SORRY, WE MIGHT BE WRONG.
How data can be misleading and why, in the era of AI, it’s even more important to do your homework.
Everything Is Peanut Butter
A look at the implications for the Healthcare market in the upcoming new regime in the United States.
Size Does Matter!
Commercialization is key to success but the process starts with a deep understanding of the market opportunity.
The One-Handed Economist
Our views on the economy and where the markets are headed next; which sectors (and sub-sectors) to invest in and which markets to avoid.
Sharpening R&D Focus
Where is Big Pharma placing its bets? The upcoming ~$200B patent cliff and the stormy market conditions have significantly increased the pressure on Big Pharma to sustain pipelines while controlling costs. Most of the industry majors slashed their R&D budgets in 2022.
End of an Era
The era of investing in unproven bets is gone, for the foreseeable future, and only the truly innovative and commercially minded will survive.
Alléger les coûts de la bioproduction
Reducing the costs of biologic manufacturing. (In french)
Irish America Business 100
Mark Goldstone is named in 2022s Irish America Business 100.
Investing in a promising early-stage healthcare company.
Commercialization is key.
This downturn is different.
“We should see a reasonably rapid recovery.”
