Episode 46: Strategy in the Life Sciences
Update: 2021-06-06
Description
Timestamps
· 0:32 – Our fast-growing portfolio companies
· 2:21 - Frazis life sciences strategy update
· 5:18 – RNAi Biology
· 7:15 – Alnylam: RNAi clinical development pipeline and recent execution
· 8:16 – Timing and valuation in life sciences
· 9:26 – What do we think of CRISPER?
· 11:03 – Companies targeting sickle cell disease
· 11:56 – Companies targeting beta-thalassemia
· 12:53 – Platform technologies: Moderna
· 15:12 – Platform technologies: Ultragenyx
· 16:30 – Special focus: Alzheimer’s
· 18:50 –Alzheimer’s APOE4
· 23:50 – Could Alzheimer’s be caused by infection?
· 24:55 – Cortexyme: Alzheimer’s and the gingivalis hypothesis
· 27:00 – Cassava and Alzheimer's
· 28:30 – How are we different to Ark?
· 29:10 – Summary
· 0:32 – Our fast-growing portfolio companies
· 2:21 - Frazis life sciences strategy update
· 5:18 – RNAi Biology
· 7:15 – Alnylam: RNAi clinical development pipeline and recent execution
· 8:16 – Timing and valuation in life sciences
· 9:26 – What do we think of CRISPER?
· 11:03 – Companies targeting sickle cell disease
· 11:56 – Companies targeting beta-thalassemia
· 12:53 – Platform technologies: Moderna
· 15:12 – Platform technologies: Ultragenyx
· 16:30 – Special focus: Alzheimer’s
· 18:50 –Alzheimer’s APOE4
· 23:50 – Could Alzheimer’s be caused by infection?
· 24:55 – Cortexyme: Alzheimer’s and the gingivalis hypothesis
· 27:00 – Cassava and Alzheimer's
· 28:30 – How are we different to Ark?
· 29:10 – Summary
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