Why subscribe?
Welcome to Boutique Biotech, a high-content low-volume newsletter email digest reporting on unique biotech healthcare market insights not often covered in mainstream media outlets (e.g., FierceBiotech, Endpoint News, GenomeWeb, BioPharmCatalyst, STAT News, Cowen, BioPharma Dive, Timmerman Report, etc.) — hence, the word “boutique”. Posts will generally be short-to-long form actionable nuggets of info distilled from linked sources and information that’s either hard to find, easy to miss, and/or difficult to source. Primary emphasis/coverage is on conducting fundamental and technical analysis of public companies engaged in oncology/immunology, cardiovascular/renal/metabolic disease, neurodegenerative disorders, among several other verticals and clinical indications. Educational content for biotech investing is also provided.
Who am I?
I work primarily in academia (currently, I'm on the faculty at Indiana University, previously faculty at the University of Chicago and, before that, Stanford University where I served as an American Heart Association Postdoctoral Fellow and Research Associate in the VA Palo Alto Health Care System). I am also the co-founder and CEO of Dock Therapeutics. During my free time outside of work, I keenly follow and trade (for fun and profit) the biotech and healthcare markets. Sometimes, I give advice to a few pros, mostly in the biotech hedge fund arena based primarily in NYC and Connecticut. Between 2019 and 2022, I lived in Chicago, which is considered (by some) to be one of the capitals of the world in high finance, but now that I’m residing in Indianapolis, a city that’s home to Eli Lilly and a strong reputation in the biotech industry, I can provide some additional perspective.
What You’ll Get
Boutique Biotech distills down news, views, and insights into the emerging public and private markets surrounding companies engaged in R&D within oncology/immunology, cardiovascular/renal/metabolic disease, neurodegenerative disorders, among several other verticals. We aim to cover boutique insights not easily found in mainstream media venues, and we’re always looking for new companies to write about (and potentially invest in), so feel free to drop us a note with your suggestions. For example, see our past posts on Jounce Therapeutics and Biogen, or some recent wins with Astria Therapeutics and Milestone Pharmaceuticals. Boutique Biotech will also periodically cover educational content for biotech investing, from beginner to advanced. For example, see our coverage on data readouts and tricks companies use to make data appear positive (when it was actually not), or our article on how to spot imminent financing. Depending on subscriber interest, we may also soon feature podcasts with key thought leaders in the biotech/healthcare space.
Addressing an unmet need
Relative to the 11 market sectors associated with the S&P 500, the biotech/healthcare industry can often be an opaque, difficult-to-understand arena that attracts hundreds of thousands of investment professionals from family offices, endowments, pensions, foundations, sovereign wealth funds, and other places looking to generate returns that are immune to external market forces.
This email newsletter is designed to bring some semblance of clarity to a very challenging, dynamic and constantly evolving market sector, and contribute my own domain expertise in the life sciences to help you grok the biotech industry and (hopefully) learn something new. The newsletter is designed to appeal to a broad audience interested in developing boutique biotech market insights, ranging from VC/private equity firms and hedge funds to big name Wall St. players and hobbyists alike.
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Liability/disclaimer
I am not your financial advisor, and neither are any of my current (or future) posts. Use my writing as an educational tool, and nothing more. Opinions expressed are solely my own and do not express the views or opinions of my employer (past or present). Use of Boutique Biotech’s research is at your own risk. You should do your own research and due diligence before making any investment decision with respect to securities covered herein. Any writing posted in the Boutique Biotech newsletter is not financial advice.
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