas and developments or anything you particularly would avoid as well. Well, in general, you're looking for low capital intensive, predictable results. So what we would,
1:12:53 / 1:13:51
from transcript1:12:53 – 1:13:51
...biotech and farm industry is, you know, how are they able to do it at this pace? Are they able to do it at this cost? Why do their data packages look so good? Right? They have safety. They have tox. They have all these IND enabling studies. You know,
45:46 / 46:57
from transcript45:46 – 46:57
...biotech with the asymmetric outcomes, god bless them. But really what they're what a lot of them are doing are creating their own custom benchmarks to then to then judge their long portfolio against. And it's a source of capital. You know, I don't ne
1:33:48 / 1:34:52
from transcript1:33:48 – 1:34:52
...companies exist to be externalized r and d for big pharma to take an idea or an asset, bring it to a value inflection point. You see some efficacy. You show it's safe. You have a compound. The compound seems like it makes sense, and then sell it to b
27:45 / 28:55
from transcript27:45 – 28:55
...by biotech VCs. So they load up a company with $40,000,000. They buy 40% of it upfront, whatever it is, and then they kinda have to make it far enough that they can get, almost public market money effectively. You know, a lot of the crossover funds t
15:05 / 16:12
from transcript15:05 – 16:12
...in biotech industry five years from now. Can it take 2 and a half billion dollars to approve a drug and make it into $500,000,000? Can it make it, like, four x more efficient in terms of timeline to answer the question? We really should go back and l
0:00 / 1:01
from transcript0:00 – 1:01
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