Загрузка видео...

Не удалось загрузить видео

Возникла проблема при загрузке этого видео. Это может быть связано с временными проблемами сети или видео может быть недоступно.

На главную

Didn't catch our #JPM26 presentation? Catch the video we presented here "Either you were in the M&A basket and public markets investors thought you were going to get bought by Big Pharma and your stock traded well, or you weren't...[but] it's great to be in an environment where we... show more

Roivant Sciences

2,277 subscribers

61,813 просмотров • 10 месяцев назад •via X (Twitter)

Здоровье и велнес Финансы #JPM26

Anya Rossi• Live Now

Private livecam show

Комментарии: 6

Фото профиля Jeremy Justus

Jeremy Justus9 месяцев назад

No Abivax is criminal work.

Фото профиля Roivant Sciences

Roivant Sciences9 месяцев назад

Yeah, fair

Фото профиля monica singer

monica singer9 месяцев назад

I can't get this out of my head now. I will be thinking about this visual for each pharma/biotech buyout.

Фото профиля KookCapital

KookCapital9 месяцев назад

a banger of a post

Фото профиля Kahuna

Kahuna9 месяцев назад

intern cooked

Фото профиля Nick Shipley

Nick Shipley9 месяцев назад

Really well done. Wish more companies injected some levity into their presentations. (Although Lilly kind of catching some strays given the character representing them…)

Похожие видео

Sir Lewis Hamilton liked this video on TikTok with Stephen Graham, the co-creator of 'Adolescence'. Please give it a listen. "..It takes a village to raise a child. Well I just thought what if we're all kind of accountable, you know, the education system, parenting, the community, the government.." "When we were kids we didn't have social media, so if we were in our rooms when we were kids we were either playing out in the streets, weren't we? Or we were in our rooms like drawing pictures or playing keyboards or something. We didn't have the accessibility to all of this stuff in the world that really influences young minds and I just, I wanted to take a look at it. I'm not blaming anyone, I just thought maybe we're all accountable and we should, you know, have a conversation about it."

Sir Lewis Hamilton liked this video on TikTok with Stephen Graham, the co-creator of 'Adolescence'. Please give it a listen. "..It takes a village to raise a child. Well I just thought what if we're all kind of accountable, you know, the education system, parenting, the community, the government.." "When we were kids we didn't have social media, so if we were in our rooms when we were kids we were either playing out in the streets, weren't we? Or we were in our rooms like drawing pictures or playing keyboards or something. We didn't have the accessibility to all of this stuff in the world that really influences young minds and I just, I wanted to take a look at it. I'm not blaming anyone, I just thought maybe we're all accountable and we should, you know, have a conversation about it."

sim

44,059 просмотров • 1 год назад

Bill Ackman reveals Amazon, Meta, and Microsoft are now about a third of his portfolio, each bought when the stock fell, and says it’s interesting when a company announces "enormous demand" and its stock goes down “I would say every business today is either AI related or should be or is going to be disrupted by AI. So I think that’s the assessment that you have to do." "You know, we purchased Amazon after Trump announced liberation tariffs. We acquired Meta after they disappointed people by committing a large amount of money to capex. And the same with Microsoft." "You know, it’s sort of an interesting environment when you have a company come out publicly and say, ‘We have enormous demand for our service. Therefore, we have to invest well in excess of what we expected in capex just to try to meet the demand from our product.’ And then stock price goes down." "And that’s what led to an investment in Microsoft. But it’s probably, those names represent about a third of our portfolio today.”

Bill Ackman reveals Amazon, Meta, and Microsoft are now about a third of his portfolio, each bought when the stock fell, and says it’s interesting when a company announces "enormous demand" and its stock goes down “I would say every business today is either AI related or should be or is going to be disrupted by AI. So I think that’s the assessment that you have to do." "You know, we purchased Amazon after Trump announced liberation tariffs. We acquired Meta after they disappointed people by committing a large amount of money to capex. And the same with Microsoft." "You know, it’s sort of an interesting environment when you have a company come out publicly and say, ‘We have enormous demand for our service. Therefore, we have to invest well in excess of what we expected in capex just to try to meet the demand from our product.’ And then stock price goes down." "And that’s what led to an investment in Microsoft. But it’s probably, those names represent about a third of our portfolio today.”

