Latest

10
Oct
Fund of the week: CureDuchenne Ventures

Fund of the week: CureDuchenne Ventures

Executive Summary CureDuchenne Ventures does not operate as a traditional venture capital firm. Instead, it represents a venture philanthropy model
15 min read
09
Oct
Company of the week: Rome Therapeutics

Company of the week: Rome Therapeutics

Introduction Rome Therapeutics is a Boston-based biotechnology company on a mission to drug the "dark genome" – the vast
35 min read
08
Oct
Gene and Cell Therapy at a Crossroads – End of an Era or Strategic Pivot?

Gene and Cell Therapy at a Crossroads – End of an Era or Strategic Pivot?

Introduction In recent months, several major biopharma companies have dramatically scaled back or outright halted their gene and cell therapy
11 min read
07
Oct
Pharma AI Data Pools: Promise and Pitfalls

Pharma AI Data Pools: Promise and Pitfalls

Introduction Bristol Myers Squibb (BMS) and Takeda have recently joined forces with several peers in an ambitious data-sharing venture to
24 min read
06
Oct
Pharmaceutical Royalties as Securities: A Global Regulatory Assessment

Pharmaceutical Royalties as Securities: A Global Regulatory Assessment

Executive Overview Pharmaceutical royalties occupy a complex regulatory landscape where classification depends fundamentally on structure rather than asset type. As
27 min read
05
Oct
The Weekly Term Sheet (40)

The Weekly Term Sheet (40)

Complete Biotech Deals Report: September 29-October 5, 2025 Executive Summary The week of September 29-October 5, 2025, witnessed 19 distinct
17 min read
04
Oct
Intellectual Property-Backed Financing: Global Developments and Regional Realities

Intellectual Property-Backed Financing: Global Developments and Regional Realities

Introduction: The Promise of Invisible Assets In the modern economy, the most valuable assets often cannot be seen or touched.
22 min read
03
Oct
Fund of the week: Ligand Pharmaceuticals

Fund of the week: Ligand Pharmaceuticals

Investment Thesis and Business Strategy Ligand Pharmaceuticals operates a "royalty aggregation" business model, building a diversified portfolio of
34 min read
02
Oct
Company of the week: Kumquat Biosciences - A Fruitful Endeavor in Oncology Innovation

Company of the week: Kumquat Biosciences - A Fruitful Endeavor in Oncology Innovation

Congratulations to Kumquat Biosciences on its brilliant naming -- the kumquat is indeed a great fruit, known for its sweet-tart
14 min read
01
Oct
Contingent Value Rights in Biotech M&A: A Quantitative Analysis of Market Evolution and Valuation Dynamics

Contingent Value Rights in Biotech M&A: A Quantitative Analysis of Market Evolution and Valuation Dynamics

Executive Summary: CVR deployment reaches $35 billion across Q1-Q3 2025 transactions Contingent Value Rights (CVRs) have become integral to biotech
11 min read