Monthly Archives: June 2012

Reflections on Oncology’s Recent Biotech IPOs: CLVS, MACK, & TSRO
June 28, 2012

Three late stage oncology deals have made it through the IPO gauntlet in the past six months: Clovis Oncology in November 2011, Merrimack in March 2012, and just yesterday Tesaro.  Almost all came out of their offerings unscathed, unlike most

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Biotech M&A: Quietly delivering returns in 2012
June 19, 2012

Time and again, life sciences VC deals have been outscoring their better-capitalized, super-hyped and oft-praised colleagues who do deals in the tech side of the asset class. – Jonathan Marino in a PE Hub Post titled “Quietly, VCs in Life

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Cancer Drug Targets: The March of the Lemmings
June 7, 2012

Just in time for the annual ASCO cancer circus, PhRMA released a new report listing the nearly 1000 projects in the industry’s pipeline for oncology – it’s an impressively long list against a whole range of cancers.  And this should


Contrarian Opportunities in Biotech Venture
June 2, 2012

Pharma have been retooling their therapeutic strategies and R&D priorities considerably over the past decade, shifting in and out of various disease areas.  As they are the eventual home for many of the biotech programs we and other early stage