12 Comments

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

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

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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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Thank you, I'm glad to be back!

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Fantastic. Absolutely brilliant!

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Thank you Raul!

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

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

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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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Wow, thanks Abe! Glad it was approachable.

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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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Thanks Tim, I'm glad to be back!

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