I've read a lot of company materials over the years. But if there’s one pattern I’ve learned to pay attention to, it’s the distance between what a company presents and what actually exists beneath the surface. Pitch decks, one-pagers, strategic plans, clinical overviews, competitive landscapes, go-to-market frameworks. Hundreds of them, across different stages, geographies, and therapeutic areas. And after a while, you develop a kind of fluency - not just in what the materials say, but in...

What the small moments reveal about the people you're betting on There's a meeting type I've come to pay close attention to over the years. Not the big ones. Not the investor presentations, the board reviews, the partnership negotiations where everyone arrives rehearsed and polished and performing their best version of themselves. The meeting nobody prepared for. The informal follow-up. The call that was supposed to be fifteen minutes. The conversation that happens in the corridor after the...

In business, the only constant is change, which is why regularly monitoring and adjusting your commercial strategy over time is essential...