I move for joy: Let's reinvent biotech boards
What kind of board does a development-stage biotech actually need? How should we allocate the board’s time? This article is an exploration of how an biotech should utilize its board as a resource, conserve directors’ time for what matters most, and get the best out of its board, especially its investor-directors, in the process.
Showing the math: How IRA destroys NPV
Understanding how investors use NPV to value drugs at various stages of drug development explains what CBO's and other analyses miss.
Utilizing investors on and off your Board
Hear from our cast of biotech executives and board members on Gateway as they discuss how they utilize the investors on their boards.
Semper Maior: Reflecting on a quiet 1H24
Our usual top-down biotech sector metrics showed that 1H24 was… pretty boring (though for us bottom-up folks, individual companies offer plenty of excitement). After the last few years, boring ain’t bad. With expectations of Fed easing interest rates due to waning inflation, the excitement level for the second half of the year has already picked up, but that’s not reflected in the metrics here.
Saving money for Medicare by abandoning new drugs for Medicare patients
As the founder of two biotech companies in Arizona that are currently fundraising to support drug development, it’s clear to me that the Inflation Reduction Act will steer me away from developing cancer drugs for older Americans. This is a problem that can be fixed.