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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.