Understand the Opportunity

Independent thought leadership informed by intellectual rigour and investment expertise.
David K. Song, MD, PhD, CFA

David K. Song, MD, PhD, CFA

David Song, Investment Partner, has led biotechnology and healthcare investment teams throughout his extensive 25-year career at Rockefeller Capital Management, Millennium and Balyasny. He studied Economics and Biochemistry at Yale, is a medical doctor and has a PhD in Applied Economics from Wharton.
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Recent Posts

Innovation & Growth: The Case for Investing in Healthcare Now

Capitalize on AI innovations, reduced regulations, & other factors offering long-term potential. Learn why it may be the time to invest in healthcare.

AI and drug discovery: a slow evolution in cancer care

AI is revolutionizing cancer drug discovery, but progress is slow. Discover the latest advancements and upcoming breakthroughs from leading AI.

The Pursuit of an Oral Obesity Agent: Why Pills Matter

Exploring the shift from injectable to oral obesity medications and their potential to revolutionize weight loss treatments for broader market appeal and better patient convenience.

More young people are getting cancer – does the industry have an answer?

Rising cancer rates among young adults demand better early detection. Blood-based screenings like Guardant's Shield offer hope.

Why pricing is not a risk to the GLP-1 market opportunity?

Learn why pricing is not a risk to the GLP-1 market opportunity. Discover the justified cost of weight loss drugs and their significant clinical benefits.

How big is the weight loss industry?

How big is the weight loss industry and how can you identify the risks and opportunities in this market

Five observations on ASCO 2024

Discover key insights from ASCO 2024, showcasing advancements in oncology therapeutics and diagnostics. Explore trends in ADCs, genomic profiling, immuno-oncology, targeted agents, and emerging modalities.

The Next 10 Weight-Loss Drugs: Life After GLP-1?

Explore the latest weight loss drug stocks with 10 new obesity medications, targeting GLP-1 alternatives, muscle sparing, and better tolerability.

Immuno-oncology’s Second Act

Discover the potential of immuno-oncology's second act with new approaches and targets like TIGIT and LAG3. These advancements revolutionize cancer treatment.

Radiopharmaceuticals: Transforming Cancer Care

Discover how radiopharmaceuticals are revolutionizing cancer care and how to invest in them.

Cell therapies - Revolutionizing Cancer Treatment

Revolutionize cancer treatment with cell therapies. Discover the potential impact on multiple myeloma and the growing oncology cell therapy market.

The Next Generation of Cardiovascular Drugs

Discover the next generation of cardiovascular drugs and their potential to revolutionize the treatment of cardiovascular disease.

Liquid Biopsies - Revolutionizing Cancer Diagnosis

Discover how liquid biopsies are revolutionizing cancer diagnosis and changing the landscape of cancer detection.

Tema Insights: Investor Guide to Oncology

Discover the latest trends and opportunities in the field of oncology investing.

Investing in the Obesity Epidemic: The Weight Loss Drug Revolution

Obesity ETF: A unique investment opportunity in the biotech and healthcare sector focused on obesity, diabetes, cardiovascular diseases.

Investor's Guide to the Oncology Revolution Webinar Replay

Discover the exciting investment opportunities and challenges in cancer therapeutics and research in our latest webinar replay and research report.

Investing in oncology: a biotech revolution in research, diagnosis, and treatment of cancer

Investing in oncology: a biotech revolution in research, diagnosis, and treatment of cancer.

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