BowTiedBiotech

BowTiedBiotech

Higher Cost of Capital. Tighter Private Biotech. | Ep. 944

How structural compression changed round size, timelines, and exits

Feb 26, 2026
∙ Paid

Hello Avatar! Welcome to another week of biotech analysis. Today’s commentary is as always on Thursday focused on the general market update. For the week XBI was UP nearly +1% and is green at +4.75% for the year. This week the market clarified the rules. Biotech can rally, and capital can return quickly, but funding flows to companies with clean cataly…

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