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Antoine Papiernik

πŸ‘€ Speaker
432 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

By the way, you know, Rona is a lost whale for us because we actually picked... I was going to get to that.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Yeah, we picked Verona as one we had conviction on.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And, you know, hindsight tells us we sold far too early our shares.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

But it is what it is.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

You know, we made the right call.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

But, you know, in that particular case, we were not patient enough.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

In the case of Adidax, we were and we, you know, we ripped the benefits down.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Look at Abivax.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Abivax did what it had to do.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And I think what every company needs to do is bring the management that will allow you to look forward and convince the next generations of investors to invest and also to operate as you should.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Marc de Geidel did a lot of his career in the US.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

He's also a very known entity to us because I mentioned about Sincor.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

He was the CEO of Sincor, selling the company to AstraZeneca.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Before that, he was our CEO in Corvidia, selling it to Nuvo Nordisk.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

So three times, by the way, he's the first guy.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

I can't remember when is the last time he came to our office.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We have this

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

basically portraits of our entrepreneurs in our corridor, a wall of fame, as we call it.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And he's the first guy who will have three portraits for having generated returns.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Yeah, of course.