Research - Eli Lilly and Novo Nordisk have established a stronghold in the $50B+ obesity opportunity. Validated approaches include GLP-1 & GIP/GLP-1. Although there are other targets … Continue Reading
Read nowEducation - In the last Biotech Basics notes, we covered how to interpret data readouts, and what determines a successful study (details here). Due to the importance … Continue Reading
Read nowInsights - Eli Lilly (LLY) lifted the bio market yesterday after their amyloid targeting therapy, donanemab, showed that it slowed cognitive and functional decline in a Phase … Continue Reading
PremiumInsights - 2023 has already brought several high-profile M&A deals, as pharma giants are sitting on an estimated $272B of cash and looking to spend it. As … Continue Reading
PremiumEducation - In the last Biotech Basics notes, we covered how to spot incoming financings (read here) and how dilutive instruments can manipulate valuations (read here). This … Continue Reading
Read nowResearch - Last week we wrote how the growth in venture capital funds for Q1 2023 was an early sign that private money in biotech was being … Continue Reading
PremiumEducation - Biotechnology companies often need to raise capital to fund research and development of their pipeline. In a prior note (read here), we outlined what metrics … Continue Reading
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