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.
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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?
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wondering if anyone has any good healthcare business books?
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