Healthcare IBD - Summary & Resources
WSO resources
Healthcare Overview
Biotech Finance: From IB to VC / HF to Funded Startup (Part 1)
Biotech Finance: Valuation Methodologies And Modeling Considerations (Part 2)
Q&A: BB IBD Healthcare Analyst
Questions About Healthcare M&A
Guide to Evaluate a Biotech Company
External resources (news and reports)
FierceBiotech
FiercePharma
Biospace
WSJ Health
Medscape
Bain's Global Healthcare Private Equity and Corporate M&A reports
Paul Keckley's weekly report
Axios Vitals
Medical device industry:
Fierce MedTech
MassDevice
Medical Device Manufacturers Association
Books
- "The Pharmagellan Guide to Biotech Forecasting and Valuation"
- "Biotechnology Valuation", Karl Kleegan: Chapter 3 is about the drug development process. You can also check Chapter 4 to learn how to build a disease model. However, read this book only if you already know valuation (DCF, comps), because the author uses quick-n-dirty or overly complex techniques that you shouldn't follow as an investment banker (he was an ER guy).
Graphic on the industry
Bonus videos
How To Analyze a Clinical Trial: not directly related to IB, but still interesting in order to understand how clinical trials work and the effect of their results on share price
Anything I should add?
Thanks to @TheFlyingKiwi!
Solid thread. +1 and following.
I'd add Paul Keckley's weekly report to the ex resources. He does great political analysis and provides insight from government and survey data.
Medscape
Fierce MedTech
Mass Device
WSJ Health
Med Dev Manufacturers Assoc (I just follow the Twitter account)
WSO:
Biotech Finance Part 2: Valuation Methodologies And Modeling Considerations
Guide To Evaluate A Biotech Company
Nice graphic on the industry.
Can't think of anymore off the top of my head. Looking forward to what others say as well.
I'm adding your links, thanks!
Cheers! Would be interested if other users follow any individual Twitter accounts that posts good insights/knowledge. Always hard to find those.
bump
bump
bump
bump
Bump
Bump
Bump
Bump
Bump
https://www.mobihealthnews.com/
I work in HCIT corporate right now and read a lot from this website as well as CB Insights Digital Health (very solid). Pretty sure HW or HL has a public report about HCIT companies in 2020 (fairly in depth, similar to CB Insights).
Associate exit opps?
bump
Bump
wondering if anyone has any good healthcare business books?
Bump
B
B
Error voluptas ea aut optio. Deleniti occaecati facilis est. Est illum dignissimos quia. Ut qui voluptatem recusandae autem fugit quasi tempore.
Ut laborum officia eligendi quos quidem eos. Quo qui eum animi. Sit aut laudantium molestiae doloribus libero. Quaerat vitae labore non maxime ipsam enim numquam. Aperiam odit qui laborum officia omnis. Ut iusto beatae nisi sit minus repudiandae. Corporis sunt illo praesentium excepturi modi aut aut eos.
Laborum eius similique dolorum nam vitae est consequatur. Et quod praesentium et inventore quisquam officia et. Aut est velit et beatae.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Iure nemo sit iste. Qui voluptatem quos illo reprehenderit quod alias et. Praesentium consequatur dolores accusantium aut quia.