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Don’t Look Now… Your Assets Just Walked Out The Door

Don’t Look Now… Your Assets Just Walked Out The Door

This is a follow-up on the post we made earlier this week that discusses the difficulty in analyzing past performance of VC funds because of team changes.  In that post we said, “[Evaluating] Performance is tricky, however, because you have to carefully focus on the …...Read More
An Eye Popping $10B exit! In healthcare, nonetheless…

An Eye Popping $10B exit! In healthcare, nonetheless…

We were just in the middle of (yet another) healthcare study internally when the news of AbbVie’s $10.2B offer for Stemcentrx came out.  This post was already in the works and was going to talk about why we still put about 20% of our investment dollars into the...Read More