Gerard van Hamel Platerink

Tech/healthcare investor. 30 yrs sellside & buyside, VC & growth equity & i-banking. Serial company founder, some successful, some not. F1, padel & aspiring DJ.

[Gerard van Hamel Platerink @gvanhp]

@jfais20 Re $TARS CCO leaving usually I would agree w your observation but he’s leaving for a public CEO role which feels like a legitimate step up. Let’s see what the 2Q numbers and guidance update look like in a few weeks.

[Gerard van Hamel Platerink @gvanhp]

The fund is concentrated in rapidly growing commercial stage biopharma stocks and comprises 10 names $ARDX $ARQT $HROW $KNSA $MDGL $SNDX $TARS $TVTX $URGN $XERS

[Gerard van Hamel Platerink @gvanhp]

My fund was up 7.2% in 2Q26 and 57% over the last 12 months (LTM). The benchmark NBI index was up 12.4% in 2Q26 and 55% for the LTM. Since inception (ITD) on 9/30/2023 my fund CAGR is 37.0% vs 30.6% for the NBI index. The Nasdaq index CAGR is 29% ITD.

[Gerard van Hamel Platerink @gvanhp]

@JamesSurowiecki Idk but an NFL football field is 160' wide vs a soccer goal at 24' - so about ~1/6 the width. This should be a consideration.

[Gerard van Hamel Platerink @gvanhp]

@Oddhootcapital I agree with many of your positions but do not share your enthusiasm for $TMDX. Mid-teens growth, small TAM, 60% gross margin, tough hardware/logistics biz. The SP chart is a mess. I hope you prove me wrong.

[Gerard van Hamel Platerink @gvanhp]

@NateGeraci About 70% of the $SPCX IPO is going to institutions so not sure it’s getting dumped on retail. Suggest checking in after about a year post IPO to see if it has ‘succeeded’.

[Gerard van Hamel Platerink @gvanhp]

@ElMonoGran42994 It’s also why the $XBI sector is interesting. Patient, long term stock pickers can make money because the sector is noisy and imperfectly priced in the short term. Anything less than a 12 month view makes no sense in biotech imo.

[Gerard van Hamel Platerink @gvanhp]

@SoberLook @FinancialTimes And most people have home mortgages that exceed their income. Econ 101.

[Gerard van Hamel Platerink @gvanhp]

@charliebilello Goldman Sachs and others have shown that underlying eps growth is mid to high teens. Marking up private equity valuations (by GOOG and AMZN mainly) in Anthropic and OpenAI is about a third of expected 2026 eps growth. Caveat emptor.

[Gerard van Hamel Platerink @gvanhp]

@sama Traffic light synching and management to optimize traffic flow.

[Gerard van Hamel Platerink @gvanhp]

@TimmerFidelity Great charts as always @TimmerFidelity . Regarding 2026 earnings growth, what %, if any, is due to mark ups of holdings (mainly by the Mag 7) in OpenAI, Anthropic, SpaceX etc?

[Gerard van Hamel Platerink @gvanhp]

@GavinNewsom Most people are not great with large numbers. Simplify. Express everything as $ per household. So $2.4TN is about $18,000 per US household.

[Gerard van Hamel Platerink @gvanhp]

$HROW continues to disappoint with its guidance philosophy. Shame bec the fundamentals seem to be in pretty good shape. Gonna take another Q or two to get clarity about the impact of the sales force ramp and some of the 1Q GTN black magic to unwind. $XBI

[Gerard van Hamel Platerink @gvanhp]

@Oddhootcapital If you did not already own $WGS here would you put cash into it here given this chart.
Understand it’s kinda cheap (tho 20x 2027 ebit is not a bargain) but consensus numbers are coming down. I don’t own $WGS or planning to buy.

[Gerard van Hamel Platerink @gvanhp]

@KLM your US customer service line is hopelessly stuck in the 1980s. "All our customer service agents are busy, please stay on the line" on an endless muzak loop without being able to get a callback or getting info on how long the wait is likely to be should be the minimum on offer. Do better.

[Gerard van Hamel Platerink @gvanhp]

@AndreasSteno All Dow Jones indices are price weighted and we should just ignore them. This is an anachronism dating back to the late 1800s when the easiest thing to do was take simple price averages to create an index. It’s time to move on.

[Gerard van Hamel Platerink @gvanhp]

@simon_ree This may have something to do with it h/t @yardeni

[Gerard van Hamel Platerink @gvanhp]

@Oddhootcapital You looked at $KALV?

[Gerard van Hamel Platerink @gvanhp]

Very solid $TARS numbers & guidance today. Relentless beat & raise story - great execution. Stock up 9% AH - back close to its ATH if it holds. Trades at 3.8x 2026 revs (growing at >50%) with 93% gross margins. Happy to be way long here. $XBI $ARDX

[Gerard van Hamel Platerink @gvanhp]

@simon_ree Agree w that. Recent earnings squiggle changes are upgrades but who knows with everything that’s going on now.

[Gerard van Hamel Platerink @gvanhp]

@simon_ree Very few investors get paid to be right for the next 10 years - so it’s the next year that matters and then it’s just a coin flip. Plus ca change.