Latest

15
Mar
The problem with POPT

The problem with POPT

The Problem with Probability of Phase Transition (POPT) in Biotech and Pharma Probability of Phase Transition (POPT) is a commonly
4 min read
14
Mar
Case Studies: Failures Due to Ignoring Fat Tails in Biotech Investments

Case Studies: Failures Due to Ignoring Fat Tails in Biotech Investments

Biotech investments are uniquely characterized by uncertainty, where extreme events—whether unexpected breakthroughs or catastrophic failures—play an outsized role.
3 min read
13
Mar
The Great Innovation Theater: Why (Most) Corporate Accelerators Are Just PR on a Budget

The Great Innovation Theater: Why (Most) Corporate Accelerators Are Just PR on a Budget

Every year, large corporations—especially in pharma and biotech—proudly announce new startup accelerators, innovation challenges, or early-stage grant programs
3 min read
12
Mar
Unveiling the Limitations of Survival Analysis: A Closer Look at Hazard Ratios, Cumulative Incidence, and RMST

Unveiling the Limitations of Survival Analysis: A Closer Look at Hazard Ratios, Cumulative Incidence, and RMST

Hazard ratios (HRs) are a widely used measure in survival analysis, summarizing the relative risk of an event occurring in
3 min read
11
Mar
The Lexicon of Uncertainty: Navigating Drug Development’s Risk Metrics

The Lexicon of Uncertainty: Navigating Drug Development’s Risk Metrics

In drug development, where uncertainty reigns supreme and success often feels as elusive as a pot of gold at the
3 min read
10
Mar
Royalty Financing: A Lifeline or a Golden Cage?

Royalty Financing: A Lifeline or a Golden Cage?

Amongst biotech funding options, royalty financing sits as the misunderstood sibling: alluring but mysterious, promising much yet carrying hidden risks.
3 min read
09
Mar
The problem with NPV

The problem with NPV

Biotechnology operates at the confluence of intricate scientific inquiry and uncertain financial markets. Drug discovery, clinical trials, and regulatory approvals
8 min read
08
Mar
The problem with VaR

The problem with VaR

Value at Risk (VaR) is a financial metric designed to quantify the maximum expected loss of an investment portfolio over
5 min read
07
Mar
Why European Startups Struggle to Woo Investors

Why European Startups Struggle to Woo Investors

Raising capital for a biotech startup in Europe is a bit like trying to sell an avant-garde art piece to
4 min read
06
Mar
The Halo Effect: Why We Keep Falling for Corporate Frauds (and Ignoring the Skeptics)

The Halo Effect: Why We Keep Falling for Corporate Frauds (and Ignoring the Skeptics)

There is a certain rhythm to corporate fraud. A charismatic figure appears, claiming to be disrupting an industry, armed with
3 min read