| The Biweekly Deal Flow Update Issue #9 The Deal Flow Update is a publication to inform and educate those seeking diligence on healthcare innovation, deal flow and the trends in healthcare technology and diagnostics. Please subscribe or share with others and always feel free to send us tips or comments. Thanks for reading and I hope everyone has an enjoyable weekend… -Neal -Zoic Capital |
| Five Deals For Friday •We’ve extensively covered molecular diagnostics, mainly covering the device and hardware side. We’ve also briefly discussed the biomarkers as being just as, if not, more important. Another important upcoming trend is the more widespread use of sequencing technologies as well as more actionable recommendations from the data. The large diagnostic hardware companies, and service companies, are heavily investing in the technology for sequencing and even the specialized computing devices for processing that data. •Non-invasive stimulation of the brain is another technology trend that we’ve discussed, specifically for addressing depression. This trend is particularly interesting as it can address those that are not responsive to pharmaceuticals, and then eventually to all that are effected. A recent example is yet another company this time incorporating patient brainwave data. And also another example of a noninvasive stimulation technology found here. •Another aspect of molecular diagnostics that we haven’t covered as much is the vast potential for affecting the global population, from developed to developing economies. This is particularly the case for preventing or even slowing the outbreak of existing and new infectious diseases. Greater access through lower-cost, easier to use devices can significantly affect and improve the health of potentially billions. Here is the World Health Organization’s latest statements on diagnostics. •Speaking of biomarkers, another trend we are specifically covering is diagnostics that can detect circulating, cell-free DNA. This is DNA (and RNA) that is thought to be the source of several conditions, including cancer. The benefit here is that the DNA, since it is outside the cell and found in the blood (or saliva), it can be easier to detect. For example, breast cancer biomarkers can be potentially be circulating cell free genetic material. •Artificial intelligence and machine learning are terms seen very often in startups now, perhaps even overused. However, there is definitely opportunity for this category of software to bring significant benefits in medical technology, especially for imaging and spectroscopy. (for example) For our purposes, we feel the best deals are those that combine unique, IP protected hardware with AI and machine learning software. This way the hardware is protected and the company has control over the data gathering and the processing, not just the analysis. Articles Of Interest •Why New Antibiotics Are So Hard to Find •CalPERS Unveils Direct Investment Model for Private Equity •How To Democratize Healthcare: AI Gives Everyone The Very Best Doctor •Solving The Mystery Of American Health Spending After 1980, Part 1: Out-Of-Pocket Spending •U.S. IPOs have outperformed the S&P 500 over the past 12 months and year-to-date (source: Renaissance Capital) Market Meditations Podcast Listeners can now find the newest podcast episodes on ITunes as well as on the Zoic Capital site. This is good news for those wanting to add to existing podcast playlists. Episode 14 features Neal Mody and Chris Haydel discussing current world market trends, the current CalPers pension plans for Private Equity investments and Chris highlighting the current questions he frequently recieves from his clients. Insights In case you missed it, Steven Stack, Zoic Capital Senior Advisor, recently wrote a response piece in regards to the latest news coming out of the Amazon/Berkshire/JpMorgan healthcare collaboration. Titled, Radically transforming healthcare delivery and financing, it summarizes key points of where the possible collaboration struggling points exist. If you found this newsletter helpful or informative, I encourage you to forward it on. If you’ve received this from a friend, please subscribe to keep up with future issues. Thanks for reading and please send us any tips or comments! -Neal Connect With Zoic Capital |
| The Biweekly Deal Flow, curated by the team at Zoic Capital. |
Biomarkers and Sequencing Technologies
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