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Light M&A But Favorable Regulatory Activity Highlights Innovation and Advancements in Biotech

Light M&A But Favorable Regulatory Activity Highlights Innovation and Advancements in Biotech

Light M&A But Favorable Regulatory Activity Highlights Innovation and Advancements in Biotech

Biotech & Healthcare

Jonathan Poyer

Mar 21, 20243 min read

Investing in AI Digital Simulation vs. AI Driven Digital Twin Technology

Investing in AI Digital Simulation vs. AI Driven Digital Twin Technology

Investing in AI Digital Simulation vs. AI Driven Digital Twin Technology

Robotics & Automation

Jonathan Poyer

Mar 19, 20243 min read

AstraZeneca and Novartis Involved in Two M&A Deals - Momentum Factor Takes a Pause From Driving Equity Performance

AstraZeneca and Novartis Involved in Two M&A Deals - Momentum Factor Takes a Pause From Driving Equity Performance

AstraZeneca and Novartis Involved in Two M&A Deals - Momentum Factor Takes a Pause From Driving Equity Performance

Biotech & Healthcare

Jonathan Poyer

Mar 18, 20241 min read

Merck Completes Harpoon Therapeutics Acquisition and SOTU Talks Drug Price Caps

Merck Completes Harpoon Therapeutics Acquisition and SOTU Talks Drug Price Caps

Merck Completes Harpoon Therapeutics Acquisition and SOTU Talks Drug Price Caps

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Mar 18, 20242 min read

March 2024 Riffin' on Real Estate

March 2024 Riffin' on Real Estate

March 2024 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Mar 14, 20241 min read

February 2024 Sets New Record for Biotech Equity: ~$8B of Paper; YTD Total ~$14 billion

February 2024 Sets New Record for Biotech Equity: ~$8B of Paper; YTD Total ~$14 billion

February 2024 Sets New Record for Biotech Equity: ~$8B of Paper; YTD Total ~$14 billion

Biotech & Healthcare

Jonathan Poyer

Mar 5, 20244 min read

Biotech Surging Without M&A News - Short Squeeze and Momentum Traders Moving the Market. XBI Short 50M Shares

Biotech Surging Without M&A News - Short Squeeze and Momentum Traders Moving the Market. XBI Short 50M Shares

Biotech Surging Without M&A News - Short Squeeze and Momentum Traders Moving the Market. XBI Short 50M Shares

Biotech & Healthcare

Jonathan Poyer

Feb 29, 20243 min read

Biotech Correlation To the 10-Year: Broken in 2024...Will it Stay That Way?

Biotech Correlation To the 10-Year: Broken in 2024...Will it Stay That Way?

Biotech Correlation To the 10-Year: Broken in 2024...Will it Stay That Way?

Biotech & Healthcare

Jonathan Poyer

Feb 23, 20241 min read

5 Follow-On Transactions Highlight More Bullish Activity in the Biotech/Pharma Market

5 Follow-On Transactions Highlight More Bullish Activity in the Biotech/Pharma Market

5 Follow-On Transactions Highlight More Bullish Activity in the Biotech/Pharma Market

Biotech & Healthcare

Jonathan Poyer

Feb 21, 20241 min read

A Deep Dive Into Residential Real Estate - Bullet Points, Charts, and Graphs, Oh My!

A Deep Dive Into Residential Real Estate - Bullet Points, Charts, and Graphs, Oh My!

A Deep Dive Into Residential Real Estate - Bullet Points, Charts, and Graphs, Oh My!

Jonathan Poyer

Feb 15, 20244 min read

February 2024 Riffin' on Real Estate

February 2024 Riffin' on Real Estate

February 2024 Riffin' on Real Estate

Jonathan Poyer

Feb 15, 20241 min read

Nearly $7B in M&A Transactions for February. The Search for Diversification Continues

Nearly $7B in M&A Transactions for February. The Search for Diversification Continues

Nearly $7B in M&A Transactions for February. The Search for Diversification Continues

Biotech & Healthcare

Jonathan Poyer

Feb 14, 20241 min read

Gilead Acquires Cymabay Therapeutics for $4.3B. Pharma Keeps Looking for Differentiated Assets

Gilead Acquires Cymabay Therapeutics for $4.3B. Pharma Keeps Looking for Differentiated Assets

Gilead Acquires Cymabay Therapeutics for $4.3B. Pharma Keeps Looking for Differentiated Assets

Biotech & Healthcare

Jonathan Poyer

Feb 14, 20243 min read

Novartis Acquires Morphosys in 2.8B Euro Deal.

Novartis Acquires Morphosys in 2.8B Euro Deal.

Novartis Acquires Morphosys in 2.8B Euro Deal.

Biotech & Healthcare

Jonathan Poyer

Feb 8, 20241 min read

$4B in Biotech Fundraising in January; $12B Run Rate for Q1. Biotech Moving with M&A

$4B in Biotech Fundraising in January; $12B Run Rate for Q1. Biotech Moving with M&A

$4B in Biotech Fundraising in January; $12B Run Rate for Q1. Biotech Moving with M&A

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Feb 8, 20244 min read

A Broad Discussion About the State of Robotics & Automation for Investors

A Broad Discussion About the State of Robotics & Automation for Investors

A Broad Discussion About the State of Robotics & Automation for Investors

Jonathan Poyer

Feb 6, 20241 min read

The 2024 Biotech Set-up - Consolidating Gains and Developmental Stage Acquisitions

The 2024 Biotech Set-up - Consolidating Gains and Developmental Stage Acquisitions

The 2024 Biotech Set-up - Consolidating Gains and Developmental Stage Acquisitions

Jonathan Poyer

Feb 2, 20241 min read

Biotech Headlines Abound as the Sector Continues its Up and Down Ride

Biotech Headlines Abound as the Sector Continues its Up and Down Ride

Biotech Headlines Abound as the Sector Continues its Up and Down Ride

Biotech & Healthcare

Jonathan Poyer

Feb 2, 20242 min read

The First IPOs of 2024 Come Through Raising over $600M. And Both Traded Up After the News!!!!

The First IPOs of 2024 Come Through Raising over $600M. And Both Traded Up After the News!!!!

The First IPOs of 2024 Come Through Raising over $600M. And Both Traded Up After the News!!!!

Biotech & Healthcare

Jonathan Poyer

Jan 30, 20241 min read

Robotics & Automation Winners and Losers in Q4 2023

Robotics & Automation Winners and Losers in Q4 2023

Robotics & Automation Winners and Losers in Q4 2023

Robotics & Automation

Jonathan Poyer

Jan 29, 20241 min read

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