Epoch 45: Biotech Awards - Predictive or Not?

IPOs, Acquisitions, Approved Products

Welcome to the 41 NEW Biotech Innovators who have joined us this month! If you haven’t subscribed, join the 1,391 researchers, investors, operators, academics, clinicians and entrepreneurs by subscribing here:

Hello Avatar! Welcome back for another week of biotech analysis. As always Sunday’s are dedicated to discussing strategic topics.  Today we will take a look into biotech awards and if they are predictive of company success…or not?  Industry insiders have seen all the awards, Endpoints 11, Fierce 15, Galleon awards, various venture capital associations, best place to work, etc.  Personally we love these lists, it is fun to try to rank the various biotechs and debate which are most interesting.  A month or so ago Endpoints took a look back at recent Endpoints 11 award winners - a where are they now analysis if you will.  We will take you through the results and also refer back to the recent Fierce 15 lists in order to settle debate around just how meaningful these lists are.

If you're not subbed yet click the link below. Monday’s equity research will focus on Icosavax ($ICVX) with Ph2 interim data from their IVX-A12 dual RSV / hMPV vaccine expected by end of year.  The options market is projecting a 60% move on the news, so it should be interesting!

Please help spread the work by subscribing and hitting the share button if you are enjoying our bi-weekly newsletters!

As a reminder, the purpose of the BowTiedBiotech substack is two-fold. Primarily, we aim to provide our scientist audience the tools to build a biotech company and ultimately translate their ideas into medicines for patients.  Secondarily, biotech investors may find this substack useful as we will be providing weekly market updates of the public AND private markets as well as heavily leveraging current financing events as teaching examples.

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

THE ENDPOINT-11 LIST - WHERE ARE THEY NOW?

BowtiedBiotech readers know we love our lists.  Some of our favorites are the ones that award the most innovative biotech companies. This includes the Fierce15 and Endpoints 11 amongst others that are published each year.  But how predictive are these lists?  Is it simply companies paying their way to be nominated (yes this happens, we will not call anyone out specifically, but you would be surprised which of your favorite awards is pay to play). Can there be high bias in the selection process? We know people who vote on these lists (maybe us IRL :)). What is to keep people from simply nominating their portfolio companies, or companies driven by friends?