CEO leaning into the promise of AI for biotech? Not so fast, it can hurt firm value
Healthcare CEOs that “over-hype” coming innovations suddenly or inconsistently are punished by shareholders - unless they can follow it up with results well beyond industry averages.
To maximize Series A runway, biotech investors must look for this key trait
To get to Series B, biotechs must kill dead-end projects fast: prior success + failure predict which shave years of waste
Simple criteria for a biopharma to never lose licensing deals post-acquisition
Biotech R&D partnerships (and potential fees) get lost post-acquisition - learn how to screen for firms that will keep them
China’s trillion-dollar hydrogen market - how to predict industrial first movers
Chinese industrials with a 20%+ institutional shareholder makeup are more likely to explore hydrogen transition
The trick for using “green bonds” to access institutional equity
Issuing green bonds for sustainability projects can increase stock price and ownership amongst key institutional investors
To maintain SaaS growth, sometimes less R&D is actually more
Moderating R&D partnerships adds another 10-20% to share of revenue from new products, crucial for SaaS firms
A little customer focus goes a long way for a biotech being acquired
Early-stage biotechs that put extra effort into customer focus are rewarded with a higher likelihood of being acquired by big pharma