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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
And most of the tourists who are investing are playing the slots.
Of course, at EcoR1, we consider ourselves poker players.
In a sector where virtually everyone else is a momentum investor, betting on science, we focus on margin of safety.
We're one of the few funds not managed by PhDs or MDs, and that's by design, because we don't want to fall in love with the science.
We fall in love with the risk-reward.
And like the slide says, we want to monetize other kids' science projects.
This is my 25th year investing in biotech.
I started my career with an 11 year stint at another fund and launched Eco R1 in 2013, humble beginnings with 13 million.
Since inception, we've 10x to our investors and annualized at 20%.
And today we have about two and a half billion under management.
We're lucky to have long-term partners, many of whom are biotech entrepreneurs themselves and have been with us since day one.
And we recently reopened for the first time in four years.
Today, I'm going to tell you about a company that's on the front lines of the war on cancer.
Military terminology has been used when describing treatments for the disease since the early 70s, when President Nixon signed the National Cancer Act.
The warfare analogy is actually perfect.
The warfare is actually perfect for cancer because both domains are trying to accomplish the exact same thing.
Find the enemy, figure out the best weapon to kill them, and have minimal unwanted casualties along the way.
First, a quick history of how this war has evolved.
Early surgical cancer treatment and radiation was akin to a medieval siege.
Level the entire castle, burn the surrounding village, and hope the enemy was left somewhere in the rubble.
Showing 121–140 of 220 · page 7 of 11
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