Ripples
Ripple (n.) 🌊 A small wave or series of waves on the surface of water, especially as caused by a slight breeze or an object dropping into it.
Artificial Intelligence
AI 1.0 enhances workflows but is just the beginning. The real potential remains untapped as we navigate rapid advancements. Adapting to change is the key to unlocking its true impact.
Leverage Economics
The current rate environment intensifies pressure on long-term and leveraged investments. While risks are amplified, so are opportunities—creating a winner-takes-all landscape for those who navigate it wisely.
Asymmetry in Therapeutics
Unmet needs persist across key therapeutic areas, yet pipeline assets often trade at significant value dislocations. Identifying these asymmetries presents a unique opportunity to capture mispriced innovation.
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