Epoch 22: Is it Hard to Be a Biotech VC?

Raising Capital, Timing Markets & Patients vs Returns

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Hello Avatar! Welcome back for another week of biotech analysis. Today is Sunday, which means this is our Building Biotech newsletter that is focused on discussing biopharma strategy topics. Today’s topic is not necessarily a strategic topic in the traditional sense. We are going to explore in detail the day to day of the venture capitalist and the challenges faced in investing in biotech. As you will see the technical aspects of understanding the underlying science are a small part of the success formula. In fact, much of the success formula is outside the control of the VC. Today you will learn in detail exactly how this business model works and the opportunities and challenges managed to enable success.

If you're not subbed yet click the link below.  Every Thursday we are out with our FREE public/private biotech market update. Sundays are the days we focus on forward looking strategy.  Monday’s are for public equity research.  Tomorrow we will focus on UroGen Pharma ($URGN) which will share an update from their Phase III ENVISION study for UG-102 in bladder cancer . Options pricing suggest 40% volatility!  

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Enough shilling for the day, lots to cover this week, let's get started!

BIOTECH VENTURE CAPITAL: A MORE DIFFICULT JOB THAN MANY REALIZE