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.
APPLES, ORANGES AND AI
A review of AI, where AI is going and its impact in healthcare and life sciences.
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.
The Bullish Recession
We believe that the “impending” recession is counterbalanced with strong economic data and once we start to peel the layers, we see a slightly different picture.
Alléger les coûts de la bioproduction
Reducing the costs of biologic manufacturing. (In french)
This downturn is different.
Youssef Sebban interview by Carol Massar and Tim Stenovec on Bloomberg Businessweek.
