Pharma & Healthcare

Covers pharmaceuticals, biotech, medical devices, diagnostics, healthcare systems, and increasingly AI applied to drug discovery and healthcare. Drug development is long, complex, and science-driven. Understanding the biology, chemistry, and clinical pipeline behind a company tells you more than its balance sheet. This category analyzes pharmaceutical and biotech opportunities through a science-first lens — from molecule to market — so you can read the opportunity before the stock price moves.

Beyond the Weight-Loss Numbers: How New Obesity Drugs Work, How Safe They Are, and What Investors Are Betting On

The obesity drug race is moving beyond headline weight-loss numbers. This article compares leading and emerging therapies across efficacy, safety, health benefits, treatment durability, and convenience—and examines what those differences could mean for patients and investors.

Oct 1

Anti-Amyloid Finally Worked. What Comes Next?

Leqembi and Kisunla established anti-amyloid therapy as a disease-modifying strategy in early Alzheimer’s disease, but their success also exposed important limitations. This article examines ARIA, diagnosis, drug delivery, and emerging technologies that could shape the next generation of Alzheimer’s treatment.

Sep 29

After CGRP: What the Next Generation of Migraine Drugs Still Has to Prove

CGRP therapies transformed migraine treatment, but the next generation of drugs faces a higher bar. This article examines PACAP as an emerging pathway, the clinical evidence behind bocunebart, and what Phase 3 must prove for a new mechanism to achieve meaningful clinical and commercial differentiation.

Sep 27

340B and Healthcare Investing: How a Drug Pricing Program Can Shape Deal Decisions

The 340B program can materially shape healthcare deal economics, but its impact is often hidden within reported earnings. This article examines how investors can separate durable operating performance from 340B-dependent profits, quantify regulatory downside through EBITDA sensitivity analysis, and incorporate that exposure into valuation, leverage, and investment decisions.

Sep 25

Inside AbbVie's $2.1 Billion Bet on In Vivo CAR-T

AbbVie paid $2.1 billion for a biotech with no published human data. Here's what the science actually shows — and doesn't show — about whether the bet holds up.

Sep 9

Why U.S. Health Care Costs So Much: The Reason, the Fix, and the Opportunity

U.S. health care spending hit $5.3 trillion in 2024 — more than any other country, despite the U.S. not even being the world's richest per capita. This piece breaks down the real reasons why (paperwork, physician pay, undernegotiated drug prices), how Germany, Japan, and Singapore keep costs down instead, which U.S. fixes are already underway, and where each of those dynamics creates a distinct opportunity for different types of investors.

Aug 9

How Pharma Bets on the Next Wave (Without Ever Really Knowing)

Mega-caps spend billions like they know where the next wave is. They don't. Here's what buying drilling rights in pharma actually looks like — and why even the best-positioned players still miss almost every time.

Aug 4

The Pharma Paradox: Predictable Markets, Unpredictable Winners

A known disease. A known market. So why does pharma investing still feel like guessing? The answer splits cleanly into what you can actually predict — and what stays a coin flip no matter how good the science looks.

Aug 4

How AI Increases the Odds a Failed Drug Becomes a Winner

Roughly 97.5% of drug candidates die before a patent is ever filed on them — invisible to competitors, regulators, and the public. This piece breaks down how AI is starting to mine that hidden graveyard, and why no single unpatented failure has turned into a headline win yet.

Jul 26

Pharma vs. Medtech ETFs: What You're Actually Buying

The medtech ETF beat the pharma ETF over the last decade — not because medtech won, but because two stocks inside it did. Here's what you're actually buying, and why the S&P 500 beat both anyway.

Jul 20

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