May. 13 at 11:39 AM
$IBRX I saw the video as well.
Good news / bad news…
Leonardo had decades establishing:
* surgeon training pathways,
* reimbursement alignment,
* hospital workflow integration,
* recurring instrument/service revenue,
* procedural data flywheels,
* switching costs,
* and decades of clinical trust.
Leonardo is a thesis (least mature state):
* If automated NK-cell manufacturing works,
* and if off-the-shelf cell therapy works broadly,
* and if costs collapse,
* and if logistics scale globally,
* then Leonardo could become infrastructure for industrialized immunotherapy.
* the vision is civilization-scale,
* but execution risk is biotech-level extreme.
I’M IN but if we were Tesla, our spot on the timeline would be when they had the roadsters and a plan.
