linkedin post 2013-02-09 06:39:29

Uncategorized
READ THIS GOOD REVIEW OF BIOTECH IPOs SINCE 2000. Liquidity drives VC investments. There are two main liquidity paths: IPOs, and M&A. Without liquidity events, investors cannot get their ROI. Unfortunately the IPO exit has been miserable for biotech, and the slack has not been taken up substantially by acquisitions. " "While these trends tend to be cyclic, the current downturn has a very chilling effect on investments. http://lnkd.in/tvw_Kb View in LinkedIn
Read More

linkedin post 2013-02-08 05:53:02

Uncategorized
LANGUAGE AFFECTS THINKING in numerous ways. Redefining words, as this author persuasively suggests, can profoundly change attitudes. She suggests redefining the word RISK. An excellent start. Another to consider in Europe and Japan is AMBITION, which carries negative baggage in both geographies. A worthy experiment! http://lnkd.in/9gmJZh View in LinkedIn
Read More

linkedin post 2013-02-08 05:45:06

Uncategorized
ANALYSTS HAVE TRADITIONALLY DISLIKED BRAND-GENERIC COMBINATION COMPANIES, but there are many reasons to challenge this prevailing false assumption. Bolting on a revenue stream that is not as difficult to achieve as a new brand drug gives a company operating and R&D revenues. Impax Labs has successfully funded its R&D efforts from sales of generics, and without that capital source would have needed to finance R&D externally. Rethink sustainable business models. http://lnkd.in/D-5Ye6 View in LinkedIn
Read More

linkedin post 2013-02-11 08:18:54

Uncategorized
WORK SMART FIRST, HARD SECOND. BUT REMEMBER BALANCE. If you get burned out, over-tiered, or even ill, from a fear-driven schedule, step back and stop. In that state you are not useful to anyone. How long is a piece of string? Choose how long you want it to be. This is the hardest lesson of a crazy startup. Learn it or fail. http://lnkd.in/47_WHW View in LinkedIn
Read More

linkedin post 2013-02-08 05:27:04

Uncategorized
THE "ANGEL BUBBLE": MIND THE GAP! The disproportionate level of early stage seed funding versus a flatliner in Series A has lead to a situation that the London Underground has long warned passengers about: Mind The Gap! If remedies are not forthcoming (crowd-funding for Tech companies, tax initiatives, public funds for startups to name a few),these young companies will hit the proverbial air bubble. With all the flurry out there of open innovation, Pharma consortiums, public access drug libraries, and crowd-funding, there are possible confluent paths that can help this issue. http://lnkd.in/UWHaD2 View in LinkedIn
Read More

linkedin post 2013-02-11 07:54:28

Uncategorized
HEURISTIC LEARNING is the difference between going to a chaotic second hand bookstore and browsing, versus doing a keyword search on Amazon. Heuristic learning permits surprises, intuitive guidance, common sense, and experience to be the discovery driver. Since we don't know what we don't know, surprises from the norm of orderly findings can have great value. Try walk arounds without an agenda to stumble on a new finding. View in LinkedIn
Read More

linkedin post 2013-02-11 07:20:53

Uncategorized
KING CANUTE (AD 985-) famously demanded that his subjects take him to the East Anglian shores in England where he would command the rising tide to halt their advance. Needless to say, he was not altogether successful. Somehow, attempts to stop bio-generics have the same flavor. http://lnkd.in/e6Bheh View in LinkedIn
Read More