He discusses Insmed, IDEAYA, Bicycle, Compass Pathways, Revolution Medicines, Cytokinetics, and CG Oncology
Chapters
General sentiment - 1:25
Insmed - 3:16
IDEAYA - 7:07
Bicycle - 9:44
Compass Pathways - 13:04
Revolution, Cytokinetics, CG - 16:03
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