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Tim Doyle

πŸ‘€ Speaker
1184 total appearances

Appearances Over Time

Podcast Appearances

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And as someone who's kind of treated a lot of weight loss patients, side effect profile really matters.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And so...

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

I think Manjaro will be the king of the category for the foreseeable.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Um, and then the other thing that I think is interesting is, and then, but the bull case on Lily is like, they are not just an insulin and weight loss company anymore.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Like they have done incredible.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Have you seen the, like the stuff they do with the gene editing PCSK9s recently, the paper that came out last week?

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Uh, they're a phenomenal company, like a phenomenal, like truly, like, I just think like ultimately I went to their 150th birthday last week and, um, it's,

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

It's one of those companies where you just leave talking to them, particularly to their scientists, being in awe of what's possible.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

I find it absolutely fucking crazy that people are pessimistic about an AI-driven future, given how much better life can be.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Yeah, yeah, yeah, it'll be hard.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

There'll be parts that are crazy and scary and risky, but that has been true forever.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And you talk to Eli Lilly and you go like, oh my God, the number of...

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

I don't think, it wasn't Eli Lilly who had this drug come out last week, but there was a drug that came out last week, which was like double the length, the expected length of life with pancreatic cancer.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

It's obviously just been a killer for a while.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And the rate at which these drug discoveries are happening is just so incredible that I think like, and Lilly are the best of all these companies.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

And so I think there's a lot to be excited about for them outside of weight, but I think their dominance of weight

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

It's certainly going to be challenged.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

But the last couple of years, they've been just incredible.

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Yeah, good podcast guest, right?

Equity Mates Investing Podcast
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business

Yeah.