celineversion

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@Saronic do companies that create these types of physical products also build these facilities with their own capital? or is the facility a separate pool of capital and "cap table" from the company itself?

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@Matt_Titan_ Absolutely!

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@JasonrShuman That’s what I was afraid of. I did similar thing last week. Still was less friction per unit of how much closer I felt to the data - compared to asking an associate to “pull the list” and flag

Thanks!

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@chamath @JonathanRoss321 Congrats, Chamath. Winners win!

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@PadraicMcC @paulswaney3 Kindly following up, was this ever published?

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@PadraicMcC @paulswaney3 Can’t wait! Jr mid level at MM firm here. Working on developing the flywheel. Look forward to reading and appreciate you sharing your experience.

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@chamath Very cool. The way you do anything is the way you do everything.

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@carrynointerest Just checking haha

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@carrynointerest Makes sense. Can agree that your decision making once you have the opportunity in hand can be alpha. No offense, is this your POV backed by credible experience or more theoretical.

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@andrewpannu Do you think this is only true of cell therapy or is there other large molecule modalities that are undoing same shift? is cell therapy the bulk of Oncology trials/activity?

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@cdolan92 @BenefitsGuySTL @STLChrisH You should look into Pareto Health. They pull small employers into captives to spread risk and enable smaller employers to self insure. https://t.co/plfwTz9SdD