Tag Archives: business

How 100% Pharma Tariffs Could Ripple Through Early-Stage Biotech Investment 

7 Oct

By Sougato Das, President and COO, LSN

Sougato-Das

We have all heard about the recent 100% pharma tariff announcement, applicable mainly to manufacturers or marketed drugs unless they are in the process of building manufacturing facilities in the US. We know that early stage biotechs are generally not counting on investment to take them through manufacturing, for which they will seek a pharma partner. Nevertheless, these tariffs may still have an effect on early-stage biotech investments. Investment in early-stage (seed, Series A/B) biotech is likely to face increased headwinds under a 100 % pharmaceutical tariff regime. The tariff risk exacerbates existing structural challenges in biotech investing.

Overall Expected Effect (Short to Medium Term) 

  • Slower fundraising pace 
    The number of deals may decline, particularly in the earlier stages. Biotech investors will likely become more selective, preferring de-risked assets, strong data, or compelling platforms with clear strategies to mitigate tariff exposure.
  • Higher effective cost of capital 
    Investors will demand more upside or stricter protections (e.g. liquidation preferences, anti-dilution) to compensate for the added risk.
  • Greater emphasis on capital efficiency / leaner burn models 
    Startups may need to conserve cash more, focus earlier on key inflection points, outsource less, and plan fallback strategies for supply chain risk.
  • Longer timelines / delayed exits 
    Because of the risk, uncertainty, and possible delays, the time to IPO, acquisition, or commercialization may stretch, further compressing IRR for investors.
  • Capital flow shift toward infrastructure and enabling technologies 
    Some portion of venture capital may redirect toward bioprocessing, domestic manufacturing, synthetic biology for local API production, supply-chain tools — companies that can help others evade tariff impact.
  • Public market investment in pharma may slow, leading to less IPOs 
    The tariffs could serve to further erode the attractiveness of the biopharma sector for public market investors, reducing the room for IPOs, and pressuring investment taking place more upstream.

In summary, while the recent 100% pharma tariffs certainly don’t have a direct effect on early-stage biotech investing, their dampening effects will nonetheless be felt.

Hot Investor Mandate: North America Based Family Office Seeking Early and Late Stage Opportunities in Life Sciences with Technology Angle 

7 Oct

The firm is a family office spin-off established in 2023 with offices in New York and Toronto, Canada. The firm invests globally through two complementary arms. The early-stage arm focuses on Pre-Seed and Seed opportunities in North America, typically writing first checks between USD $500k–2.5M into deeptech companies. The later-stage arm is dedicated exclusively to life sciences investments, with flexibility on check sizes and a global focus. While the firm does not typically lead rounds, it participates actively on a case-by-case basis. 

The early-stage strategy emphasizes deeptech companies—such as biotech, AI, space-tech, and medtech—while generally avoiding pure life sciences unless there is a strong technology angle, such as medical devices. The later-stage strategy targets Phase I–III ready drug assets. The firm is disease-agnostic, including orphan indications, but prefers companies addressing at least 5% of the population. Across both strategies, the firm favors companies pursuing FDA approval in the U.S. 

The firm does not have strict company or management team requirements, but appreciates teams with academic backgrounds or ties to universities. 

If you are interested in more information about this investor and other investors tracked by LSN, please email salescore@lifesciencenation.com

Hot Investor Mandate: US-Based VC Invests in Seed-Stage Companies Addressing Age-Related Diseases Across Therapeutics, Medtech, and Digital Health 

7 Oct

The firm is a venture capital group based in New Jersey with a dedicated life sciences fund that invests primarily at the Seed stage. The fund typically commits around USD $1 million per company and is flexible in taking either a lead or co-investor role. Its geographic focus spans North America and Europe. 

Within life sciences, the fund targets therapeutics, medical technology, digital health, and biotech ecosystem companies that address age-related diseases such as cardiovascular disease, cancer, respiratory illnesses, dementia, Alzheimer’s, diabetes, and kidney disease. 

On the therapeutics side, the fund emphasizes “repair and replace” technologies, including regenerative medicine, gene therapy, and immunotherapy. In medtech, it is particularly interested in wearables, biosensors, and remote patient monitoring solutions. For digital health, the focus extends to AI-driven drug discovery and clinical trial optimization. Within the broader biotech ecosystem, areas of interest include bioprinting, biomaterials, and novel drug delivery systems. 

