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/

Jan

The problem with TAM

Total Addressable Market (TAM) is a ubiquitous metric in biotech investment pitches, used to quantify the theoretical revenue potential of

03 Jan 2025

4 min read

Jan

The Problem with CAGR

Biotech investing is not for the faint-hearted. This field, ruled by unpredictability, is a theatre of sharp turns: clinical trials

02 Jan 2025

7 min read

Jan

Exploring Outliers: How Rare Events Shape My Thinking

Hi, I’m Sebastian, and this blog is both an indulgence and an exploration. It’s not for any one

01 Jan 2025

2 min read