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Post JPMorgan 2015

February 9, 2015 Leave a comment

I found the atmosphere at the JP Morgan and surrounding conferences very upbeat this year. Most notably the idea of a single asset financing is coming to the fore, and the middle East is getting the attention it deserves with the large patient population served in the MENA region.
There seems to be a willingness on the part of non profit organizations and foundations to come to the table and see what can be used compassionately in the growing global market. This was heartening to me, as diabetes grows globally and other unmet needs are being served by companies such as PATH.
Roche wins the prize for the most M&A’s truly laying a foundation for growth in genomics and diagnostics.
The surprise was the appearance of FinTECH, (Financial Technology) which has the potential to reshape private equity investing, as Venture investing goes increasingly to later stage. As long as there is good science being done, there will be financiers willing to help it along.

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