Glen Tullman

I think we're going to see some more IPOs.

I think, you know, buyer beware.

I think you've got to really understand.

And I always tell the CEOs, make sure you have between four and eight quarters of beat and raise.

You have to have a lot in the tank because if you don't know what your next two or three quarters look like and you go public, you're in for a rough ride.

And once you miss, the market is unforgiving.

So I think we are going to see more IPOs, but I'm hopeful that they're done responsibly and carefully.

you know, so they don't color the market for the good companies that are going to be public at some point in the future.

Well, first and foremost, I think it starts not with the financials, but it starts with the story.

That is, are you truly solving a problem that needs solving?

Number one.

Number two is the business model.

We've seen some business models blow up because they may make a lot of money, but they're doing things that don't actually solve a problem or don't help health care get better.

And that catches up with you.

You know, we've seen that with companies that the way they make money is writing more prescriptions.

So what do they do?

They write more prescriptions and that's not always a good thing.

And there's a lot of that in healthcare where why do we do too many surgeries?

Because people get paid to do them.

And so you have to make sure that you're solving a real problem, that your business model is designed properly, that you have