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/
24
Jul
BioPharma Credit PLC: Lending on Life Sciences under the Microscope

BioPharma Credit PLC: Lending on Life Sciences under the Microscope

BioPharma Credit PLC (BPCR) is a London-listed investment trust specializing in debt financing for the life sciences sector. Managed by
13 min read
23
Jul
When the Deal Is the Discovery: Platform Biotechs as Perpetual Option Sellers

When the Deal Is the Discovery: Platform Biotechs as Perpetual Option Sellers

Introduction – Deals as the New Discovery Platform biotech companies today often make headlines not for proven drugs, but for deals
6 min read
22
Jul
Anatomy of Biopharma Royalty Deals

Anatomy of Biopharma Royalty Deals

Biopharma royalty deals are financial transactions where an investor purchases the right to receive future royalty payments from a drug
32 min read
21
Jul
The Weekly Term Sheet (29)

The Weekly Term Sheet (29)

For large pharmaceutical firms, the week’s deals underscored a willingness to spend on promising science – especially to hedge against
12 min read
20
Jul
Nvidia, AMD, and the Battle for Biotech AI Hardware in 2025

Nvidia, AMD, and the Battle for Biotech AI Hardware in 2025

The biotech industry’s appetite for artificial intelligence has grown insatiable. From AI-driven drug discovery and protein folding to generative
49 min read
19
Jul
Biotech’s NATO moment: The cock crowed, but will the sun rise?

Biotech’s NATO moment: The cock crowed, but will the sun rise?

In June 2025, NATO quietly co‑led a US $35 million Series A funding round for Portal Biotech, a UK
6 min read
18
Jul
AI in Pharma 2025: Hype, Reality, and the Road Ahead

AI in Pharma 2025: Hype, Reality, and the Road Ahead

Artificial intelligence (AI) has permeated the pharmaceutical industry with promises to transform everything from drug discovery to clinical trials. By
104 min read
17
Jul
Global Clinical Trial Outlook for Late 2025 – Key Readouts and Market Implications

Global Clinical Trial Outlook for Late 2025 – Key Readouts and Market Implications

The second half of 2025 is poised to deliver a wave of critical clinical trial readouts across the biopharmaceutical industry.
45 min read
16
Jul
The Long Quest to Defeat Alzheimer’s – The State of Dementia Research in 2025

The Long Quest to Defeat Alzheimer’s – The State of Dementia Research in 2025

Alzheimer’s disease, the most common form of dementia, poses one of the greatest challenges in modern medicine. Every year,
46 min read
15
Jul
Recursive Evidence and the Fat-Tailed Risk of HTA Circularity

Recursive Evidence and the Fat-Tailed Risk of HTA Circularity

It begins, as all good policies do, with a peer-reviewed article. A study from 2013 estimates the cost of a
5 min read