Company of the week: BridgeBio Pharma (BBIO)
BridgeBio Pharma stands at a critical inflection point in its evolution from development-stage biotech to commercial pharmaceutical company. With the
Fund of the week: LifeArc
Overview and Financial Model
LifeArc is a UK-based medical research charity with a unique financial model, operating more like an
Intel’s Advances in Biotech: Genomics and Drug Discovery with AI Accelerators (2025)
Habana Gaudi2 and Gaudi3 Accelerators
Intel’s Gaudi2 (2022) and Gaudi3 (2024) AI accelerators target training of large models with
AMD's Expanding Role in AI for Biotechnology: A Comprehensive Analysis
Advanced Micro Devices (AMD) has emerged as a significant challenger to NVIDIA's long-standing dominance, pursuing an aggressive strategy
Nvidia’s Expanding Footprint in Biotech: A Hardware-Centric Analysis
The convergence of artificial intelligence (AI), accelerated computing hardware, and vast biological datasets is transforming healthcare and biotech into a
The weekly term sheet (31)
Global pharmaceutical and biotech deals surge with $15+ billion in transactions
The pharmaceutical and biotechnology sectors witnessed significant deal activity
Biotech Equity and Stock Option Valuation – A Deep Dive for Founders
Valuing a biotech venture is a bit like valuing a promising but precarious alchemical experiment – full of potential magic, but
Company of the week: Avalyn Pharma - Inhaled Therapeutics for Pulmonary Fibrosis
Avalyn Pharma represents a compelling yet high-risk opportunity in the rapidly evolving pulmonary fibrosis therapeutics market. The company's
Fund of the week: Concentra
Tang Capital's contrarian strategy targets the 300 "zombie" companies holding $30 billion in trapped capital
In
Digital Therapeutics Reimbursement Models in Europe and Asia
Overview of Digital Therapeutics and Reimbursement
Digital therapeutics (DTx) are evidence-based software interventions prescribed to treat or manage medical conditions.