Oleg Nodelman
speaker
220 appearances
2 recordings
2 series
first heard Jun 2026
last heard 12 Jun
Oleg Nodelman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
It's probably not applicable to this.
Yeah.
Another awesome question.
There's a small skunks work project within Actis AI project.
With all these biotech companies, they have their little proprietary data sets that they hope to leverage with various insights.
So a company like this, with their many proteins and everything else they're trying to accomplish, they have their own little tiny group of PhD data scientist nerds who are seeing if they can leverage that in a pretty decent way.
What's most promising that I think a lot of folks have probably heard of is
A new drug for pancreatic cancer from a company called RevMed was just another targeted therapy.
So for now, there's not a huge amount of progress from peptides.
Well, so one of the neat things about these mini proteins is they're hopefully of the right size to be able to deliver their payload inside of the tumors.
My fund, Eco R1 Capital, which is based in San Francisco, thinks of investing in biotech in a slightly different way.
We're looking for unfollowed, unloved, misunderstood biotech companies.
It's an amazing moment in time for those types of companies.
My name is Oleg Nodalman.
I'm the founder and managing director of EcoR1 Capital, a San Francisco-based value-oriented biotech fund that I started about 13 years ago.
Thanks a lot to the besties for having me here.
I'm a huge fan of the pod, like I'm sure all of us are, and I know how challenged Science Corner can get.
So I wrote this in a way that even David Sachs would appreciate and pay attention to if he were here.
Generally speaking, investing in biotech companies is a horrible idea sandwiched somewhere between movies, wineries and SPACs.
In fact, our sector often feels a lot more like a casino than an actual financial market.
Showing 101–120 of 220 · page 6 of 11
← Previous
Next →