APPLES, ORANGES AND AI
November 2024A review of AI, where AI is going and its impact in healthcare and life sciences.
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Size Does Matter!
April 2024Commercialization is key to success but the process starts with a deep understanding of the market opportunity.
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The One-Handed Economist
August 2023Our views on the economy and where the markets are headed next; which sectors (and sub-sectors) to invest in and which markets to avoid.
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Sharpening R&D Focus
May 2023Where 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.
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End of an Era
March 2023The era of investing in unproven bets is gone, for the foreseeable future, and only the truly innovative and commercially minded will survive.
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The Bullish Recession
September 2022We 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.
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Alléger les coûts de la bioproduction
July 2022Reducing the costs of biologic manufacturing. (In french)
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Irish America Business 100
June 2022Mark Goldstone is named in 2022s Irish America Business 100.
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Investing in a promising early-stage healthcare company.
June 2022Commercialization is key.
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This downturn is different.
June 2022"We should see a reasonably rapid recovery."
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Healthcare remains robust.
June 2022Bloomberg Businessweek. Carol Massar and Tim Stenovec interview Youssef Sebban. May 31, 2022
[ Listen to the interview ]
The Future of Wearable Healthtech.
April 2022Reviews the innovation drivers and the dramatic growth potential of this very significant market.
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Investing In Early-Stage Healthcare Companies
April 2022Looks at what's been driving the record investment into healthcare, what to look for and why commercialization is key.
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