2025 Investment Retro: On Strategic Detachment
A retrospective on investing through a turbulent year — not from the perspective of bold moves, but of deliberate restraint. Looking back at 2025, strategic detachment shaped outcomes more than constant reaction amid sustained uncertainty.
Biotech Timing and Trial Design: A Case Study in Value Creation
A biotech case study from approval to aquisition — how trial design and drug delivery choices shaped Verona Pharma’s $10B buyout by Merck and influenced both investor outcomes and market impact.
Beyond Approval: The Hidden Risk in Biotech Stocks
What happens after regulatory approval? The overlooked risks biotech companies face post-approval—and why even promising drugs can stumble after reaching the market.
Tariff Shocks and Portfolio Lessons: Navigating Uncertainty in a Volatile Market
A week of rising tariffs and falling confidence showed how market turbulence can test investors — and prompted me to rethink my own long-term strategy.
The short story of my website and personal brand
A personal brand should reflect who you are and how you think. My website began as a creative experiment and evolved into a platform that connects my ideas across science, art and strategic thinking. This is the story behind the foundation of my message and visual identity.
