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Over-Monitored and Under-Coordinated: Why Pharma Logistics Needs a Trusted Source of Record
Jim Poole 7/17/26 Jim Poole 7/17/26

Over-Monitored and Under-Coordinated: Why Pharma Logistics Needs a Trusted Source of Record

Every critical therapy that reaches a patient at home represents a logistics chain that performed without failure — the right product, at the right temperature, in the right hands, at the right moment. When that chain breaks down, it isn't a supply chain inconvenience. It is a clinical failure. Here's why pharma logistics needs a Trusted Source of Record.

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The Parcel Market Is Splitting in Two. Most Investment Theses Haven't Caught Up.
Jim Poole 7/4/26 Jim Poole 7/4/26

The Parcel Market Is Splitting in Two. Most Investment Theses Haven't Caught Up.

The U.S. parcel market is splitting into two fundamentally different businesses — Commerce Logistics and Precision Logistics. Understanding the difference is where good diligence starts.

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The Supply Chain Behind Radiopharmaceuticals: What Investors Need to Know
Jim Poole 7/3/26 Jim Poole 7/3/26

The Supply Chain Behind Radiopharmaceuticals: What Investors Need to Know

The logistics infrastructure behind radiopharmaceuticals is one of the most demanding — and least understood — supply chains in healthcare. Understanding what it actually takes to move these products is increasingly relevant to diligence and thesis development.

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