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GSKNEUTRALSNYNEUTRALBULLISHCore thesis · 5/5

Lowering biotech venture risk through marginal cost structures

The speaker outlined an investment thesis focused on lowering the fixed costs of biotech venture investing by operating shared internal labs and leveraging genetics-based target validation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE