Sebastian Gensior

Sebastian Gensior

Zurich
Blending technical expertise with big-picture vision. Innovation in AI, biotech, and VC, Running Capital for Cures. Connect: https://www.linkedin.com/in/sgensior/
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
02
Aug
Biotech Equity and Stock Option Valuation – A Deep Dive for Founders

Biotech Equity and Stock Option Valuation – A Deep Dive for Founders

Valuing a biotech venture is a bit like valuing a promising but precarious alchemical experiment – full of potential magic, but
33 min read
01
Aug
Company of the week: Avalyn Pharma - Inhaled Therapeutics for Pulmonary Fibrosis

Company of the week: Avalyn Pharma - Inhaled Therapeutics for Pulmonary Fibrosis

Avalyn Pharma represents a compelling yet high-risk opportunity in the rapidly evolving pulmonary fibrosis therapeutics market. The company's
11 min read
31
Jul
Fund of the week: Concentra

Fund of the week: Concentra

Tang Capital's contrarian strategy targets the 300 "zombie" companies holding $30 billion in trapped capital In
15 min read
30
Jul
Digital Therapeutics Reimbursement Models in Europe and Asia

Digital Therapeutics Reimbursement Models in Europe and Asia

Overview of Digital Therapeutics and Reimbursement Digital therapeutics (DTx) are evidence-based software interventions prescribed to treat or manage medical conditions.
28 min read
29
Jul
Europe’s Grand HTA Experiment: Unifying Drug Assessments Across the EU

Europe’s Grand HTA Experiment: Unifying Drug Assessments Across the EU

In January 2025, a long-awaited experiment in European healthcare quietly began. For the first time, all EU countries have started
25 min read
28
Jul
Comparative Regulatory Approaches to AI in Drug Development (as of July 2025)

Comparative Regulatory Approaches to AI in Drug Development (as of July 2025)

Advances in artificial intelligence (AI) are rapidly transforming drug development and clinical trials. Medicines regulatory agencies worldwide have responded by
22 min read
27
Jul
The weekly term sheet (30)

The weekly term sheet (30)

During the week of July 21–25, 2025, the biopharmaceutical industry saw a flurry of deal-making worldwide. This included major
6 min read
26
Jul
Basics of Pharma Deal Structuring: An Explainer for Biotech Professionals

Basics of Pharma Deal Structuring: An Explainer for Biotech Professionals

Most biotech professionals are familiar with science and R&D, but deal press releases often include financial jargon that
27 min read
25
Jul
Company of the week: Repare Therapeutics - A Contrarian Precision Oncology Company

Company of the week: Repare Therapeutics - A Contrarian Precision Oncology Company

Disclaimer: This analysis represents an opinion based on publicly available information and should not be considered investment advice. Please conduct
16 min read