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Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
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Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]
Patrick O'ShaughnessyDinakar Singh
Singh’s daughter’s SMA turned investing into a race for research capital, leading to three parallel programs that all became approved drugs.Shared testing, natural-history evidence, and coalition-building accelerated approval, while regeneration and affordable access remain the next unresolved challenges.
Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406]
Biotech returns still depend on capital required, time to proof, and two unknowns: whether biology is disease-relevant and whether a drug can alter it safely in the right tissue.Moderna shows the platform mechanism: mRNA generated neutralizing antibodies against eight viruses before COVID-19, while its personalized skin-cancer vaccine cut recurrence about 50% in randomized phase 2.AI can accelerate discovery, but clinical testing, reimbursement, deployment economics, and ethical questions around lasting DNA changes remain the constraints investors must monitor.