Monthly Archives: November 2012

Many venture-backed companies assume they can escape the gravity of historic valuation ranges, and an anecdotal few may accomplish the feat.  But figuring out how to live within its probabilistic reality is an important element of successful venture portfolio construction. A thesis

Macrocyclic drugs are an emerging class of therapeutics that promise to open up drug target spaces which are poorly addressed by small chemical entities and larger biologics.  Cyclosporin is the classic template of such a drug: a cyclically constrained peptide

Medical innovation is the key to addressing the big unmet needs in neurodegeneration, metabolic and heart disease, cancer, among many other conditions.  Not only do new therapeutics and devices aimed at this diseases offer clinical promise, but they also can

Much of the public dialogue about venture capital returns is based more on myth than fact, which reinforces inappropriately limited views of relative sector attractiveness, underlying risk profiles, and the “business models” that work in venture.  A big part of