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/
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
14
Jul
New Funds on the Block: The First-Half Year Check-In on Biotech VC & PE

New Funds on the Block: The First-Half Year Check-In on Biotech VC & PE

The first half of 2025 has seen a wave of new venture capital (VC) and private equity (PE) funds dedicated
27 min read
13
Jul
What Are Drug Targets? A Sceptic’s Guide to Molecular Bullseyes

What Are Drug Targets? A Sceptic’s Guide to Molecular Bullseyes

1. Introduction: The Gospel of the Target In the parlance of modern pharmaceuticals, few words carry the theological weight of
5 min read
12
Jul
The Algorithmic Mirage: How AI's Promise in Drug Discovery Risks Inflating Expectations

The Algorithmic Mirage: How AI's Promise in Drug Discovery Risks Inflating Expectations

I. Introduction: The Double-Edged Scalpel of AI in Drug Discovery The relentless pursuit of new medicines remains a cornerstone of
21 min read
11
Jul
Magic Bullets, Reloaded: The Global Rise of Antibody–Drug Conjugates

Magic Bullets, Reloaded: The Global Rise of Antibody–Drug Conjugates

The Return of the “Magic Bullet” In 1908, the German scientist Paul Ehrlich coined the term “Zauberkugel” – magic bullet – envisioning
25 min read
10
Jul
Pharma’s Perennial Patent Cliff: Crisis or Routine Cycle?

Pharma’s Perennial Patent Cliff: Crisis or Routine Cycle?

The Next Big Patent Cliff Looms Pharmaceutical investors are once again bracing for what industry insiders ominously dub a “patent
11 min read
09
Jul
Royalty Financing Rescues Biopharma: A H1 2025 Global Analysis

Royalty Financing Rescues Biopharma: A H1 2025 Global Analysis

The first half of 2025 saw an unprecedented surge in royalty-based financings and structured revenue deals across the biopharmaceutical sector.
42 min read
08
Jul
High Ideals, Inside Deals: Biotech’s Lab Leaks of the Financial Kind

High Ideals, Inside Deals: Biotech’s Lab Leaks of the Financial Kind

Trials, Errors, and Timely Trades In the rarefied world of biotech, miracles in the lab often meet murkier practices in
12 min read
07
Jul
THE PANEL DISCUSSION FROM HELL

THE PANEL DISCUSSION FROM HELL

A Corporate Pastoral in Four Acts By one who has seen the lanyards and despaired. DRAMATIS PERSONAE * CLAIRE DU VAGUE
7 min read