Selected Perspectives

Short, written perspectives on Healthcare technology, Data & AI in medicine, clinical strategy, and healthcare investment.

The Cost of Solving the Wrong Problem in Drug Development

Excellent execution does not mean the right problem is being solved. Drug development organizations are very good at solving difficult problems. They can design sophisticated trials, generate enormous amounts of data, manage increasingly complex global operations, and bring extraordinary scientific and technical expertise to bear on a development program. But excellent execution does not necessarily mean the right problem is being solved. And in drug development, solving the ...

What PE Gets Wrong About Clinical Risk and Value

Healthcare investors who underweight clinical execution risk do not just miss upside. They inherit the downstream consequences of assumptions made too early. Private equity and venture capital now shape significant portions of healthcare innovation, from therapeutics and diagnostics to AI-enabled care delivery and digital infrastructure. Yet one of the most consequential variables in healthcare investment remains consistently underpriced: clinical execution risk. The issue is not ...
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