Tubulis GmbH’s Post

In the beginning of January, our international Life Sciences team, including Ross McNaughton, Adrian Toutoungi, Colin McCall, Dr. Stefanie Greifeneder, Niclas von Woedtke and Sarah Cole, attended the J.P. Morgan Healthcare Conference to connect with global industry leaders, emerging fast-growth companies, innovative technology creators and members of the investment community. Cautious optimism was the prevailing attitude amongst biotech CEOs and investors. Read more on the key themes of discussion at this year's conference, which we expect to be major topics throughout 2024: https://bit.ly/3unOLcU   #LifeSciences #TechInvestors #PrivateWealth 

California Life Sciences released the following statement expressing concerns with the impact the FTC’s final rule on premerger notification rules implementing the Hart-Scott-Rodino (HSR) Act, can have on the collaborative life sciences ecosystem in California. “The resulting burden and uncertainty of the agencies’ approach will disincentivize M&A and hamper investment in the research and development that leads to new treatments and cures. This will be especially devastating to our early-stage innovators and startups for whom M&A represents a path to necessary resources, investments and infrastructure needed to advance breakthroughs from the lab to patients.“ Read the full statement here: https://bit.ly/3U7NIrf

Watch to gain insights from the incomparable Lindsey Jardine , regulatory expert extraordinaire

Pharma’s M&A boom. MedTech’s pivotal year. The impact of GLP-1 popularity. Check out Deloitte’s 5 bold #LSHC M&A predictions for 2024.

Thrilled to announce that my team, comprising of Nandini Aggarwal, Arellys Tapia, Jando Granillo, and myself, have been selected by the University Securities Investment Team to participate in their prestigious Texas Stock Pitch competition. We are among 30 teams from across the nation to have this honor! Our first challenge is the preliminary round on February 17th, where we will present our investment thesis and fielding rigorous Q&A from an esteemed panel of judges from industry-leading firms such as Point72, Yacktman Asset Management LP, BlackRock, Citadel, The D. E. Shaw Group, and Susquehanna International Group, LLP (SIG). Our focus is on Vaxcyte, a potential game-changer in the PCV vaccine market. With its next-generation technology and two promising PCV candidates - VAX-24 and VAX-31, Vaxcyte is poised to disrupt a stagnant market. This opportunity to present our thesis is a testament to our belief in Vaxcyte's transformative potential. Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions. #TexasStockPitch | #Investment | #Competition | #Vaxcyte | #biotech

Biotech Equity Research: Tracking The Promise (And Risk) Of Early Stage Companies Navigating The Public Markets October 3, 2024, 3:00 – 4:00 p.m. EST Speaker: Benjamin J. Burnett, PhD, Managing Director, Equity Research, Stifel Investment Services Ben Burnett, Biotech Equity Research Analyst at Stifel will discuss the intersection of early stage life science companies and finance. We plan to cover recent capital market trends and forecasts, timing the market, and what it takes to become (and be) a public company. Balancing innovation with capital needs requires a good understanding of how and when to access capital, and whether or not this is more easily done as a private or public company. We plan to delve into these concepts in detail and walk through informative case studies of both success and failure.  Zoom Registration: https://lnkd.in/e-hHmpN7

Thrilled to announce that my team, comprising of Nandini Aggarwal, Arellys Tapia, Jando Granillo, and myself, have been selected by the McGill Investment Club to participate in their prestigious 2024 Global Stock Pitch Competition. Selected from 115 teams consisting of 365 students from over 100 leading universities worldwide, we are one of the top 25 teams from across the world to be selected to compete in the semi-finals! Our first challenge is the preliminary round on March 30th, where we will present our investment thesis and fielding rigorous Q&A from an esteemed panel of judges from industry-leading firms such as Point72, Warburg Pincus LLC, Jarislowsky, Fraser Limited, Sprott, Barclays, Blackstone, Evercore, Jefferies, Moelis & Company, J.P. Morgan, RBC Capital Markets, Rothschild & Co, and SoftBank Group Corp. Our focus is on Vaxcyte, a potential game-changer in the PCV vaccine market. With its next-generation technology and two promising PCV candidates - VAX-24 and VAX-31, Vaxcyte is poised to disrupt a stagnant market. This opportunity to present our thesis is a testament to our belief in Vaxcyte's transformative potential. We look forward to continuing to showcase the immense talent at the University of Houston and add to the growing list of awards and accomplishments that BCG Undergraduate Investment Fund has received this academic year. Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions. #StockPitch | #Investment | #Competition | #Vaxcyte | #biotech

As market environment begins to stabilise, investors' activity in turn picks up pace and new players flow into the life sciences sector. Golden Triangle markets continue to top their shopping list. #lifesciences #realestate #investors #outlook #market #deals #development #agents #partnerships #acquisitions #platform

The healthcare industry is at a critical tipping point. At GE HealthCare, we are focused on delivering on a future of healthcare that will be personalized and preventive, with better patient outcomes at lower costs. Watch the latest episode of Nasdaq and Invesco QQQ’s Innovation Answered series to hear our CFO Jay Saccaro 😊 discuss the role @GEHC is playing in healthcare innovation. #GEHealthCare #FutureofHealthcare #AI #PrecisionCare

Last week, 20,000 life science executives and dealmakers gathered in San Francisco for the premier week in life sciences partnering. In just a few days, I met with a range of ambitious organizations looking to accelerate scientific innovation through collaboration – many of which were working on truly inspiring programs.   I also joined industry peers on discussion panels at Biotech Showcase and Fierce JPM Week to explore current trends in dealmaking. My top takeaways were:   1.      A shared vision matters. The partnerships held up as success stories will be those that started with a long-term vision, whether an investment, research collaboration, merger or acquisition.   2.      Transparency and resilience are critical. Navigating complex new modalities comes with many challenges – the ability to appraise data pragmatically, resilience and the right mindset are essential to delivering these novel therapies to patients.   3.      We must take an open, flexible approach to dealmaking. Early dialogue with a partner ensures we can most effectively combine complimentary capabilities and expertise, while a flexible approach allows space for the collaboration to evolve as new opportunities arise.   #Changingtomorrow #ScienceFirstForPatients