Health care

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nilesh-kumar1
Video
3 min
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Private biotech innovation versus hype

Nilesh Kumar discusses the next generation of biotech disruptors in obesity, autoimmunity, and oncology, focusing on drugs that solve real-world unmet medical needs.

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3 min
Video
2026-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370499454
Article
8 min
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Shrinking the government footprint: Medicaid cuts and America’s economic health

Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets.

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8 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Video
2 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The role of public/private collaboration

Josh Sommerfeld, health care sector lead for late-stage private investments, highlights why he believes working with public-market colleagues like Dave Khtikian helps him be better at the four key parts of his job: sourcing, diligence, pricing, and exiting.

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2 min
Video
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1349253411
Article
5 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private biotech: Immunology and inflammation’s third wave

Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors. 

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5 min
Article
2025-12-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
97970762
Article
8 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing

From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.

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8 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2032712798
Article
4 min
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Biotech IPOs in 2025: Quantity, quality, and best practices

We explore today's biotech IPO market, highlighting recent market trends, key characteristics for successful biotech IPOs, and best practices to sustain momentum as a public biotechnology company.

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4 min
Article
2025-08-31
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1413597282
Article
14 min
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Built to last? Identifying durable health care start-ups

Two members of our late-stage growth team share insights and results from their recent analysis of enterprise-value trajectories for private, non-biotech health care companies.

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14 min
Article
2025-05-23
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.