Sam Fazeli
๐ค SpeakerAppearances Over Time
Podcast Appearances
Have you got assets out of China?
Where do you sit on this?
That's great.
I mean, I have a similar experience with China, having started going there in the early 2000s and just watching the speed with which they went through the steps of becoming essentially innovative industries.
Let's talk about the company a little bit, Sofinova a bit.
What was, do you want to highlight?
I mean, I'm pretty sure you've had, I'm not going to ask you the question of what's your most exciting portfolio company, because I'm probably going to get the answer.
Well, you know, you can't make me choose between my children, et cetera, et cetera.
But, so let me ask you about your flagship exits.
What was the one that, maybe in terms of what they did for society afterwards, or in terms of the X return, whichever way you like to answer that.
And you could just choose from an alphabetical order and say, I'm just going to choose the first part of the alphabet or something to make it easier for you.
Yeah, it is.
I know how it feels.
Even as an analyst who has no skin in the game, when you have a company that you cover that does well, it's exciting.
Does well, not in terms of share price, in terms of, wow, this data really is going to make a difference to people's lives.
And let me ask you a question that if Abibax had not been listed on the Nasdaq, I mean, this is a very hypothetical question, and had remained just listed in Europe and had this news, do you think the share price reaction would have been the same?
so I followed the story of Verona Pharma also similar story UK based company David Ebsworth somebody I've known for years I've covered two of his companies in the past the thing that he said to me the other day was he thinks that it made a big difference to have US management in the company do you think that's the same here?
Can you let me know what company he starts next after this one?
Right.
We're getting close to the, go on, sorry.