Discover and read the best of Twitter Threads about #jpm22

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One more from #JPM22, maybe the last one from me: PacBio's presentation which took place on the 13th January. Intro slide about the company. Image
There are now 374 Sequel II/IIe machines installed, the company's revenue is growing and is in the triple digit annually. Image
The number of SMRT Cells shipped has almost doubled since 2020, quadrupled since 2019. That's a good sign for PacBio. Image
Read 25 tweets
1/ @ACME’s invested in iconic D2C health companies like Curology, Pillpack, Brightside, & Tia. I ♥️ this space.

I take 1k+ mtgs/yr & invest in ~5 co.

Out of 955 emails,👇 are top reasons why I passed on D2C healthcare startups last year (🧵/18)
2/ I believe in founders & care about this model, so I always try to write a thoughtful email explaining my reasoning when I pass. In part this is bc passes aren’t forever – I’ve subsequently invested in companies I previously passed on!
Side note: I’m writing as I wait for my annual post-cancer check up at a 🏥. Walking into a hospital is a universally vulnerable experience for most humans. Participating in #JPM22 convos while also viscerally going through patient experience reminds me of what’s important here.
Read 19 tweets

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