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The Biotech Capital Compass

Biotechnology & ‘Fog of Valuation’ savant

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Latest Issues

BCC Then and Now, Part 1: Revisiting the First Compass

Revisiting the First Biotech Capital Compass

On June 17, 2024, I founded Tecumseh Partners. Four months later, on October 18, 2024, the first edition of Biotech Capital Compass (BCC) landed in readers’ inboxes.

We are also including th...

3 days ago

The Biotech Watchlist: From ASCO 2026 With Love

Strong science, selective stocks, and why conference season still matters for biotech investors.

Medical conferences are not trading rules, but they are powerful attention windows for biotechnology. In this Biotech Watchlist, we use the Am...

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Video Companion: The Cost of Survival, Parts 2 & 3

In this Video Companion, we extend The Cost of Survival series from the healthcare financing mismatch identified in Part 1 into the more practical architecture explored in Parts 2 and 3. The central issue is temporal: modern therapies can c...

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The Biotech Watchlist: The China Biotech Paradox

How rising scientific integration and growing geopolitical separation are reshaping the global biotechnology ecosystem.

China’s biotechnology sector has evolved from a manufacturing and generics-driven industry into a major source of scien...

11 days ago
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Biotech Watchlist: ASCO Ends, Volatility Returns

ASCO Ends, Volatility Returns

The biotech sector reminded investors this week why it remains one of the market’s most volatile corners.

Following the conclusion of the American Society of Clinical Oncology (ASCO) annual meeting in Chic...

12 days ago
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  • The Biotech Capital Compass

    Biotech Capital Compass breaks down complex biotech stories into valuation, risk, and narrative frameworks investors can use. Written by Hartaj Singh, a biotech analyst focused on translating innovation into investment reality.

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