Fireside Alpha

20,898 просмотров • 8 дней назад

Dearest Vivian, We miss you so much. A year has passed since that terrible day when we lost you and so many other wonderful people. On that day, the foundations of everything we relied on were shaken – trust was shaken, security was shaken. We are in a terrible crisis. Like all of Israel, we initially found ourselves confused and at a loss, asking ourselves: Where did we go wrong? As time passed and the war continued, the realization sank in that we weren't the ones who erred. Those who didn't listen to our cries were wrong! And it's clear to us now, more than ever, that we have no choice but to continue. We were strengthened tremendously by your family, who continues in your path despite the terrible tragedy – and in many ways, because of it. They, like us, cannot know what you would be thinking had you survived the horrific massacre, but knowing you, we believe you would not have despaired or given up. You would have continued to work tirelessly for a diplomatic agreement and a better future for Israel and the region's residents, so that we can raise our children and future generations here in peace, security, equality, and freedom. And that's what we did – we thought things over, rolled up our sleeves, and we're continuing tirelessly, on our path – your path, for us and also for you. A year has passed; we're still in the midst of a cursed war with no end in sight, and sometimes we feel like we're fighting windmills, but we're not giving up. You would surely be thrilled, along with us, if you could see the international recognition we've received in recent weeks, together with our Palestinian sisters from Women of the Sun. Believe it or not, we have even been nominated together for the Nobel Peace Prize. Dearest Vivian, we hope that in another year we’ll be able to update you that we've succeeded, that they're finally listening to us, and not just overseas, and that what we believe in is happening – women are bringing peace. We promise to dedicate the Nobel Prize we receive to you. May your memory be peace, dear friend. We miss you so much. #VivianSilver Yonatan Zeigen

Dearest Vivian, We miss you so much. A year has passed since that terrible day when we lost you and so many other wonderful people. On that day, the foundations of everything we relied on were shaken – trust was shaken, security was shaken. We are in a terrible crisis. Like all of Israel, we initially found ourselves confused and at a loss, asking ourselves: Where did we go wrong? As time passed and the war continued, the realization sank in that we weren't the ones who erred. Those who didn't listen to our cries were wrong! And it's clear to us now, more than ever, that we have no choice but to continue. We were strengthened tremendously by your family, who continues in your path despite the terrible tragedy – and in many ways, because of it. They, like us, cannot know what you would be thinking had you survived the horrific massacre, but knowing you, we believe you would not have despaired or given up. You would have continued to work tirelessly for a diplomatic agreement and a better future for Israel and the region's residents, so that we can raise our children and future generations here in peace, security, equality, and freedom. And that's what we did – we thought things over, rolled up our sleeves, and we're continuing tirelessly, on our path – your path, for us and also for you. A year has passed; we're still in the midst of a cursed war with no end in sight, and sometimes we feel like we're fighting windmills, but we're not giving up. You would surely be thrilled, along with us, if you could see the international recognition we've received in recent weeks, together with our Palestinian sisters from Women of the Sun. Believe it or not, we have even been nominated together for the Nobel Peace Prize. Dearest Vivian, we hope that in another year we’ll be able to update you that we've succeeded, that they're finally listening to us, and not just overseas, and that what we believe in is happening – women are bringing peace. We promise to dedicate the Nobel Prize we receive to you. May your memory be peace, dear friend. We miss you so much. #VivianSilver Yonatan Zeigen

נשים עושות שלום

51,309 просмотров • 2 лет назад

“In 2008, we tried 4 times to get 20% of Satyam Computers $1 Billion cash in our liquid fund, but they refused.” “We got suspicious, never bought the stock and finally when the fraud came out, we were so happy” “So in India, if you have a situation where Cash is greater than the Market cap, you have to doubt it and do a lot of stewardship.” - S. Naren

“In 2008, we tried 4 times to get 20% of Satyam Computers $1 Billion cash in our liquid fund, but they refused.” “We got suspicious, never bought the stock and finally when the fraud came out, we were so happy” “So in India, if you have a situation where Cash is greater than the Market cap, you have to doubt it and do a lot of stewardship.” - S. Naren

Ronit Pereira

220,637 просмотров • 5 месяцев назад

Rob Gronkowski says Tom Brady refused to leave a fourth-quarter blowout against the coach's wishes so he could throw Gronk the 55th catch that triggered a $500,000 bonus "It was the third quarter, we were up like 35–0, so they pulled the starters. But Tampa's cool. They want you to make all the possible money that you can make." "Our offensive coordinator Byron Leftwich always said in the meeting, there's two things that you take away from football in the end: it's your relationships and it's the money that you make." "Those are the two things that stick with you forever. And he says, 'If we're up, obviously the most important thing is to win the game, but if we're up and you need an extra catch, we're going to get you that extra catch. We're going to get you that money.'" "Tom was like, 'Hey, we got to get one more catch.' We drew a play right on the sideline. 'Hey Rob, motion across, you're just going to run a diagonal, I'm going to hit you.' And boom… I actually did an illegal motion, but they didn't call it because the game was way out of reach. That was my 55th catch to hit my last incentive in my contract."

