Biotech
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 12, 2024 by Phil Nadel · across every show →
Everything said about Biotech, oldest first
Dec 12, 2024 bearish
Nadel: Forefront avoids biotech because it is capital-intensive and slow to revenue
“We don't invest in any biotech because it's very research and development heavy. So there's a lot of capital expense there, and it takes a long time before you start to see some revenue. So not exactly the most capital efficient type of company.”
May 15, 2025 bearish
Filippenko: SaaS companies will probably not need venture capital in near future
“So like, it looks like in the nearest future, we probably will not need like VC firms for companies which operates as a SaaS or something similar where you do not need to investigate in in, like in hardware or in biotech or something like that.”