Monthly Archives: November 2011

Efficient Market for Lab Space? Not in Boston
November 23, 2011

Cambridge/Boston continues to separate itself from other clusters around the U.S. as an area of significant growth: more Pharma hires are happening here with layoffs elsewhere, significant talent inflows from around the world, more lab space than most markets, and


Risky Business: Late Stage vs Early Stage Biotech
November 18, 2011

Last week, late stage biotech Alimera blew up after the FDA sent it a Complete Response Letter (CRL) rejecting its Iluvien product for eye diseases.  The stock is off 80%.  This was supposed to be a derisked, late stage investment


Biotech Models: Virtual Reality vs Virtual Mythology
November 10, 2011

Virtual research-stage biotechs seem to be all the rage these days.  And they do offer interesting investment theses in some settings and with particular assets.  But there are a bunch of myths about going virtual that deserve attention. But before


Chicken Little and Life Science Venture Capital
November 1, 2011

The sky is falling.  The sky is falling.  Seems like every day there’s another piece of news about the drop in Life Science venture capital (and here), with bouts of flagellation around each new quarterly press release from NVCA/PwC MoneyTree, Dow