Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP.

If you haven't ... what are you doing? And do you even like getting smarter?

Peter is unequivocally one of the smartest people I know. He knows the biotech industry better than anyone I've met, and you can hear it in our conversations.

This week, we discuss the CLPT and QURE inflection moment this week. We hypothesize about left-tail removing events, and what it means for both companies.

DISC: I OWN A POSITION IN CLPT AS OF THIS PODCAST. I AM BIASED. NOTHING IS ADVICE. DYODD PLEASE.

Finally, a big thanks to our sponsors for making this episode happen.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.