SubscribeSign inShare this postLife Sciences Financings and Commentary #52axialfc.substack.comCopy linkTwitterFacebookEmailMar 26, 2021Share this postLife Sciences Financings and Commentary #52axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $1.98BNumber of exits: 5 & Total exit value: Over $4BNumber of deals:Total deal value: Over $1MLike this postShare this postLife Sciences Financings and Commentary #52axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No...…SubscribeSign inShare this postLife Sciences Financings and Commentary #52axialfc.substack.comCopy linkTwitterFacebookEmailMar 26, 2021Share this postLife Sciences Financings and Commentary #52axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $1.98BNumber of exits: 5 & Total exit value: Over $4BNumber of deals:Total deal value: Over $1MLike this postShare this postLife Sciences Financings and Commentary #52axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No...WW…

SubscribeSign inShare this postAxial S-1 Club - Oscar Healthaxialobservations.substack.comCopy linkTwitterFacebookEmailMar 9, 2021Share this postAxial S-1 Club - Oscar Healthaxialobservations.substack.comCopy linkTwitterFacebookEmailOscar now has over 500K members across 18 states. Over 5 million healthcare visits have been supported by the company from pediatric care to treatments for chronic diseases. As Oscar expands to more states and insurance plans, the company is pioneering full-stack products for patients.Oscar builds software to make health insurance customer-friendly with the...…SubscribeSign inShare this postAxial S-1 Club - Oscar Healthaxialobservations.substack.comCopy linkTwitterFacebookEmailMar 9, 2021Share this postAxial S-1 Club - Oscar Healthaxialobservations.substack.comCopy linkTwitterFacebookEmailOscar now has over 500K members across 18 states. Over 5 million healthcare visits have been supported by the company from pediatric care to treatments for chronic diseases. As Oscar expands to more states and insurance plans, the company is pioneering full-stack products for patients.Oscar builds software to make health insurance customer-friendly with the...WW…

SubscribeSign inShare this postLife Sciences Financings and Commentary #49axialfc.substack.comCopy linkTwitterFacebookEmailMar 5, 2021Share this postLife Sciences Financings and Commentary #49axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $1.54BNumber of exits:Total exit value: Over $14BNumber of deals:Total deal value: Over $800MLike this postShare this postLife Sciences Financings and Commentary #49axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No posts©...…SubscribeSign inShare this postLife Sciences Financings and Commentary #49axialfc.substack.comCopy linkTwitterFacebookEmailMar 5, 2021Share this postLife Sciences Financings and Commentary #49axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $1.54BNumber of exits:Total exit value: Over $14BNumber of deals:Total deal value: Over $800MLike this postShare this postLife Sciences Financings and Commentary #49axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No posts©...WW…

SubscribeSign inShare this postEight Lessons from Neil Kumar (BridgeBio)axialobservations.substack.comCopy linkTwitterFacebookEmailFeb 27, 2021Share this postEight Lessons from Neil Kumar (BridgeBio)axialobservations.substack.comCopy linkTwitterFacebookEmail“I think when you start pitching in biotech, it’s within a concentric circle of people who generally fund biotech. The obvious problem is most of those people are looking like a certain type of person, like a 30-year veteran from Novartis backed by Flagship, or backed by Arch, and we didn’t fit any of those criteria. In retrospect, to be...…SubscribeSign inShare this postEight Lessons from Neil Kumar (BridgeBio)axialobservations.substack.comCopy linkTwitterFacebookEmailFeb 27, 2021Share this postEight Lessons from Neil Kumar (BridgeBio)axialobservations.substack.comCopy linkTwitterFacebookEmail“I think when you start pitching in biotech, it’s within a concentric circle of people who generally fund biotech. The obvious problem is most of those people are looking like a certain type of person, like a 30-year veteran from Novartis backed by Flagship, or backed by Arch, and we didn’t fit any of those criteria. In retrospect, to be...WW…

SubscribeSign inShare this postDeck Review with Gemini Therapeuticsaxialdeck.substack.comCopy linkTwitterFacebookEmailFeb 28, 2021Share this postDeck Review with Gemini Therapeuticsaxialdeck.substack.comCopy linkTwitterFacebookEmailThe next slide goes into Gemini’s highlights: a completed phase 1 study of their lead asset, a recombinant Complement Factor H (CFH), and ongoing phase 2 studies in advanced Dry AMD with CFH variants.The company lays out their pipeline of biologics and AAVs in AMD along with an mAb in renal disease.An overview on Dry AMD is given where the majority of patients...…SubscribeSign inShare this postDeck Review with Gemini Therapeuticsaxialdeck.substack.comCopy linkTwitterFacebookEmailFeb 28, 2021Share this postDeck Review with Gemini Therapeuticsaxialdeck.substack.comCopy linkTwitterFacebookEmailThe next slide goes into Gemini’s highlights: a completed phase 1 study of their lead asset, a recombinant Complement Factor H (CFH), and ongoing phase 2 studies in advanced Dry AMD with CFH variants.The company lays out their pipeline of biologics and AAVs in AMD along with an mAb in renal disease.An overview on Dry AMD is given where the majority of patients...WW…

