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David K. Song, MD, PhD, CFA
Recent Posts
While we feel the ideal approach should start with a top-down segmentation of the life sciences landscape, in our opinion a bottom-up approach to...
Historically, investing in life sciences through public equity has resulted in a choice between broad healthcare funds or slightly narrower but still...
We believe life sciences are an important allocation in any portfolio. Yet despite its historical outperformance of the broader market, executing an...
Key Takeaways: GLP-1 drugs have pioneered obesity medication. Yet the race is on for the next generation, and we explore 10 promising new drugs in...
Keytruda (Pembrolizumab) is the world’s biggest drug by sales, on track for more that $24bn in sales in 20231. The drug targets programmed cell death...
Radiopharmaceuticals, or radioligand therapies, stand at the forefront of cancer treatment innovation. These therapies employ radioactive compounds...
We believe life sciences are an important allocation in any portfolio. Yet despite its historical outperformance of the broader market1, executing an...
By many measures, neurological disorders remain the final frontier of life science research. Recent breakthroughs offer hope that we are at a turning...
In oncology, cell therapy is a groundbreaking approach that involves using engineered immune cells, often sourced from the patient, as a "living...
The cardiometabolic space is more than just the obesity revolution. Although GLP-1 weight loss drugs, like Wegovy, could modify cardiovascular...
Liquid biopsies, a cutting-edge diagnostic tool, are changing the landscape of cancer detection. They harness bodily fluids, such as blood, to...
Cardiovascular and metabolic diseases are a vast chronic burden on patients and society and the leading cause of death globally[1]. However, recent...
Watch our latest webinar to learn about the exciting investment opportunities and challenges within the rapidly evolving field of cancer therapeutics...
Cancer will affect one in every two people in their lifetime. Yet, oncology is on the brink of a revolution, which we expect will trigger a material...
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