Venture Capital

More Microbiome Secrets

A new revolution is about to start - get in on the ground floor! Well, it’s been a few months since the last posting on the huge unmet clinical need for microbiome analytics. And the market map still looks roughly the same. The genomic revolution has been happening for 15+ years. Nowadays, genomics is prevalent in almost all major areas of biological science. However, we are still in the early days of the microbiome revolution.

A Secret About Drug Development

People watching pharma companies and the drug development process (this includes investors/VCs, academia and the general public) from the outside will seldom think about this unmet need. The Problem If you’re a scientist, you don’t participate in the upside but you participate a lot in the downside in the case a drug fails to make it past trials and onto the market.. This isn’t exactly a secret (see interview: Vivek Ramaswamy, Roivant Sciences CEO), but is something casual biology enthusiasts or scientists in academia may not appreciate.

A Secret About Drug Development

People watching pharma companies and the drug development process (this includes investors/VCs, academia and the general public) from the outside will seldom think about this unmet need. The Problem If you’re a scientist, you don’t participate in the upside but you participate a lot in the downside in the case a drug fails to make it past trials and onto the market.. This isn’t exactly a secret (see interview: Vivek Ramaswamy, Roivant Sciences CEO), but is something casual biology enthusiasts or scientists in academia may not appreciate.

A secret on microbiome startups

In the first year of medical school (2012), a professor told us about fecal transplants. The entire class laughed, simultaneously dismissing the idea and making inappropriate jokes. Fast forward a few years, fecal transplants are being performed more, and patients’ microbiomes are being sequenced. Research has linked the human gut microbiome to diseases such as systemic lupus erythematosis (clinical trial). The interest in the microbiome is exploding. Meanwhile, genomics interest has decreased rapidly since the GWAS bubble, and stayed relatively constant.

AI Investment Thesis 2017

Overall investment thesis to bet on: research (R&D) - heavy businesses teams with strong domain expertise going after unique use cases where AI plays a critical role in solving them But really, theres potential for all flavors of startups: Algorithm developers: new algorithms are typically very short-lived. If you serach ArXiv, hundreds of papers describing new techniques are published daily. That being said, there are various examples of successess, including DeepMind and Whetlab.

ETH Price Forecasting

With the rise of interest in ehtereum [Ether (ETH)] and blockchain in general, numerous people are making price forecasts. Across many investors, the common “drivers” of price include: adoption: this can be thought about in terms of transactions per day, number of dApps, number of unique wallets, etc circulation: depends on the volume in circulation at the future time point regulation: a potential positive driver and/or negative driver - to be determined Examples of how other people think about price forecasting: $6K USD/ETH (2022): https://www.

Due diligence without any $1000/hour expert calls

original medium article Say we are helping a private equity client that’s considering buying out a plastic bag company (e.g., something like Poly America) operating in the US market. They want a good estimate for what the demand for plastic bags will be in 5 years. We have 2 weeks to do it. The most naive solution is to look in a market research report for actual estimates. However, something this specific usually can’t be found.