02
Mar
The problem with IRR
The Internal Rate of Return (IRR) is beloved by private equity (PE) and venture capital (VC) firms, often regarded as
4 min read
Sebastian Gensior
Blending technical expertise with big-picture vision. Innovation in AI, biotech, and VC, Running Capital for Cures. Connect: https://www.linkedin.com/in/sgensior/
01
Mar
The Trouble with TVPI, DPI, and RVPI
Imagine this you’re an investor sitting in a polished conference room. The General Partner (GP) of a biotech-focused private
5 min read
28
Feb
Identifying Red Flags: Detailed Insights into Statistical Anomalies in Clinical Trial Data
Clinical trials serve as the cornerstone of evidence-based medicine, providing critical data to evaluate the safety and efficacy of therapeutic
4 min read
27
Feb
The VC Home Bias Problem: Why European Investors Refuse to Cross the Street
Venture capital, in theory, is about finding the best startups, wherever they may be. In practice? Many European VCs barely
3 min read
26
Feb
The Corporate Award Industrial Complex: A Trophy for Everyone
There are few things as vague yet self-important as the phrase “award-winning”. It’s a flex, a flourish, a signal
4 min read
25
Feb
The Boutique Consultancy Mirage
Few phrases carry as much self-importance and ambiguity as “boutique consultancy”. It appears on websites, LinkedIn bios, and PowerPoint decks
3 min read
24
Feb
The Conference Conundrum: Pay-to-Play, Ego Panels, and Networking Woes
Let’s talk about a topic that doesn’t get enough attention but is painfully familiar to anyone in the
3 min read
23
Feb
The problem with LOA
Likelihood of Approval (LOA) is a widely referenced metric in drug development, particularly in the later stages of the pipeline.
4 min read
22
Feb
The problem with PTRS
Probability of Technical and Regulatory Success (PTRS) is a widely used metric in biotech and pharma, employed to estimate the
4 min read
21
Feb
Assessing the Robustness of Biotech Valuations Using Fat-Tailed Models
Biotech valuations, characterized by their high volatility and dependency on uncertain outcomes, present unique challenges to traditional financial modeling. The
4 min read