Recovering scientist turned early stage VC A biotech optimist fighting gravity

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

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Two (Micro) Reasons to be Excited About RNA Therapeutics
October 18, 2011

Like many technologies that move from hot discoveries on the cover of Nature to the practical ugly sausage-making of drug development, RNA-based therapeutics have been widely derided of late.  It seems everyone from Wall Street to Pharma to venture capital

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Culprits of Biotech’s Malaise: Let’s Also Look in the Mirror
October 12, 2011

Malaise and despair seem to have taken over the biotech venture and startup community of late. “Venture’s stress” is the cover story of BioCentury.  Biotech VCs are so distraught they are taking the case to Washington DC to lament the fate

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Early Stage Biotech Financing: Fewer, Leaner, and Better?
October 2, 2011

With lots of venture investors fleeing early stage biotech over the past few years, many have questioned where the next vintage of great startup companies will come from.  This theme was touched on a few weeks ago in my post

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Debunking Corporate Venture Capital in Biotech
September 25, 2011

Corporate venture capital’s rise to prominence in biotech over the past few years is now a well worn subject.  It was yet again debated this week at the Windhover PSA meeting, in part triggered by the recent widely-covered launch of

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Billion Dollar Policy Ideas for Supporting Biotech Innovation
September 14, 2011

Amidst talk of the need for renewed economic stimulus and the desire for America to invest in innovative industries, I thought I’d highlight two practical tax policy ideas for how to accelerate biotech sector growth: enabling NOL tradability and creating

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Our Shrinking Biopharma Ecosystem
September 9, 2011

The sustainability of the biopharma sector depends on a continual flow of new startups to both feed Big Pharma’s pipelines and to create the next generation of emerging mid-cap companies.  At the BioPharma America conference this week, several panelists asserted

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Four Types of “Premature Scaling” in Biotech
September 2, 2011

Earlier this week the Startup Genome project released a report on the DNA of internet startups.  Essentially what attributes lead to success or failure.  One of the things they found was that 74% of startups failed because of “premature scaling”.

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The Long Term Bullish Case for Pharma
August 26, 2011

Not a day goes by that pundits aren’t bemoaning the struggles of the drug industry: R&D productivity declines, FDA uncertainties, restructurings and downsizings, payor and reimbursement dynamics, pricing pressures, generics and patent cliffs, etc…   Many critics worry about  slowing growth

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Favorable 1H2011 Biotech M&A Trends
August 11, 2011

Our friends at HBM Partners just published their quarterly Biotech/Pharma M&A report.  Its got some good nuggets of data in it about 1H2011. Although its hard to think about in the midst of the Great August Rollercoaster in the markets,

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Mythbuster: Does Tech have a faster time to exit vs Biotech?
August 9, 2011

A few weeks ago I wrote a pair of blogs comparing Tech vs Life Science venture capital backed investments: one was on returns in the 2000’s where LS beat out Tech investing (highlighting a Nature Biotech article Bijan Salehizadeh of Highland Capital

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Celebrating 1H2011′s New Drug Approvals (sort of)
July 27, 2011

The FDA approved 20 new molecular entity NDAs in the first half of 2011, which is an impressive count.  Of the 20, eighteen are new therapeutics (two were diagnostic reagents).  This number of approvals is exciting, especially since in 2011

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