Late to the Party? Prepare to Pay the Price
I saw a tweet recently asking “in recent years, what has become simultaneously worse and more expensive?”. One wag responded with “life”, but I’d also argue that investing in biopharma companies is a feasible answer. Bear with me. Before the recent slump put a downer on the markets, public and private investors had been backing […]
Networking on the Agenda at LSX World Congress
This week saw the return of the LSX World Congress in a real-life environment (London, to be precise). Biotech, medtech and healthtech professionals and investors were clearly delighted to get back to face to face conversations and I joined them to see what the buzz was about. And, if we’re honest, to enjoy a spot […]
Orphan Drugs: About as Niche as a Flat White
To those beyond the world of biopharma, the term “orphan drug” sounds a bit sad, a bit forgotten. But to those involved in the industry, the superior return on investment, supportive regulatory environment and rates of growth mean that these orphans are anything but tragic. We’ve just published our latest report on the state […]
Genetic Medicine: The Next Gene-eration
Once upon a time, a gene therapy player could release data on a handful of subjects and see its share price rocket. The sector was riding high after the landmark approvals of Luxturna and Zolgensma, and big pharma was keen to buy into this space. Valuations surged as investors clamoured for a piece of the […]
