Business
Timestamps · 0:32 – Our fast-growing portfolio companies · 2:21 - Frazis life sciences strategy update · 5:18 – RNAi Biology · 7:15 – Alnylam: RNAi clinical development pipeline and recent execution · 8:16 – Timing and valuation in life sciences · 9:26 – What do we think of CRISPER? · 11:03 – Companies targeting sickle cell disease · 11:56 – Companies targeting beta-thalassemia · 12:53 – Platform technologies: Moderna · 15:12 – Platform technologies: Ultragenyx · 16:30 – Special focus: Alzheimer’s · 18:50 –Alzheimer’s APOE4 · 23:50 – Could Alzheimer’s be caused by infection? · 24:55 – Cortexyme: Alzheimer’s and the gingivalis hypothesis · 27:00 – Cassava and Alzheimer's · 28:30 – How are we different to Ark? · 29:10 – Summary