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In this episode, Justin sits down with Jared Holz, Managing Director and Healthcare Equity Strategist at Mizuho, to unpack the brutal truths and bright spots in today’s biotech and healthcare markets. Jared shares candid takes on why biotech has underperformed for over a decade, the dominance of El…
Big Pharma’s about to lose $200 billion in drug revenue — and the race to replace it is reshaping biotech worldwide. On this episode, Robert Darwin, Senior Partner at global law firm Sidley Austin, joins us to explore: Why pharma’s writing massive M&A checks again How China is emerging as a …
We discuss her journey into Cendana, discussing fund manager due diligence, portfolio construction, LP investing strategies, and more.
How do you build a high-value life science tools company that investors want to back—and acquirers need to buy? Dr. Mike Stadnisky, former CEO of Phitonex (acquired by Thermo Fisher) and FlowJo (acquired by BD), shares battle-tested strategies for... ✅ Pitch decks that work – Why TAM/SAM/SOM slides…
Tim Draper, Billionaire Venture Capitalist and Entrepreneur
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