Shahram Seyedin-Noor Profile picture
3x life sci founder/exec + investor with 7 exits to @Illumina (2x) @roche @invitae @myriadgenetics + @RocketPharma (@NASDAQ). Founder @CivilizationVC + @rgenix.
Jan 4, 2023 9 tweets 4 min read
If you're a #LifeSciences VC or #founder, read this first before #JPMorgan2023.

This 2011 paper by Santé has fresh relevance as the biotech bubble has burst, and old norms return.

Big funds (>$300M) will underperform B I G.

Key take aways. 👇 (1/9) 🧵

sante.com/wp-content/upl… No VC as of 2011 "larger than $750M ha[d] ever returned more than 2.0x to its LP investors.

Fewer than a dozen funds larger than $300M" had.

With #biotech IPOs now a memory (like the period analyzed in the 2011 paper), VCs won't be able to engineer quick $$$ returns.👇🧵
Dec 8, 2020 5 tweets 3 min read
1/ Are we going to reverse aging? Today we’re one step closer. 👣 3 words: Yamanaka Factors + Methylation. 🧬 “Rodents with glaucoma regained around half of their lost visual acuity”. 👁️ @TheScientistLLC @maxdkozlov @nature the-scientist.com/news-opinion/g… 2/ @Harvard geneticist @davidasinclair and his team reset the biological clocks ⏱️ of injured + aging retinal ganglion cells by using Yamanaka Factors. 🧬🧪💉nature.com/articles/s4158…