Harry Kay
398 posts
@HarryKay_
Fundamental Investing. Early $PLTR, $HIMS, $UPST & $RBRK.
So I think of renewed forward flow agreements as the gold standard for $upst health. We've had 2 in the past 2 weeks and a down stock. Someone help me see what I'm missing, because I'm about to YOLO $upst and I'm looking to be talked out of it.
@RonAMacro @HenryInvests That company neither deserves - nor do I think it will be limited to - a 3X rev multiple.
"I think we can build something much, much bigger than what we’ve already built, and I think that it can be one of the most important generational companies of our time," said Upstart CEO Paul Gu. bit.ly/4sOOGHn
Paul Gu believes that Upstart $UPST "can be one of the most important generational companies of our time." Paul is going to bring a new ambition and expect much faster growth in product development and revenue going forward.
Coincidence? Degen’s start doing DD using AIP…….
$ABCL AbCellera CFO Andrew Booth on the upcoming phase 1 data readouts for 635, showing safety, PK, and target engagement data:
JUST IN: 51% of Gen Z graduates say their college degree was a “waste of money”
$ABCL With ABCL635, AbCellera is in the early stages of validating the thesis that their platform for targeting GPCRs is superior and will unlock a whole new class of GPCR-targeting antibody therapies: Phase 1 readouts are the first step. GPCRs are one of the most validated classes of drug targets in medicine, with about 1/3 of all FDA-approved drugs targeting GPCRs. Yet virtually none of them are antibodies.