Rob Gronkowski says Tom Brady refused to leave a fourth-quarter blowout against the coach's wishes so he could throw Gronk the 55th catch that triggered a $500,000 bonus "It was the third quarter, we were up like 35–0, so they pulled the starters. But Tampa's cool. They want you to make all the possible money that you can make." "Our offensive coordinator Byron Leftwich always said in the meeting, there's two things that you take away from football in the end: it's your relationships and it's the money that you make." "Those are the two things that stick with you forever. And he says, 'If we're up, obviously the most important thing is to win the game, but if we're up and you need an extra catch, we're going to get you that extra catch. We're going to get you that money.'" "Tom was like, 'Hey, we got to get one more catch.' We drew a play right on the sideline. 'Hey Rob, motion across, you're just going to run a diagonal, I'm going to hit you.' And boom… I actually did an illegal motion, but they didn't call it because the game was way out of reach. That was my 55th catch to hit my last incentive in my contract."

katsu

1,277,566 просмотров • 3 месяцев назад

Henry makes the case for going public in a world where companies can stay private forever: "There's a view that you can be an indefinite private company. This might be an incredible path for certain companies. You are not beholden to short cycle performance, so you can drive growth, innovation, profitability and discipline in your business on a timeframe that lines up with your individual business. The path to building a generational company through the public markets is proven. If you understand how to do it, it's actually very clear what you do. Netflix started as a DVD mail business. To Reed's credit, he realized that streaming was the future and he wanted to tackle this offensively. Like any transition, it's a little messy. What do the public markets do? First, it sent a signal to Netflix that you're under a real transition here and your assumptions on your financial model need to have a wider fan of scenarios. Two, it allowed Reed to basically align external and internal investments and get his entire senior team aligned on what they needed to do, but also realigned on incentives. I believe to build a great company, you have to balance growth, profitability, and innovation. You have to be in the "and" business, not the "or" business."

Henry makes the case for going public in a world where companies can stay private forever: "There's a view that you can be an indefinite private company. This might be an incredible path for certain companies. You are not beholden to short cycle performance, so you can drive growth, innovation, profitability and discipline in your business on a timeframe that lines up with your individual business. The path to building a generational company through the public markets is proven. If you understand how to do it, it's actually very clear what you do. Netflix started as a DVD mail business. To Reed's credit, he realized that streaming was the future and he wanted to tackle this offensively. Like any transition, it's a little messy. What do the public markets do? First, it sent a signal to Netflix that you're under a real transition here and your assumptions on your financial model need to have a wider fan of scenarios. Two, it allowed Reed to basically align external and internal investments and get his entire senior team aligned on what they needed to do, but also realigned on incentives. I believe to build a great company, you have to balance growth, profitability, and innovation. You have to be in the "and" business, not the "or" business."

Patrick OShaughnessy

73,472 просмотров • 10 месяцев назад

🚨 $HIMS CEO ANDREW DUDUM ON WHY HE WANTED TO IPO AND GROW THE COMPANY IN THE PUBLIC MARKETS "You have to have a stomach of steel, but more importantly, the team has to get really good very quickly at both setting quarterly targets and meeting long-term vision." "You have to be able to tell The Street with confidence, 'We're gonna hit these numbers a year out,' and then you have to hit them, or else you lose all trust." "When you step back and look at some of the biggest companies in the world... Google and Microsoft, Meta, Amazon, these companies were public within a few years of being founded." "The founders put themselves in the public markets and then had to be forced with both having a long-term vision and building a great business." "And not saying you can't do this in the private markets, but the public markets make it required. And so as a competitive person, I've loved that environment. I've loved what it's done to our team. And I think it has prepared us to be able to go after a much bigger opportunity."

🚨 $HIMS CEO ANDREW DUDUM ON WHY HE WANTED TO IPO AND GROW THE COMPANY IN THE PUBLIC MARKETS "You have to have a stomach of steel, but more importantly, the team has to get really good very quickly at both setting quarterly targets and meeting long-term vision." "You have to be able to tell The Street with confidence, 'We're gonna hit these numbers a year out,' and then you have to hit them, or else you lose all trust." "When you step back and look at some of the biggest companies in the world... Google and Microsoft, Meta, Amazon, these companies were public within a few years of being founded." "The founders put themselves in the public markets and then had to be forced with both having a long-term vision and building a great business." "And not saying you can't do this in the private markets, but the public markets make it required. And so as a competitive person, I've loved that environment. I've loved what it's done to our team. And I think it has prepared us to be able to go after a much bigger opportunity."

