Jun. 30 at 12:50 PM
$TELIF if you read my thesis https://skydeckconnect.com/telescope-innovations-telif you would have noticed a tiny mention of a playbook that was run by a company that is ahead of Telescope on IP partnerships. That company, Schrödinger
$SDGR , is on a transition to using centralized AI for drug discovery and has been on a bit of surge lately, recovering from steep drops and trading at still reasonable P/S. It’s been part of the recent breakout in biotech stocks.