14 Comments
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iCER's avatar

excellent review. topic, content and balance of detail/macro context. catchy reading w enough cookies to follow various rabbit holes… 🕳️

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Elliot Hershberg's avatar

Wow... thank you! I'm glad you enjoyed it.

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V Allen's avatar

Great to have you back! Fantastic essay describing a complex company. Can’t wait to read what is next in your queue!

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Elliot Hershberg's avatar

Thank you, I'm glad to be back!

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Colin Brown's avatar

Super interesting. thanks for going so deep!

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Elliot Hershberg's avatar

Thank you Colin!

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raul's avatar

Fantastic. Absolutely brilliant!

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Elliot Hershberg's avatar

Thank you Raul!

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Alex Federation's avatar

Awesome! Been waiting for this one, cool to see the corporate rearrangement to make the IPO possible

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Elliot Hershberg's avatar

Thanks Alex! Definitely an interesting piece—worth checking out Roivant's approach to this too.

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Abe's avatar

Nice quality write up… reminded me some of Matt Levine’s ability to make esoteric financial structures approachable. Made me want to cheer for biobridge.

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Elliot Hershberg's avatar

Wow, thanks Abe! Glad it was approachable.

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Tim Fitzpatrick's avatar

Congrats Elliot! Exciting news, can't wait to hear what you're upto. (And very excited to have CoB back in my routine)

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Elliot Hershberg's avatar

Thanks Tim, I'm glad to be back!

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