Hims House

79,950 просмотров • 4 месяцев назад

You don't know what you have until it's gone The 2010s were a long time ago, and we didn't know we were living in the memories

You don't know what you have until it's gone The 2010s were a long time ago, and we didn't know we were living in the memories

Nighthawk

23,635 просмотров • 9 месяцев назад

the cute moment at the end where cheol said that he’ll catch us if we arent going to be with them when they’re complete 🍒: we have to get them 👥: catch~ catch~ 🍊: he’s gonna catch you at this speed 🍊: “where have you been?! where?!”

the cute moment at the end where cheol said that he’ll catch us if we arent going to be with them when they’re complete 🍒: we have to get them 👥: catch~ catch~ 🍊: he’s gonna catch you at this speed 🍊: “where have you been?! where?!”

ً

91,377 просмотров • 4 месяцев назад

We left a note in our last video, did you catch it? If you didn't, now it's official. Welcome to NOTE to Cloud9 VALORANT

We left a note in our last video, did you catch it? If you didn't, now it's official. Welcome to NOTE to Cloud9 VALORANT

Cloud9 VALORANT

376,051 просмотров • 6 месяцев назад

"We expected to be here, we didn't have the team together. We knew we were going to be in this playoff, and it's business." Indiana Head Coach Curt Cignetti joined the College Football Rankings Reaction Show. Watch Live:

"We expected to be here, we didn't have the team together. We knew we were going to be in this playoff, and it's business." Indiana Head Coach Curt Cignetti joined the College Football Rankings Reaction Show. Watch Live:

CBS Sports College Football 🏈

181,970 просмотров • 1 год назад

David Stearns was asked if he feels he put Carlos Mendoza in a position to succeed this season: "I think, when you look at our record right now, this is not where we want to be. We all came into this season believing we were going to have a better year. I thought we were going to have a better year. Our players thought we were going to have a better year. Certainly, Mendy thought we were going to have a better year. We haven't."

David Stearns was asked if he feels he put Carlos Mendoza in a position to succeed this season: "I think, when you look at our record right now, this is not where we want to be. We all came into this season believing we were going to have a better year. I thought we were going to have a better year. Our players thought we were going to have a better year. Certainly, Mendy thought we were going to have a better year. We haven't."

SNY

50,153 просмотров • 4 месяцев назад

Phillies President of Baseball Operations Dave Dombrowski talks about his team's negotiations with Bo Bichette in free agency before he signed with the Mets: "I can't say that we ever thought it was done. We thought we were very close to having a deal done. We thought it was going to happen, but it wasn't done. There's a difference between the two. As I've explained to some other people, it's a situation where in baseball, and agents run things differently between themselves, they do things in different ways. Until you sign a memo of understanding, you don't have a deal done. We did not sign one of those. It wasn't that we weren't moving towards that direction. It isn't to think that we were going to get there based upon our conversations, but we did not get to that point so I can't say that I ever thought we had it done. I did think we were going to get a deal done."

Phillies President of Baseball Operations Dave Dombrowski talks about his team's negotiations with Bo Bichette in free agency before he signed with the Mets: "I can't say that we ever thought it was done. We thought we were very close to having a deal done. We thought it was going to happen, but it wasn't done. There's a difference between the two. As I've explained to some other people, it's a situation where in baseball, and agents run things differently between themselves, they do things in different ways. Until you sign a memo of understanding, you don't have a deal done. We did not sign one of those. It wasn't that we weren't moving towards that direction. It isn't to think that we were going to get there based upon our conversations, but we did not get to that point so I can't say that I ever thought we had it done. I did think we were going to get a deal done."

SNY Mets

93,449 просмотров • 9 месяцев назад

DHS Secretary Markwayne Mullin vows to hunt down EVERY single illegal in America regardless of criminal record “Our job is to hunt you down — We're going to come to your house or to your place of business or to where you're shopping, and we're going to arrest you and we're gonna send you back home” “I don't care if you have a criminal background or if you don't have a criminal background, you chose to break the law when you came across our border illegally — It is our position and our job to hunt you down and send you back to where you came from, and we will do that regardless if it's in a blue state or a sanctuary city” “We're going to come to your house or to your place of business or to where you're shopping, and we're going to arrest you, and we're gonna send you back home” This is the sign for all illegals to self deport. I’d you get caught by DHS you will receive a minimal 10 year BAN on visas and entering the United States If this is your second removal you get a 20 year ban If you have an aggravated felony the ban will be permanent

