Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive into the world of biotech with fresh insights, sharp analysis, and the stories that are shaping the future of health. Whether you’re an industry insider, an investor, or just biotech-curious, we’ve got something for you.
We are now publishing 7x per week according to the following cadence:
Mondays: Stocks
Tuesdays: Biotech
Wednesdays: Podcast
Thursdays: Markets
Fridays: News
Saturdays: Podcast
Sundays: Strategy
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Welcome back to the BowTiedBiotech Podcast. In today’s episode, How Smart Biotech VCs Time the Cycle | Ep. 803, we dig into a powerful truth most investors overlook: in venture, you don’t invest in the cycle you’re in, you invest in the one that’s coming. Fresh data from Carta tracking over 1,200 U.S. funds shows small venture funds consistently outperform across IRR, TVPI, and DPI, with biotech standing out as a space where timing magnifies the edge. We’ll break down why smaller funds win before the market turns, how to read the cycle from down-market despair to the next golden age, and what this means for biotech investors positioning ahead of the recovery.
📣🎙️ TODAY’S PODCAST:
[ 0:00 ] Welcome & timing the cycle
[ 1:00 ] Small funds punch above weight
[ 2:00 ] Carta data proves the point
[ 3:30 ] Why DPI has stalled since 2020
[ 6:20 ] The three-part playbook explained
[ 7:00 ] Spotting early signs of recovery
[ 8:00 ] Golden age, capital floods in
[ 11:50 ] Why IND stage is critical
[ 13:00 ] Commit before the boom
[ 14:30 ] M&A vs breakthroughs
CONCLUSION
We hope you are enjoying our first leap into the podcast world! Instead of waiting until everything is perfect, we’re diving in and will continue improving as we go. Feel free to send us your suggestions, feedback, or constructive criticism—we’d love to hear from you!
As a reminder, if looking to go deeper into the topics we cover check out our website BowTiedBiotech.com, or DM us on twitter, or email us: bowtiedbiotech@gmail.com
ABOUT BOWTIEDBIOTECH
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.
DISCLAIMER
None of this is to be deemed legal or financial advice of any kind. All updates are sourced from publicly available disclosures. Insights are *opinions* written by an anonymous cartoon/scientist/investor.
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