In today’s briefing:
- Pre-IPO QuantumPharm – Good Stories May Not Be Backed up by Performance
Pre-IPO QuantumPharm – Good Stories May Not Be Backed up by Performance
- The essential difference between QuantumPharm and InSilico in terms of business models is that InSilico is an end-to-end generative AI-driven biotech but QuantumPharm is more of a platform-based service provider.
- It’s difficult for QuantumPharm to achieve significant increase in revenue scale in short time,because the service fee amount is usually not large, and it takes time to accumulate order volume.
- If there is no substantial performance contribution, these good stories would not bring about a sustained leap in valuation. QuantumPharm’s valuation in last funding round before IPO is too expensive.
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