Speakerguest

Delian Asparouhov

@zebulgar / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls0traced speaker calls

avg P&L0.0%per call

win rate0%resolved calls

total P&L0.0%expert engine

Verified record

44credibility

win rate33%1W · 2L

resolved3settled on TRACE

scored calls3published & scoreable

Speaker record

[124:14]longMRKtbpn

Pharma TAM is gigantic; one Merck drug did $25B, so microgravity drug manufacturing can capture huge value.

Keytruda, that drug that I mentioned that Merck did in 2019, that one drug's top line last year for Merck, $25 billion in revenue. Just that one drug.

+15.61%multi-year

[106:56]longRKLBtbpn

Rocket Lab has the resources and shareholder mandate to deliver Neutron medium-lift and ride the space economy buildout.

You've got Rocket Lab now. It's like a $65 billion company. Yeah, well, definitely have enough resources to go tackle Neutron and they've got shareholder expectations for them to get that medium lift, you know, sort of rocket up.

+24.02%the next 5 years

[95:26]longUTHRtbpn

United Therapeutics becomes the first public proxy for microgravity pharma; validation re-rates the stock higher.

We make some drugs up there.

+0.36%open horizon

Agent-readable speaker

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