- Geopolitical Strategist
United Kingdom, Intermediary
Change
The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
In the latest episode of WellSaid, co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.
Listen below or on Simplecast, Apple, and Spotify.
Key topics:
1:30 – The impact of scientific training on biotech investing
6:30 – The state of the private biotech market
9:30 – Groundbreaking innovations
12:15 – Secular trends in biotech investing
13:45 – Biotech’s valuation reset
16:15 – Regulation and drug pricing
19:15 – Wellington's broader health care perspectives
20:55 – The intersection of geopolitics and biotech innovation
23:30 – Collaborating with Wellington’s public health care team
26:15 – ESG and bioethics
Experts
- Head, Biotech Private Investments
Related insights
Showing
of
Insights Posts
Decoding impact expectations: best practices for impact investors and companies
Continue reading
6
min
Article
2025-10-31
URL References
Related Insights
Stay up to date with the latest market insights and our point of view.
Read next
Showing
of
Insights Posts
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
6
min
Article
2025-10-31
Private equity deep dive
We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.
5
min
Article
2025-09-30
Human capital management for private companies
We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.
7
min
Article
2025-08-28
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.
4
min
Article
2025-08-31
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
8
min
Article
2025-07-30
Understanding private equity performance
We dive deep on best practices for measuring and benchmarking private equity performance. In addition, we outline the J-curve and the impact of fund lifecycle on returns.
Article
2025-07-31
Cybersecurity for private companies
We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.
8
min
Article
2025-06-30
8 emerging venture capital trends
We share eight of the themes driving venture capital markets in 2024, including capital efficiency, DPI, the IPO market recovery, and much more.
7
min
Article
2025-06-30
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
Article
2025-06-30
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2025-06-30
WellSaid: Partnering with climate founders
Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey
Video
2025-01-31
URL References
Related Insights