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/
30
Aug
Biosimilar Patent Infringement Cases in 2025 Amid a Looming Patent Cliff

Biosimilar Patent Infringement Cases in 2025 Amid a Looming Patent Cliff

Introduction: A Wave of Biosimilar Challenges and the "Patent Cliff" The biopharmaceutical industry is witnessing a surge of
8 min read
29
Aug
Bristol Myers Squibb's $300 Million Autoimmune Spinout – Investors, Precedents, and Financing Structure

Bristol Myers Squibb's $300 Million Autoimmune Spinout – Investors, Precedents, and Financing Structure

Investor Syndicate and Stakeholders in the $300 Million Round The new biotech (not yet officially named) is backed by a
9 min read
28
Aug
Fund of the week: DRI Healthcare

Fund of the week: DRI Healthcare

Origin Story: From Niche Pioneer to Public Trust DRI Healthcare's roots go back to 1989, when it began
27 min read
27
Aug
Private equity biotech investment landscape in Q3 2025

Private equity biotech investment landscape in Q3 2025

The biotech investment ecosystem in late August 2025 presents a complex landscape of cautious recovery, selective capital deployment, and strategic
13 min read
26
Aug
The psychedelics sector faces a brutal financial reckoning as cash burn rates collide with regulatory setbacks

The psychedelics sector faces a brutal financial reckoning as cash burn rates collide with regulatory setbacks

The psychedelics industry entered August 2025 with approximately $1.2 billion in combined cash reserves across six major public companies,
15 min read
25
Aug
The AI Infrastructure Shift: When Cloud Evangelists Build Their Own Computers

The AI Infrastructure Shift: When Cloud Evangelists Build Their Own Computers

The great wheel of computing infrastructure turns full circle: from centralized mainframes to distributed systems to cloud centralization and now
40 min read
24
Aug
The weekly term sheet (34)

The weekly term sheet (34)

Biopharma dealmaking slows amid regulatory storm The week of August 18-23, 2025 marked an unusually subdued period for biopharma transactions,
6 min read
23
Aug
Company of the week: Palantir

Company of the week: Palantir

The pharmaceutical industry's adoption of Palantir Technologies reveals a fundamental tension in enterprise software architecture that goes beyond
11 min read
22
Aug
Fund of the week: ARCH Venture Partners

Fund of the week: ARCH Venture Partners

ARCH Venture Partners has raised over $3 billion for its thirteenth fund, cementing its position as one of biotech'
11 min read
21
Aug
Collateralized Fund Obligations: The $7 Trillion Question for Biotech Financing

Collateralized Fund Obligations: The $7 Trillion Question for Biotech Financing

The recent closure of AlpInvest's $1 billion collateralized fund obligation marks a potential inflection point for biotech financing.
9 min read