P05
It is the unknown that defines our existence. We are constantly searching, not just for answers to our questions, but for new questions. We are explorers.

Latest

12
Aug
Regulatory Sandboxes for AI in Drug Development and Clinical Trials

Regulatory Sandboxes for AI in Drug Development and Clinical Trials

Regulator Depth/Specificity of AI Sandbox (focus on AI in drug development) Scope of AI Experimentation (breadth of permitted AI
50 min read
11
Aug
Special Purpose Acquisition Companies in Healthcare and Biotech: A Mid-2025 Market Appraisal

Special Purpose Acquisition Companies in Healthcare and Biotech: A Mid-2025 Market Appraisal

The landscape for Special Purpose Acquisition Companies (SPACs) within the healthcare and biotechnology sectors in mid-2025 presents a complex, dual
21 min read
10
Aug
The weekly term sheet (32)

The weekly term sheet (32)

Global pharmaceutical and biotech deals remain subdued during August week The week of August 4-9, 2025 marked an unusually quiet
7 min read
09
Aug
The great AI medicine show

The great AI medicine show

In the late 19th century, traveling medicine shows peddled cure-all elixirs with flamboyant claims. Today’s equivalent in biotech is
28 min read
08
Aug
Company of the week: BridgeBio Pharma (BBIO)

Company of the week: BridgeBio Pharma (BBIO)

BridgeBio Pharma stands at a critical inflection point in its evolution from development-stage biotech to commercial pharmaceutical company. With the
17 min read
07
Aug
Fund of the week: LifeArc

Fund of the week: LifeArc

Overview and Financial Model LifeArc is a UK-based medical research charity with a unique financial model, operating more like an
15 min read
06
Aug
Intel’s Advances in Biotech: Genomics and Drug Discovery with AI Accelerators (2025)

Intel’s Advances in Biotech: Genomics and Drug Discovery with AI Accelerators (2025)

Habana Gaudi2 and Gaudi3 Accelerators Intel’s Gaudi2 (2022) and Gaudi3 (2024) AI accelerators target training of large models with
13 min read
05
Aug
AMD's Expanding Role in AI for Biotechnology: A Comprehensive Analysis

AMD's Expanding Role in AI for Biotechnology: A Comprehensive Analysis

Advanced Micro Devices (AMD) has emerged as a significant challenger to NVIDIA's long-standing dominance, pursuing an aggressive strategy
18 min read
04
Aug
Nvidia’s Expanding Footprint in Biotech: A Hardware-Centric Analysis

Nvidia’s Expanding Footprint in Biotech: A Hardware-Centric Analysis

The convergence of artificial intelligence (AI), accelerated computing hardware, and vast biological datasets is transforming healthcare and biotech into a
21 min read
03
Aug
The weekly term sheet (31)

The weekly term sheet (31)

Global pharmaceutical and biotech deals surge with $15+ billion in transactions The pharmaceutical and biotechnology sectors witnessed significant deal activity
7 min read