Absci Corporation (NASDAQ: ABSI) stands at a pivotal crossroads in September 2025, having transitioned from a pure AI drug discovery platform to a clinical-stage biopharmaceutical company. While achieving the significant milestone of advancing its first AI-designed antibody into human trials, the company confronts mounting competitive pressures, financial deterioration, and persistent

Executive Summary Neo Kuma Ventures, established in December 2020 as Europe's first venture fund dedicated to psychedelic healthcare, has deployed roughly £20 million across 15 portfolio companies according to Tech.eu reporting. The London-based fund—founded by Clara Burtenshaw, Sean McLintock, and Nick David—reported early paper gains

The radiopharmaceutical industry has erupted into an all-out patent war in 2024-2025, with Novartis at the center of a multi-billion dollar defensive campaign to protect its revolutionary cancer treatments. What started as a niche market for radioactive medicines has transformed into one of the pharmaceutical industry's hottest battlegrounds,

The Nuclear Medicine Revolution In the corridors of global pharma, an unprecedented arms race is underway. The coveted weapons aren't traditional drugs or antibodies, but radioactive atoms hitched to drug molecules – radiopharmaceuticals delivered with sniper-like precision to tumors. Once relegated to the fringes of nuclear medicine, this field

The biopharma royalty financing market has emerged as a critical pillar of life sciences funding, with annual transaction volume reaching $14 billion at a 45% compound annual growth rate through 2025 according to Ernst & Young's 2025 Biotech Beyond Borders Report. This explosive growth reflects fundamental shifts in

The first week of September 2025 saw a flurry of dealmaking in life sciences, with over $11.6 billion in potential transaction value announced across licensing alliances, royalty financings, and venture fundings. Notably, cross-border partnerships – particularly between Western firms and Chinese biotechs – took center stage, while classic M&A

Dear reader, A brief desk note from your resident author Sebastian. The kettle is still on, the models still overfit, and—miracle of small compounding—the blog still ships daily. First, thank you. There are now comfortably 100+ of you reading the newsletter every day. You are the scarce resource

Executive Summary OpenAI's expansion into healthcare represents a significant inflection point in the artificial intelligence industry, driven by measurable performance improvements, strategic partnerships with major pharmaceutical companies, and demonstrable technical capabilities that extend far beyond conversational AI. Through the third quarter of 2025, the company has established itself

Fund Launch and Structure Clinique La Prairie, the Swiss medical spa founded in 1931, launched its Longevity Fund in October 2024 with a target of €300 million across three closing phases. The announcement came during a period of recovery for longevity investing, which saw funding increase to $8.5 billion

Executive Summary The integration of artificial intelligence into biotechnology has reached a critical inflection point in 2025. This comprehensive analysis examines the current state of AI deployment across drug discovery, protein structure prediction, and biomedical research, presenting objective performance metrics and market dynamics. Key findings indicate significant progress in specific