INSIGHTS
Notes from the field.
A collection of latest news and insights in the Biotech industry.
Most 'AI products' aren't products. They're UI on top of someone else's model.
On why model providers will keep moving up the stack and compress margins — and why the AI startups that survive will own workflow, data, and distribution in a specific vertical.
Mar 2026
LinkedIn↗
This isn't a downturn. It's a discipline cycle.
On biotech's barbell market and why the question isn't 'can you raise?' but 'have you earned the next dollar?' — a finance leader's take on the 3–5 year window ahead.
Mar 2026
LinkedIn↗
The 409A valuation trap: freezing what should stay fluid
On how 'defensible' 409A methodology can lock in assumptions that still belong in scenarios — and why the cleanest model is often not the most accurate one for milestone-driven biotech.
Mar 2026
LinkedIn↗
Biotech doesn't need more dashboards. It needs renaissance developers.
Coding alone isn't the differentiator anymore — context is. The next decade of biotech leverage belongs to hybrid builders who can reason across science, finance, and AI simultaneously, and use AI to collapse the time from idea to implementation.
Dec 2025
LinkedIn↗
The next era of AI won't be trained on the web. It'll be trained on work.
The open web is nearly tapped out. What comes next isn't more data — it's expert workflows. How scientists design protocols, how clinicians decide to halt a trial, how finance teams model cash runway. That judgment is the new training fuel.
Nov 2025
LinkedIn↗
Customer zero: how CFOs should think about agent investments
Notes from a Robin Washington (Salesforce) chat on the agentic enterprise. The finance angle: tie agent investments to productivity you can bank, then recycle that capacity into growth. Go slow to go fast, reallocate don't just add, chase NPV not only payback.
Nov 2025
LinkedIn↗
Claude Skills File
The thing that’s actually supercharging my AI work in biotech finance isn’t a better prompt.
But let me back up — because you’ve probably heard this advice before:
“Before you ask your AI anything, give it context. Tell it who it is. Tell it what you’re trying to do. Set the stage.”
And that works. Kind of. Until you close the window and have to do it all over again tomorrow. And the day after. And every time a colleague tries to replicate what you built.
2026
LinkedIn↗
Building Claude AI Skills
The thing that’s actually supercharging my AI work in biotech finance isn’t a better prompt.
Apr 2026
LinkedIn↗
Most 'AI products' aren't products. They're UI on top of someone else's model.
On why model providers will keep moving up the stack and compress margins — and why the AI startups that survive will own workflow, data, and distribution in a specific vertical.
Mar 2026
LinkedIn↗
This isn't a downturn. It's a discipline cycle.
On biotech's barbell market and why the question isn't 'can you raise?' but 'have you earned the next dollar?' — a finance leader's take on the 3–5 year window ahead.
Mar 2026
LinkedIn↗
The 409A valuation trap: freezing what should stay fluid
On how 'defensible' 409A methodology can lock in assumptions that still belong in scenarios — and why the cleanest model is often not the most accurate one for milestone-driven biotech.
Mar 2026
LinkedIn↗
Biotech doesn't need more dashboards. It needs renaissance developers.
Coding alone isn't the differentiator anymore — context is. The next decade of biotech leverage belongs to hybrid builders who can reason across science, finance, and AI simultaneously, and use AI to collapse the time from idea to implementation.
Dec 2025
LinkedIn↗
The next era of AI won't be trained on the web. It'll be trained on work.
The open web is nearly tapped out. What comes next isn't more data — it's expert workflows. How scientists design protocols, how clinicians decide to halt a trial, how finance teams model cash runway. That judgment is the new training fuel.
Nov 2025
LinkedIn↗
Customer zero: how CFOs should think about agent investments
Notes from a Robin Washington (Salesforce) chat on the agentic enterprise. The finance angle: tie agent investments to productivity you can bank, then recycle that capacity into growth. Go slow to go fast, reallocate don't just add, chase NPV not only payback.
Nov 2025
LinkedIn↗