Insights
Market perspectives & investment thesis
Our analysis on emerging opportunities in biotechnology, platform technologies, and the evolving healthcare landscape.
Featured Analysis
October 12, 2025
The Shift to Precision Oncology: Why We're Doubling Down
An in-depth look at small molecule platforms targeting specific protein degraders in the cancer microenvironment.
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Recent Publications
AI in Drug Discovery: Hype vs Reality
Evaluating the actual clinical success rates of AI-generated compounds entering Phase 1 trials.
The European Biotech Funding Gap
Why the best science often struggles to find capital in Europe, and how investors can bridge the gap.
RNA Therapeutics Beyond mRNA
Exploring the expanding universe of RNA-based modalities—from siRNA to circular RNA.