Where Margin, Moats, and Mispricing Collide
Hey, great read as always, thanks for breaking down these bottlenecks so clearly, it's truely fascinating how crucial those 'moats' are for true innovation.
Thanks for the thoughtful comment and yes, fascinating space, much easier to bet on than most speculative biotechs out there.
Hey, great read as always, thanks for breaking down these bottlenecks so clearly, it's truely fascinating how crucial those 'moats' are for true innovation.
Thanks for the thoughtful comment and yes, fascinating space, much easier to bet on than most speculative biotechs out there.