Episode 46: Strategy in the Life Sciences

Timestamps  ·      0:32 – Our fast-growing portfolio companies ·      2:21 - Frazis life sciences strategy update ·      5:18 – RNAi Biology ·      7:15 – Alnylam: RNAi clinical development pipeline and recent execution ·      8:16 – Timing and valuation in life sciences ·      9:26 – What do we think of CRISPER? ·      11:03 – Companies targeting sickle cell disease ·      11:56 – Companies targeting beta-thalassemia ·      12:53 – Platform technologies: Moderna ·      15:12 – Platform technologies: Ultragenyx ·      16:30 – Special focus: Alzheimer’s ·      18:50 –Alzheimer’s APOE4 ·      23:50 – Could Alzheimer’s be caused by infection? ·      24:55 – Cortexyme: Alzheimer’s and the gingivalis hypothesis ·      27:00 – Cassava and Alzheimer's ·      28:30 – How are we different to Ark? ·      29:10 – Summary