Strategy

New target discovery I&I | Ep. 953

Mar 8

The Illusion of Movement | Ep. 947

Why Biotech Stocks Aren’t Going Anywhere Without Real Liquidity

Mar 1

The Extinction of Diversified Pharma | Ep. 941

Focus wins. Ruthless portfolio prioritization is the new biotech moat.

Feb 23

5 Hidden Themes Driving China’s Biotech Surge | Ep. 934

...and 5 Bold Predictions for What’s Next

Feb 16

The $1 Billion Shortcut | Ep. 928

How One Radiopharma Play Unlocked the New Playbook for Biotech Company Creation

Feb 6

Using LLMs to Identify Successful Founder Phenotypes and Beyond | Ep. 921

When language models start beating the best VCs at their own game

Feb 1

Biotech Venture Needs a New Structure | Ep. 915

How Evergreen Funds and NAV Liquidity Can Fix Biotech’s Capital Stack

Jan 25

Mastering Biotech Markets with the SPEED Framework | Ep. 909

Historical Cycles, Pricing Psychology, and the Path Ahead to 2030

Jan 18

The Next Generation of Multi-Functional I&I Therapeutics | Ep. 903

How to Pick Winners From a Crowded Cytokine War

Jan 11

The Price Shock Nobody Modeled | Ep. 897

A field guide to how drug prices actually jump, why the system allows it, and where the next cracks are forming

Jan 4

The Oncology Edge No One Talks About | Ep. 891

Five Blindspots Hiding in Plain Sight

Dec 28, 2025

The Bispecific Frontier | Ep. 885

How Format, Function, and Fast Translation Will Define the Next Biotech Leaders

Dec 21, 2025

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