DTX Dx

trad fi life sci / genomics 🧬 🧫 🔬 | firm believer in concentration over diversification | no advise

[DTX Dx @DTX_Dx]

🤌🏽

[Trung Phan @TrungTPhan]

2/ Concentrated bets actually reduce risk

[Concussion & CTE Foundation @ConcussionCTEfn]

NEW: The largest study ever of deceased male ice hockey players by @bu_cte found that the odds of having CTE increased by 34% each year played, and 18 of 19 NHL players studied had CTE. https://t.co/aWIfZ9bt0s

[DTX Dx @DTX_Dx]

@LTVcapital @LDiscernment Non-coverage finalized today…with ~8 days of coverage that’s a ~$3-5m beat on the quarter (v $0 SCC inclusion in any models)

[Joshua Siegel @realJoshSiegel]

After a high dose of psilocybin, the brain desynchronizes at a massive scale, causing loss of our sense of self, time, and space. This may drive the burst of plasticity caused by psychedelics. The next day, brain activity has largely returned to normal, but an echo remains – a reset of circuits critical to the sense of self.

Our study is out today in @Nature https://t.co/PjACA6nkAy

[Jon Erlichman @JonErlichman]

2024 valuations:

Nvidia: $2.2 trillion
Intel: $132 billion

2009 valuations:

Intel: $90 billion
Nvidia: $5 billion

[Geiger Capital @Geiger_Capital]

Warren Buffett on valuations today…

“I don’t think anyone at this table has any idea of how to use it [$189B in cash] effectively, and therefore we don’t use it. We only swing at pitches we like… today things aren’t attractive. We’re not using it at 5.4%, but I wouldn’t use it at 1% either. But don’t tell the Federal Reserve that.

I don’t mind at all, given current conditions, building our cash position. When I look at the equity markets and the composition of what’s going on in the world, we find cash quite attractive.”

[DTX Dx @DTX_Dx]

@NonGaap @RecoveringBank2 Maybe the deal never closed… I had heard $15m safe + those high level rev figures back in ~May/June

[DTX Dx @DTX_Dx]

@NonGaap @RecoveringBank2 No comment on the deal as I haven’t looked at it in the slightest… but ScienceIO did raise another ~$15m last year…

I had heard ~$4-50 ‘24 rev range. No clue re current run rate and/or the val for that round.

[COATUE @coatuemgmt]

Today we’re sharing the full presentation for anyone to read - including:
📈 lessons from the public markets
🎛️ macro uncertainty and what to watch
🛣 founders building for efficiency + scale
Full presentation on our website ➡️ https://t.co/skSTYcwDA5 3/3

[DTX Dx @DTX_Dx]

@AlbertVilella What do we think $DHR does? $25B in dry powder.. Catalent rumors fizzled..

[Ali Mortazavi @AAMortazavi]

Wow. Read it. https://t.co/1wLlDwfSf3

[DTX Dx @DTX_Dx]

@HappyDays528 @HiddenValueGems https://t.co/MJ0y1rTZOd

[Mike @NonGaap]

Why did $ILMN split-out and then re-acquire Grail?

Shareholders need to consider the possibility ILMN insiders sequenced the split-off and $10B buyout to accumulate a material, undisclosed Grail position that later produced a $500m to $1B+ finc'l windfall
https://t.co/36XWnh0LPC

[DTX Dx @DTX_Dx]

@Shivansh3121 🦦

[Tivadar Danka @TivadarDanka]

I described some of the most beautiful and famous mathematical theorems to Midjourney.

Here is how it imagined them:

1. "The set of real numbers is uncountably infinite."

[David Senra @FoundersPodcast]

Jim Clark was the first person to found 3 separate billion dollar technology companies.

At 38 he was a self described loser:

[DTX Dx @DTX_Dx]

@gbw42 From Jack Meehan’s (Nephron) late March report - mgmt had noted a target of 40-50 installed I believe by end of 2Q?

[DTX Dx @DTX_Dx]

@jayabacus @championporsche Love ‘Chalk’

[DTX Dx @DTX_Dx]

@KobeissiLetter *75,000+

https://t.co/y6J5X21a04

[DTX Dx @DTX_Dx]

@sa_redmond https://t.co/uXIdHLDioD

https://t.co/4xFACLMJvm

Two very cool nuero co’s with SF locations

[DTX Dx @DTX_Dx]

@Biotech2k1 The main takeaway I’ve heard… it’s an exciting new approach - like first reactions to CRISPR etc over the years

Outside of that… another signal hotspot / dna-only dx is in the past.. MRNA buying an onc dx co ft broad database wouldn’t surprise me