Value creation in life sciences – 7
The idea of this video is 2 fold : 1. Understand in what ways you cannot value a biotech asset ( subtractive knowledge) – It makes one’s life easy 2. Understand whats the best way you could assess the potential…
Value creation in life sciences – 5
In this video we discuss how a biotech company can be capital efficient. To explain that we give an analogy of history – how Francisco Pizzaro with just a small army defeated Atahualpa of Cajamarca that had an army 5x…
Value creation in life sciences – 4
In this video we talk about what is meant by cost of capital or discount rate or hurdle rate, explain what Return on invested capital is and finally the Power law. A Biotech CEO is supposed to know not only…
Value creation in life sciences – 3
In this video, we discuss if an early stage valuation is about XL modelling? or more than that. A good valuation is a mix of a sound narrative and numbers.
Value creation in life sciences – 2
In this video we discuss what happens when price exceeds value. Can the market sustain it? What would be the consequence if all companies raising money talk about the big market potential leading to market delusion. So if you are…
Value creation in life sciences – 1
In this video, we talk about the differences between value and price. Why an investor would invest at your pre money valuation
