Epoch 23: HOW TO SUCCEED IN THE ABSENCE OF AN IPO MARKET

Venture Returns, IPO Dynamics, Forward Directions

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Hello Avatar! Welcome back for another week of biotech analysis. This week we have a deep dive into the mechanics of the financial engine that drives the biotech market.  Developing new drugs is capital intensive and recently access to capital has gotten tight as potential for attractive returns has dried up.  We will take you through all of this today, as well as have some commentary on what is holding up biotech prices to date.  Next week we hope to finally drop our 3 part industry overview which will detail the various growth themes and conclude by touching on key themes to track moving toward 2050.

If you're not subbed to our 3x a week updates - it's $5 a month, the price of a grande!  The THURSDAY market overview will remain FREE.  SUNDAYS are for our Building Biotech series and fall under the paid umbrella.  This week we will be going into detail on the biotech business model and how the market has managed to stay afloat despite a lack of an IPO market. MONDAYS (also under the paid umbrella) are for public market research, tomorrow we are out with a note on $QURE and their upcoming Ph1/2 Huntington’s data readout.

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Lots to cover this week, let's get started!

IPO MACHINE BROKEN