Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.
#Fermentation #Biotechnology
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When we put a high multiple to sales, the most important thing to worry about is - what could disrupt those cash flows. A lower multiple to sales (like a 1x or 2x) justifies Yo-Yo cyclicality and 10x sales implies relatively stable gross margins, cash flow and business economics.
It's amazing \U0001f60a 25% NP
— Avinash (@Aviral_Bharat) February 17, 2022
$8b revenue
$2b Profit
$92b MCap
At 11 times revenue, it seems to be cheap compared to\U0001f609
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Bolo Jaikara Bicara 🇮🇳🇺🇸
#Bicara presented clinical data from the lead immunotherapy program, BCA101, at ASCO 2021 - June 2021
— Punit (@punitbansal14) June 17, 2021
Title: First-in-human phase I study of the bifunctional EGFR/TGF\u03b2 fusion protein BCA101 in patients with EGFR-driven advanced solid cancers
Unseen Bicara Pipeline\U0001f9ec https://t.co/bMhtUEnw0C pic.twitter.com/cz6V5BLeuc