Biotech Values

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Kiwi - not sure what your understanding of PLTR's software role is at NHS. They have worked with NIH for a while now but how exactly their software is used only the imbedded folks know. NHS use of consultants like NECS, PwC etc using msft Excel/Azure really hasn't done good enough for PLTR to win. Now those consultancies will be Palantir shops for institutions that need something beyond fancy spreadsheets. I don't even know if this is just Foundry since AIP was non-existent when this bidding process started. IMO NHS contract is a nice feather in the cap but ultimately, foundry/aip will have to compete in the private sector where the large TAM is and where growth will have to come from.