EP03 | The $11 Billion Bet 一场110亿美元的豪赌

In 2011, Gilead paid $11 billion for a company with zero revenue. Wall Street said they were insane. Stock crashed 12%.

2011年，Gilead花110亿买了一家零收入的小公司。华尔街说他们疯了，股价暴跌12%。

Two years later, that molecule became Sovaldi — over $58 billion in total sales. The biggest biotech deal ever.

两年后，那个分子变成了Sovaldi——累计卖了580亿美元。史上最成功的biotech并购。

📌 In this episode 本期内容：

• The refugee scientist and his team's "Perfectovir" 一个埃及科学家和他的"完美药物"
• The moment in Berlin when the room went silent 柏林会议全场鸦雀无声的那一刻
• Why the CEO bet $11B — 4 reasons CEO为什么敢出110亿
• Winner takes all: how Sovaldi killed the old king in 6 months 赢者通吃：半年灭掉前任之王
• $84,000 per cure — smart or wrong? 8.4万美元治愈一个人——合理还是过分？
• The China story: 10M patients, 2% diagnosed 中国篇：1000万患者，只有2%被诊断
• 4 lessons only clinical people truly get 4个只有临床出身的人才懂的教训

💡 The most valuable skill in a biotech deal isn't finance. It's knowing whether the science is real.

💬 Got a favorite biotech deal story? Tell me in the comments.

I belong at the top — I'm just on my way there. Come walk with me.

我属于顶峰，只是还在路上。