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations on inventions and discoveries in life...…SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations on inventions and discoveries in life...WW…

SubscribeSign inShare this postAxial - Observations #50axialobservations.substack.comCopy linkTwitterFacebookEmailFeb 27, 2021Share this postAxial - Observations #50axialobservations.substack.comCopy linkTwitterFacebookEmailA set of ideas and observations from a week’s worth of work analyzing businesses and technologies.Talent and models: AI-driven life sciences companiesAn important element of building an AI-focused life sciences company is recruiting and training engineering talent. Recruiting AI talent is a lot harder than you would expect. Then retaining them is even harder. In general...…SubscribeSign inShare this postAxial - Observations #50axialobservations.substack.comCopy linkTwitterFacebookEmailFeb 27, 2021Share this postAxial - Observations #50axialobservations.substack.comCopy linkTwitterFacebookEmailA set of ideas and observations from a week’s worth of work analyzing businesses and technologies.Talent and models: AI-driven life sciences companiesAn important element of building an AI-focused life sciences company is recruiting and training engineering talent. Recruiting AI talent is a lot harder than you would expect. Then retaining them is even harder. In general...WW…

SubscribeSign inShare this postLife Sciences Financings and Commentary #48axialfc.substack.comCopy linkTwitterFacebookEmailFeb 26, 2021Share this postLife Sciences Financings and Commentary #48axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $1.15BNumber of exits:Total exit value: Over $6.4BNumber of deals:Total deal value: Over $100MLike this postShare this postLife Sciences Financings and Commentary #48axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No posts©...…SubscribeSign inShare this postLife Sciences Financings and Commentary #48axialfc.substack.comCopy linkTwitterFacebookEmailFeb 26, 2021Share this postLife Sciences Financings and Commentary #48axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $1.15BNumber of exits:Total exit value: Over $6.4BNumber of deals:Total deal value: Over $100MLike this postShare this postLife Sciences Financings and Commentary #48axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No posts©...WW…

SubscribeSign inShare this postLife Sciences Financings and Commentary #47axialfc.substack.comCopy linkTwitterFacebookEmailFeb 19, 2021Share this postLife Sciences Financings and Commentary #47axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $625.1MNumber of exits:Total exit value: Over $2.6BNumber of deals:Total deal value: Over $1.9BLike this postShare this postLife Sciences Financings and Commentary #47axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No posts©...…SubscribeSign inShare this postLife Sciences Financings and Commentary #47axialfc.substack.comCopy linkTwitterFacebookEmailFeb 19, 2021Share this postLife Sciences Financings and Commentary #47axialfc.substack.comCopy linkTwitterFacebookEmailNumber of deals:Total capital invested: $625.1MNumber of exits:Total exit value: Over $2.6BNumber of deals:Total deal value: Over $1.9BLike this postShare this postLife Sciences Financings and Commentary #47axialfc.substack.comCopy linkTwitterFacebookEmailCommentsFor your security, we need to re-authenticate you.Click the link we sent to , or .No posts©...WW…

SubscribeSign inShare this postDeck Review with Sio Gene Therapiesaxialdeck.substack.comCopy linkTwitterFacebookEmailApr 5, 2021Share this postDeck Review with Sio Gene Therapiesaxialdeck.substack.comCopy linkTwitterFacebookEmailThe next slide is on the company’s executive team.Then onto their pipeline.After introductory slides, the company goes into their lead program for GM-1/2 gangliosidosis.In GM1 gangliosidosis, the disease is caused by a mutation in the GLB1 gene and Tay-Sachs is driven by mutations in the HEXA/B genes.Natural history studies show high mortality rates for these...…SubscribeSign inShare this postDeck Review with Sio Gene Therapiesaxialdeck.substack.comCopy linkTwitterFacebookEmailApr 5, 2021Share this postDeck Review with Sio Gene Therapiesaxialdeck.substack.comCopy linkTwitterFacebookEmailThe next slide is on the company’s executive team.Then onto their pipeline.After introductory slides, the company goes into their lead program for GM-1/2 gangliosidosis.In GM1 gangliosidosis, the disease is caused by a mutation in the GLB1 gene and Tay-Sachs is driven by mutations in the HEXA/B genes.Natural history studies show high mortality rates for these...WW…