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Sherman Leung's avatar

Great read Jacob! Curious what market forces you see as drivers behind biotech unbundling? As a two-part Q, what role (if any) do CROs play in trying to aggregate vs pick off services from pharma companies? (and what services do you think are most ripe for aggregation or specialization?)

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KEVIN CRAMER's avatar

Sapio Sciences not listed here in either LIMS or ELN spaces? How much research did you really do on the players here? Or just picked from ones your firm invests in?

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