Bruce Booth
@LifeSciVC
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Early stage biotech VC. Recovering scientist. Opinions expressed are solely my own and do not express the views or opinions of Atlas Venture.
Cambridge, MA
Joined December 2010
China's biopharma market is booming, up >100% this year. At what point do some of these China-based biopharma's use their strong equity values to merge with or acquire Western players. If you're a $10B+ biotech from China, you could acquire some interesting US biotechs with an
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With macro uncertainty for large BioPharma settling out, FTC risk coming down, P/E valuations at long term lows, huge LoE's ahead... it's time for some Big-Big M&A once again. My take: we will see one or more >$50B biopharma acquisition within the Top 20 players in the next
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David Maris is spot on in his piece about price gouging and eye drops. Thx you for sharing this. https://t.co/nKwgBOEjUL I'm reminded of this LifeSciVC piece on Innovators vs Exploiters from 2016. Same topic, a decade later. https://t.co/KiTgJcP68r
@davidmaris @statnews
lifescivc.com
Pharmaceutical pricing got thrown onto the front page again last week, causing the expected anaphylactic reactions among politicians, practitioners, and parents. The root of this crisis: Epipen’s...
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A faster path to biosimilar approval seems like the right thing to do for our industry’s social contract. It’s appalling that some biologics approved 20+ years ago still don’t have real generic or biosimilar competition.
FDA proposes easier approvals for biologics I am curious what people who have watched the arduous path around biosimilars think. cc: @peterbachmd
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Time for some Reel Science.... Atlas' "Biotech Bait & Boats" for 2025 is closing out the season as our boat ("Placebo Effect") is getting pulled today. This year we hosted a 50+ biotech folks on a few dozen summer outings, landed a lot of striped bass and big smiles. Such a
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Important journal article on autism. And critical thinking
This “study” looks serious. It has an abstract, authors, even affiliations. But read it carefully - it’s pure satire. And it brilliantly exposes one of the biggest flaws in bad science: confusing correlation with causation. “Over 90% of autistic children consumed breast milk or
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Drug spending isn't the driver of increasing healthcare costs in any OECD country. Drug spend grew slowly for 25 years (yellow line), while overall healthcare spending outpaces it (blue line). New IQVIA report: https://t.co/eCbEGdVBfe
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I am honored to announce @VulcanElements' $1.4B partnership with @DeptofWar, @CommerceGov, and @ReElementTech to scale Vulcan Elements and ReElement Technologies’ 100% vertically-integrated, domestic rare earth magnet supply chain. Since its inception, Vulcan’s mission has been
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Thank you to all who engaged on my blog trifecta on my two decade “Atlas-versary”…. They were fun and cathartic to write, and hopefully of broader interest. ICYMI - here are the links to the three posts: The science of startups: risk, novelty, innovation:
lifescivc.com
In the blink of an eye, twenty years have passed: in mid-October 2005, I joined Atlas Venture as a principal on the global life science team. We closed Fund VII a few months after I joined; and,...
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Jay Bradner, always clever: "on the eve of his 20th Altas-versary" ... Thx!
How to Succeed in Biotech. Part 2 of this thoughtful and insight-rich reflection by Bruce Booth @LifeSciVC, on the eve of his 20th Altas-versary. Plain spoken and approachable, a high yielding reaction. Great read whether working at a small biotech or the largest independent
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Twenty Years In Early Stage Biotech VC (Part 3): Business Continuing in the trifecta of anniversary blogs on biotech venture capital, here are a few observations on corporate development, board governance, and investor syndication https://t.co/MUQjUYVbyC Corporate Development
lifescivc.com
At the end of the day, biotech venture capital is a business and driving returns is the ultimate metric. For twenty years, to deliver on that, I’ve embraced what I call the “first principle” of early...
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Twenty Years In Early Stage Biotech VC (Part 2): People Continuing in the trifecta of anniversary blogs, here are a few observations on people, talent and teams: · The power of luck! · Life is short… live by the NAR (No Asshole Rule) · By the time you know you need a
lifescivc.com
Talented people make the magic happen in biotech. This is the second post in my “Twenty Years In Early Stage Venture” trifecta. Yesterday’s was on Science. Today we’re talking about the People part...
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If there's one thing we know about prop trading... it’s not just fun and games. It takes discipline, skill, and grit. But what if you didn't have to trade on hard mode? NinjaTrader Prop is a comprehensive toolkit built just for prop trading to help you perform, pass, and get
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Twenty Years In Early Stage Biotech VC (Part 1) Here are some observations on the “Science” of startups from my vantage point as an early stage VC… · Science-first opportunism beats top-down strategy for deal selection · Don’t believe what you read in science papers at face
lifescivc.com
In the blink of an eye, twenty years have passed: in mid-October 2005, I joined Atlas Venture as a principal on the global life science team. We closed Fund VII a few months after I joined; and,...
Twenty years ago in mid-October 2005, I joined @AtlasVenture. Hard to believe - time flies. A big thank you to my partners JF Formela and Peter Barrett, who took a bet on me. Both have been great mentors, partners, and friends. Since 2005, I've worked with hundreds of
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Twenty years ago in mid-October 2005, I joined @AtlasVenture. Hard to believe - time flies. A big thank you to my partners JF Formela and Peter Barrett, who took a bet on me. Both have been great mentors, partners, and friends. Since 2005, I've worked with hundreds of
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Last week we held our annual Atlas Hike In The Whites – bringing together 30+ biotech leaders for an overnight hike staying at the AMC Zealand Falls Hut. Wonderful community-building event. Special guest was Appalachian Mtn Club President Nicole Zussman who joined us to share
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Interesting to note that Orbital got all of the value upfront from BMS despite being early stage (preclinical)… usually those have risk-sharing milestones…
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Worth a read: “Too Many Life Sciences Boards Are Shirking Responsibilities” RA capital also put out some great resources on the topic of boards https://t.co/WFQ7Ny4opk
timmermanreport.com
There is a persistent myth in life sciences that once a company transitions from a scrappy startup into a more mature company, its board will naturally evolve to meet those new, more complex challe...
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One practical idea would be to utilize a "non-compete" like policy (longer "garden leave" or "no fly zone" policy) whereby regulators can't work for the companies whose products they regulated for some defined period of time.
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You’re hearing from God more than you think! Listen to these incredible stories of how He speaks.
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