Sebastian Gensior

Eli Lilly’s latest act of corporate altruism arrived in September 2025 in the form of TuneLab, an artificial intelligence platform dressed up as an equaliser for the drug-discovery industry. The firm claims to have spent more than $1 billion curating preclinical, safety and pharmacological data across hundreds of thousands

Pharmaceutical & Biotech Transactions: September 8-14, 2025 Executive Summary The week of September 8-14, 2025 witnessed 22 verified transactions in the pharmaceutical and biotech sectors, with disclosed values exceeding $3.9 billion. Despite being immediately after Labor Day, the period marked significant activity in AI-enabled drug discovery platforms, gene therapy

Fractional equity funding for biotech companies - achieved through traditional securities divided into smaller units rather than cryptocurrency - has evolved from experimental concept to legitimate funding mechanism, with over $1.3 billion raised through U.S. equity crowdfunding alone since 2016. The model enables retail investors to purchase biotech

Absci Corporation (NASDAQ: ABSI) stands at a pivotal crossroads in September 2025, having transitioned from a pure AI drug discovery platform to a clinical-stage biopharmaceutical company. While achieving the significant milestone of advancing its first AI-designed antibody into human trials, the company confronts mounting competitive pressures, financial deterioration, and persistent

Executive Summary Neo Kuma Ventures, established in December 2020 as Europe's first venture fund dedicated to psychedelic healthcare, has deployed roughly £20 million across 15 portfolio companies according to Tech.eu reporting. The London-based fund—founded by Clara Burtenshaw, Sean McLintock, and Nick David—reported early paper gains

The radiopharmaceutical industry has erupted into an all-out patent war in 2024-2025, with Novartis at the center of a multi-billion dollar defensive campaign to protect its revolutionary cancer treatments. What started as a niche market for radioactive medicines has transformed into one of the pharmaceutical industry's hottest battlegrounds,

The Nuclear Medicine Revolution In the corridors of global pharma, an unprecedented arms race is underway. The coveted weapons aren't traditional drugs or antibodies, but radioactive atoms hitched to drug molecules – radiopharmaceuticals delivered with sniper-like precision to tumors. Once relegated to the fringes of nuclear medicine, this field

The biopharma royalty financing market has emerged as a critical pillar of life sciences funding, with annual transaction volume reaching $14 billion at a 45% compound annual growth rate through 2025 according to Ernst & Young's 2025 Biotech Beyond Borders Report. This explosive growth reflects fundamental shifts in

The first week of September 2025 saw a flurry of dealmaking in life sciences, with over $11.6 billion in potential transaction value announced across licensing alliances, royalty financings, and venture fundings. Notably, cross-border partnerships – particularly between Western firms and Chinese biotechs – took center stage, while classic M&A

Dear reader, A brief desk note from your resident author Sebastian. The kettle is still on, the models still overfit, and—miracle of small compounding—the blog still ships daily. First, thank you. There are now comfortably 100+ of you reading the newsletter every day. You are the scarce resource