Business & Corporate Development Executive. Former Centerview Biotech M&A. Tweets are my own. Not investment, medical, legal or tax advice.
Nov 10, 2022 • 18 tweets • 4 min read
1/x It has taken me a long time to order my thinking on crypto and on SPACs. My understanding is based off of @georgesoros ’ concept of reflexivity as presented in “The Alchemy of Finance”: goodreads.com/book/show/3697…2/x How I understand reflexivity: Reflexivity is that portion of an asset’s price which depends on access to capital, that is, on other people buying the asset
Nov 7, 2022 • 17 tweets • 7 min read
1/x I awoke today to multiple messages asking me for my take on the SPORT ("Supplements, Placebo, or Rosuvastatin Study") study presented at #AHA2022.
My take - sterol and red yeast rice arms have issues around underpowering, small dosage size, and lack of supplement testing.
Interested to hear others' takes: