Discover and read the best of Twitter Threads about #JPM22
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One more from #JPM22, maybe the last one from me: PacBio's presentation which took place on the 13th January. Intro slide about the company. 
There are now 374 Sequel II/IIe machines installed, the company's revenue is growing and is in the triple digit annually.
The number of SMRT Cells shipped has almost doubled since 2020, quadrupled since 2019. That's a good sign for PacBio.
1/ @ACME’s invested in iconic D2C health companies like Curology, Pillpack, Brightside, & Tia. I ♥️ this space.
I take 1k+ mtgs/yr & invest in ~5 co.
Out of 955 emails,👇 are top reasons why I passed on D2C healthcare startups last year (🧵/18)
I take 1k+ mtgs/yr & invest in ~5 co.
Out of 955 emails,👇 are top reasons why I passed on D2C healthcare startups last year (🧵/18)
2/ I believe in founders & care about this model, so I always try to write a thoughtful email explaining my reasoning when I pass. In part this is bc passes aren’t forever – I’ve subsequently invested in companies I previously passed on!
Side note: I’m writing as I wait for my annual post-cancer check up at a 🏥. Walking into a hospital is a universally vulnerable experience for most humans. Participating in #JPM22 convos while also viscerally going through patient experience reminds me of what’s important here.
