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?
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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?

Biotech Survival Lessons from the Inuit

I’ve recently been following the BBC’s excellent “Human Planet” series. Last week’s program was a fascinating insight into how the Inuit of the Arctic have

Does R&D Pay? (journal article)

This month we highlight a paper published earlier this year in Drug Discovery Today. The article, “Does R&D Pay?” looks at the effectiveness of different

The Biotech Life Cycle – Seattle Revisited

BMS is currently in discussions to buy Zymogenetics, from Seattle. While some will mourn at the loss of another regional leader, we see things a

Market Access: How Does it Affect Biotech Funding Prospects?

Does it work?  Once upon a time it was sufficient to determine if a drug, diagnostic or device delivered some benefit.  A significant effect in a randomized,

Biotech Funding: Feel a Breeze From the IPO Window?

What do the following biotech stocks have in common – Anthera (NASDAQ:ANTH), Ironwood (NASDAQ: IRWD), Aveo (NASDAQ:AVEO), NeoVacs

The New Reality Starts to Hit Home

We all know the mantra of the post-credit crunch pharma and biotech world – lean, mean and focused in the era where cost-effectiveness is king. The