Category Archives: Biotech

Corporate VCs v VC firms: Are your investors aligned?

This gallery contains 3 photos.

Corporate venture capital “is the investment of corporate funds directly in external start-up companies” (Wikipedia). As a medtech entrepreneur raising funds, you should know about them. They are an extremely valuable source of VC funding for your company. But they … Continue reading

When Neopolitan Beats Vanilla: What Specialist Medtech Investors can Learn from Generalists

This gallery contains 4 photos.

Many investors are specialists. Indeed, specialism in something is usually the way to excel at whatever is your choosing. But can it lead to challenges (e.g. tunnel vision), and is there a way to overcome the specialist’s curse? I’ve spent … Continue reading

What’s the Hidden Value in TEVA’s Stock?

This gallery contains 1 photos.

Last week I added Teva Pharmaceutical Industries (Symbol: TEVA) to my stock portfolio, at a price of $44.40. It’s not medtech, but it’s still within my chosen niche area of healthcare, and offers many of the traits I look for … Continue reading

15 Lessons from a Medtech Entrepreneur

This gallery contains 3 photos.

Recently, I had the opportunity to meet a medtech entrepreneur building a company developing some fascinating and game-changing technology. The company is Ranier Technology based in Cambridge, UK and Dr Geoffrey Andrews is the founder and CEO. Ranier are developing … Continue reading

Why Strive for Earnings Growth Like Medtech and Supplies?

Last month’s article, Lessons from Medtech, looked at certain investment characteristics of invasive medtech companies and considered how these might be attractive to other life science and healthcare companies, particularly biotech. Chief amongst these was building revenues and profits, early … Continue reading

Lessons from Medtech?

Investing in publicly listed life science companies versus early stage growth companies involves dealing with very different animals. But can we learn lessons from companies in the public markets? Perhaps, by considering factors that such investors deem important we can … Continue reading

Going against the Grain: Is it time to take a stand against “Asset Favoritism”?

In his 2004 Chairman’s Letter at Berkshire Hathaway, Warren Buffet offered sound advice to those trying to find the best time to invest in equities: “be fearful when others are greedy and greedy when others are fearful”….But is going against the grain also a winning strategy for private equity investors in high-risk biotech ventures?
Continue reading

Is Pharma’s Perfect Storm Biotech’s Greatest Opportunity?

Many folks within pharma lament the current challenges and look back to a gilded era when blockbusters provided rivers of cash flow and supported growth based activities – both R&D and marketing. And yet, could this present biotech’s greatest opportunity … Continue reading

SuperGen Acquires Astex: The Biotech Funding Relay Race

Last week witnessed an interesting M&A deal between SuperGen and Astex. Here, we look at investor returns and wonder what could be in store for the enlarged company?

Continue reading

Finding Safer Medicines

Medicines need to be safe and effective.   Once upon a time there was a trade-off between the two that was assessed at the population level – over the Continue reading