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.

The Future of Wearable HealthTech

Reviews the innovation drivers and the dramatic growth potential of this very significant market.

The Bullish Recession

The “impending” recession is counterbalanced with strong economic data and once we start to peel the layers a different picture emerges.

This downturn is different.

“We should see a reasonably rapid recovery.”

Investing in a promising early-stage healthcare company.

Commercialization is key.

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.

Healthcare remains robust.

Bloomberg Businessweek. Carol Massar and Tim Stenovec interview Youssef Sebban. May 31, 2022