What a privilege to be asked to contribute to the Reproductive BioMedicine Online special issue RBMO @25. My article, "How will IVF be delivered in 25 years’ time?" is up -- no paywall or registration needed. Comments and abuse welcomed.
kwnsfk27.r.eu-west-1.awstrack.me/L0/https:%2F...
Good weekend all
Still waters
a bunch of my students were writing for TTR.
Year in and year out, one of the least promotional but most substantive leaders in #biotech.
the industry, his path, his approach to storytelling and how to listen to others to my Columbia University Entrepreneurship in Biotechnology class; fast forward a few months and...
A huge shout-out to the incomparable Luke Timmerman on the 10th anniversary of the launch of the Timmerman Report. I have been a loyal subscriber ever since. A few years back, Luke gave an exceptional, freewheeling talk about...
Skating away on the thin ice of a new day.
25!!! HBD to absolutely the world’s best daughter.
What was the breakdown between pre and post menopausal women? May be helpful.
Quite the New York sunset.
More of a Tangled Up than a Rhapsody In. (At the Guggenheim)
Happy holidays. Wishing you a safe journey searching for the lost empire of cool.
Nature imitates Rothko: winter solstice on the Upper West Side
The faces behind the Sable - Sirus criteria for value assessment in IVF innovation. (and HBD Abigail Sirus!)
My Unofficial Investor’s Letter, December 2024
The fund had a pretty good year. I’ll get to business in a bit.
But first a story.
medium.com/@dbsable/les...
“When you perform a vaginal delivery , there is a very brief moment, right after the baby’s head emerges,
where you and the baby are the only people in the world.”
dbsable.substack.com/p/i-was-an-o...
#ivf #REI #embryology #obgyn
dbsable.substack.com/p/on-the-tik...
#ivf
dbsable.substack.com/p/four-visio...
#ivf
go.bsky.app/EC8dCFW
Anything that the parties agree to is acceptable. The investors will internally model a conversion into equity at varying later valuations and calculate their margin of safety from that. In the meantime they hold debt and can recover any liquifiale assets in the worst case scenario.
A founder asks: How do I sell a piece of my company when I don’t know what its worth?
entrepreneurshipinbiotechnology.substack.com/p/if-you-und...
“When pitching, be acutely aware of the clarity of your language.
Your toolkit is filled with words. Use that toolkit thoughtfully. You are creating something novel.
It is intuitive to you.
It will not be intuitive to others.”
entrepreneurshipinbiotechnology.substack.com/p/the-existe...
That’s a start — more to come!
Carl Zimmer’s book on heredity is a great genetics primer.
www.penguinrandomhouse.com/books/536455...
The Atlantic has outstanding science writing. I assigned several of Ed Yong’s pieces when he was there.
www.theatlantic.com/author/ed-yo...
Bruce Booth, a partner at Atlas Venture, writes an excellent blog about drug development and science: lifescivc.com
Bruce usually includes a good data set with each article. @LifeSciVC
Another really good resource for the biotech industry and the science behind it is The Timmerman Report (subscription, worth it)
timmermanreport.com
If you end up doing a lot of biotech, there is a good book on biotech forecasting and modeling: @Frank_S_David
amazon.com/Pharmagellan-G…
(Self promotion disclosure: I wrote the foreword.)
