I read the next investors write up, it was pretty good, but thought it lacked nuance in some parts. They do a good job covering the macro picture but seems like a big rationale for the investment was following Bill Garner and DT into it. Which is fine, I trust DT too, but yeah not 100% sure that their involvement in RAC 60 bagging has a ton to do with ILA. I could be wrong though. Also think they should have also mentioned Jason Carroll if anything - the man continuously accumulated and now we see he's highly credentialled in his own right with major experience and connections in Pharma. Now CEO of TYP himself. Good write up overall that captures the opportunity quite well. The potential to sell a PRV is another interesting piece here that is often under discussed.
Also in case people haven't seen it, an interview with Jason Carroll below on why he invested in ILA.
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