Fallacy Alarm
Fallacy Alarm
From BioPharma to Industrial Biotech (podcast version)
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From BioPharma to Industrial Biotech (podcast version)

If Amgen and Genentech had a love child, it could be Amyris
Fallacy Alarm
Fallacy Alarm
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.