The best line ever "The cost is 3.5 million which COUOOUUUUUUULD lower costs given a lifetime of treatment" That is horse shit. That line is a rationalization, and it is always horse shit. Of course it doesn't lower your costs if you get hit by a bus the next day. This is whats known as a rationalization for the most ridiculous pricing scam in the world, the USA healthcare system
Heterobifunctional molecular therapies and TPDs have a lot of potential, however, finding the best target proteins that cancer cells cannot easily evolve away from is going to take some time.
Once again you've ramped up the sector value with no grounding in reality. The therapies are promising, the timeline is extremely aggressive - one person develops a pimple they can blame on RNA transcription and the program halts for three years. You toss out a 3 Trillion dollar market as if thats just a logical progression - we would all have to be millionaires to get a flu shot - its actually grossly negligent on you guys part and makes your research lack credulity.
Every great innovation over the last 200 years has had the backing of investment capitalist. Investment capital is drying up quickly right now, so this doesn’t seem like a good day to keep talking technology. Tone deaf.
You think there was a ton of capital before everything that has been going on over the recent days? Interest rates dictate the cost of borrowing money/debt and they've been going up for months now. Even so, it doesn't mean you can't talk about venture capital work just because the cost of borrowing is high. What kind of logic is that?
Apologies, if the intent of the video is to inform, then it’s awesome to see the tech that’s coming. If the intent is to spark interest in investing in the near term (which is what I’d expect coming from an ARK perspective), then now is not the time when the investment capital necessary to fund early tech based companies is drying up. Love tech in the long term.
