Clinicians love it. Boards fund it. But growing into a $5B valuation won’t be easy.
Very informative article, David
Thanks Naren. Next one will have to be on preclin R&D — regardless of ultimate approval, crazy to see cycles potentially reduced to months vs years.
Sounds like this one might be a $10B outcome soon?
Define “soon.” Bullish if margins don’t take a nap.
you haven't really mentioned direct to patients as a market, which is how they started out initially
Good call. They did start there, interesting to see how the enterprise shift has really defined the business. Appreciate you reading!
Very informative article, David
Thanks Naren. Next one will have to be on preclin R&D — regardless of ultimate approval, crazy to see cycles potentially reduced to months vs years.
Sounds like this one might be a $10B outcome soon?
Define “soon.” Bullish if margins don’t take a nap.
you haven't really mentioned direct to patients as a market, which is how they started out initially
Good call. They did start there, interesting to see how the enterprise shift has really defined the business. Appreciate you reading!