AI
Last week's 44th annual J.P. Morgan Healthcare Conference closed with a whimper rather than a bang. The industry's premier gathering—where mega-deals typically set the tone for the year—delivered what prominent biotech investor Brad Loncar called "the slowest JPM for news in a
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Takeover Rumors Swirl Around Revolution Medicines and Abivax as Industry Giants Hunt for Blockbusters The 44th Annual J.P. Morgan Healthcare Conference officially begins today, January 12, 2026, setting the stage for what analysts are already calling a "banner year" for biopharma M&A. The dealmaking atmosphere
Biotech Investing
Two emerging biotechs just became the most attractive acquisition targets in obesity after releasing game-changing Phase 1 and Phase 2 data on December 8th.
Biotech Investing
Biotech investing looks chaotic from the outside, but retail investors can compete with PhDs by using a disciplined framework, understanding risk, and defining clear exits so they play a game of skill, not luck.
Guide
Standard valuation metrics fail in biotech. Success requires different frameworks. I'll share my approaches—wins, losses, and lessons learned.