We just held our 2022 Annual General Meeting for our investors, and a few weeks ago convened our Atlas Venture Retreat – both in person for the first time in 3 years. Kicking off each of these meetings is our “Year In Review” presentation, which covers a broad range of macro themes, the biotech ecosystem, and our firm.
This year, given the 2+ year rollercoaster in the markets, we start with a deep dive into both the public and private capital markets, as well as the recent M&A dynamics. Then we shift to the industry and highlight some of the impact the sector is having, before a brief update on Atlas.
We’ve shared this “state of the industry” talk in past years (2021, 2020, 2019, 2018), and with this blog post are doing it again this year.
With that context, here’s the Atlas Venture 2022 Year In Review on YouTube.
As I’ve noted before, my voice at 1.25x speed isn’t too much like the Chipmunks and moves through the 50 minute presentation slightly faster – so that’s definitely recommended for those short on time.
Special thanks to my Atlas colleagues Aimee Raleigh and Kristen Margeson, who were instrumental in helping me pull it together, and to Edward Goin, our brilliant graphic designer.
I’d also like to thank all of our friends in the industry who helped provide data supporting this talk, including BMO, Colliers, Cowen, Evercore, Goldman Sachs, Jefferies, McKinsey, Morgan Stanley, Radford, Raymond James, SVB, Torreya, and others (in alphabetical order).