DHS Secretary Markwayne Mullin vows to hunt down EVERY single illegal in America regardless of criminal record “Our job is to hunt you down — We're going to come to your house or to your place of business or to where you're shopping, and we're going to arrest you and we're gonna send you back home” “I don't care if you have a criminal background or if you don't have a criminal background, you chose to break the law when you came across our border illegally — It is our position and our job to hunt you down and send you back to where you came from, and we will do that regardless if it's in a blue state or a sanctuary city” “We're going to come to your house or to your place of business or to where you're shopping, and we're going to arrest you, and we're gonna send you back home” This is the sign for all illegals to self deport. I’d you get caught by DHS you will receive a minimal 10 year BAN on visas and entering the United States If this is your second removal you get a 20 year ban If you have an aggravated felony the ban will be permanent

Wall Street Apes

44,998 просмотров • 2 месяцев назад

Co-interim GMs Michael Finley and Matt Riccardi on the decision to trade Anthony Davis: Finley: “We decided as an organization, front office & management; we needed to do something to bring back the winning culture in Dallas.” Riccardi: “We had to take an honest look in the mirror and realize where we were & where we wanted to be. Sometimes the path is not straightforward. Sometimes you have to go a little roundabout way to get to get where we want to go.”

Co-interim GMs Michael Finley and Matt Riccardi on the decision to trade Anthony Davis: Finley: “We decided as an organization, front office & management; we needed to do something to bring back the winning culture in Dallas.” Riccardi: “We had to take an honest look in the mirror and realize where we were & where we wanted to be. Sometimes the path is not straightforward. Sometimes you have to go a little roundabout way to get to get where we want to go.”

Mike Curtis

15,342 просмотров • 9 месяцев назад

"In Miami, it's a package that you take a step back, you kind of re assess where you are moving forward. You get assets and then try to rebuild and retool... He has spent the last few days abroad, waiting where he is going to be traded. It's going to be Boston or Miami" - Shams Charania on the Heat trade package for the Bucks

"In Miami, it's a package that you take a step back, you kind of re assess where you are moving forward. You get assets and then try to rebuild and retool... He has spent the last few days abroad, waiting where he is going to be traded. It's going to be Boston or Miami" - Shams Charania on the Heat trade package for the Bucks

Heat Central

143,008 просмотров • 4 месяцев назад

Harry are you really engaged to Zoë Kravitz? It's not really my business I'm only 24 and stuff but I have always thought that we were going to get married

Harry are you really engaged to Zoë Kravitz? It's not really my business I'm only 24 and stuff but I have always thought that we were going to get married

jessi 🇲🇽 🪩

55,401 просмотров • 6 месяцев назад

Mariana: Hi Lewis, I believe you were expecting much more or not? ... You had the car... Whats going on? Tell me? 😭🫶 Lewis: Well, we didn't have the car, obviously. I honestly thought that we were faster than we were. I think we need to look at our practice sessions because obviously it was very promising on Friday. We made, I think, a step in the wrong direction on Saturday morning and we didn't move from there. And the car was just very weak in the middle and the last sector. So we couldn't get close to the cars ahead. Soso ultimately, I think process-wise we can improve and then set up the direction that we took was wrong. But I think also the guys around us were really quick. We just needed to qualify quick. Mariana: Yeah, that's why I said that I thought that you had the car for a better position because yesterday you said it was actually a process problem, you know, choosing the right or the wrong tyres. Lewis: Yeah, I think if we qualified in the top three, I think we would have probably stayed there, you know, because people weren't overtaking. So it's just down to qualifying. Mariana: Thank You. - F1 2025 Azerbaijan -

Mariana: Hi Lewis, I believe you were expecting much more or not? ... You had the car... Whats going on? Tell me? 😭🫶 Lewis: Well, we didn't have the car, obviously. I honestly thought that we were faster than we were. I think we need to look at our practice sessions because obviously it was very promising on Friday. We made, I think, a step in the wrong direction on Saturday morning and we didn't move from there. And the car was just very weak in the middle and the last sector. So we couldn't get close to the cars ahead. Soso ultimately, I think process-wise we can improve and then set up the direction that we took was wrong. But I think also the guys around us were really quick. We just needed to qualify quick. Mariana: Yeah, that's why I said that I thought that you had the car for a better position because yesterday you said it was actually a process problem, you know, choosing the right or the wrong tyres. Lewis: Yeah, I think if we qualified in the top three, I think we would have probably stayed there, you know, because people weren't overtaking. So it's just down to qualifying. Mariana: Thank You. - F1 2025 Azerbaijan -

sim

116,986 просмотров • 1 год назад