Jerry Lee

speaker

109 appearances 1 recordings 1 series first heard Jun 2026 last heard 26 Jun

Jerry Lee’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Making Sense · Dealmaking in healthcare: A mid-year pulse check · 26 Jun 2026 podcast

So I would say it's an important time for investors to be focused on this space too.

A lot of our Boston based investors now also have full time teammates that they have in China thinking about innovation in China, thinking about new codes, thinking about in licensing and the like.

So it's very much a global market for these compounds, for this science now.

So I think the m one main thing that I would say my clients and I are truly watching is given the toppiness of the overall markets and the higher beta nature of where you and I operate in biotech is even with the MA cycle continuing, which I see it continuing for the rest of the year.

Can we actually maintain this velocity?

and and these volumes of the XBI and in financing.

And so I think if inflation continues to worsen and we say rate hikes get pulled forward, I think that could be an issue, maybe not a defining issue, but certainly an issue for biotech financing markets.

And as you can imagine, that obviously amplifies throughout the concentric circles of biotech financing, from later stage converts to mid-stage follow-ons to early stage IPOs, and therefore to serious.

So it's just something to watch.

I think on AI.

Nick hit this a little bit earlier.

Super important topic for biotech and for pharma.

I think a lot of large cap pharma, mid cap biotech, and early stage biotech are all thinking through at least two facets of AI.

Number one is I think across industries this is true too, is just how will AI change kind of the operational footprint and how we think about the basic fundamentals of the company?

And that oftentimes is actually

It's really a cost question as they think about optimizing costs and optimizing processes.

And that's true outside of pharma as well.

So I think a lot of large caps even have chief AI officers thinking about kind of overall processes and optimizing.

What I think is most exciting, however, is and AI is not a new language for biotech.

We've had machine learning, we've had computational biology for decades in biotech.

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