The firm seeks companies built on strong scientific foundations, offering innovative and scalable solutions. It values management teams with diverse expertise across science, business development, administration, and marketing. 

If you are interested in more information about this investor and other investors tracked by LSN, please email salescore@lifesciencenation.com

Hot Investor Mandate: Europe-Based Global Pharmaceutical Company Seeks Partnerships with Early-Stage Therapeutics Firms in Rare Diseases, Respiratory Health, and Critical Care 

7 Oct

A global pharmaceutical company headquartered in Europe with offices worldwide is specialized in rare diseases, respiratory conditions, and critical care. The firm actively seeks partnerships with early-stage companies and is open to a variety of collaboration structures, including co-development, SAFE agreements, in-licensing, and acquisitions, depending on the opportunity. 

Its Center for Open Innovation focuses on early-stage, pre-clinical assets, technologies, and digital or device-based healthcare solutions beyond the concept stage. Meanwhile, the business development and external innovation team engages with later-stage companies. With a strong international presence, the firm actively pursues opportunities across North America, Europe, and Asia. 

The firm concentrates on rare diseases, respiratory health, and critical care. While its main focus is on therapeutics, it also considers diagnostics, medical devices, and digital health opportunities. The Center for Open Innovation targets assets in the target identification and optimization phases (TRL 3–5/6), prioritizing technologies that are novel and transformative rather than incremental. 

Although the firm maintains defined therapeutic priorities, it remains open to adjacent or complementary innovation areas outside its existing pipeline. 

The firm values partners that emphasize environmental sustainability and social responsibility. Ideal management teams bring complementary expertise and a clear commitment to delivering  

If you are interested in more information about this investor and other investors tracked by LSN, please email salescore@lifesciencenation.com

Hot Investor Mandate: China-Based Investment Firm Backs Early and Growth-Stage Therapeutics, Medical Devices and Diagnostics Companies in China, the U.S., and Canada 

7 Oct

A professional investment institution was founded in 2016 and headquartered in Shanghai, China. Through its fund management entity, the group invests in early- and growth-stage companies within the biomedicine sector. The firm currently manages a fund of approximately RMB ¥100 million, making equity investments typically ranging from ¥5 million to ¥20 million in Angel through Series B rounds. It is actively seeking opportunities in China, the United States, and Canada. 

The firm focuses on medicine, medical devices, diagnostics, biotechnology, and healthcare services. It seeks products with strong market potential in China that have already achieved prototype development and clinical proof-of-concept. The firm maintains an indication-agnostic approach, evaluating opportunities based on innovation and scalability rather than specific therapeutic areas. 

The firm looks for capable management teams leading companies with validated assets. It can support portfolio companies by facilitating registration and distribution partnerships in China and may request regional rights depending on the structure of the collaboration. 

If you are interested in more information about this investor and other investors tracked by LSN, please email salescore@lifesciencenation.com

Super Early Bird Rates End October 3 for RESI London and RESI JPM 

30 Sep

By Sougato Das, President and COO, LSN

Sougato-Das

Life Science Nation’s Redefining Every Stage of Investments (RESI) conferences are designed to connect life science companies with global investors and strategic partners. Two major upcoming events, RESI London and RESI JPM, are now open for registration at Super Early Bird rates through October 3. By registering early, attendees can save £300 on RESI London and $800 on RESI JPM.

RESI London 2025

The first week of December marks the largest life science partnering and venture week in the UK. If you are raising pre-seed, seed, round A or round B, or are in phase 2 or earlier development, Life Science Nation’s RESI London, One Nucleus’ Genesis, and ELRIG/SLAS events offer stronger partnering, investment, learning, and procurement opportunities compared to the health care week in late November that runs alongside the Jefferies investment banking event. That November week typically focuses on recent IPOs, companies close to IPO, and phase 3 or more advanced companies seeking partnerships. For companies not yet at that stage, December’s conference series is a more strategic use of critical conference and travel budgets.

RESI London and Genesis are joining to provide a multi-day investment, partnering, and thought leadership event for venture-stage companies pursuing funding and strategic alliances. RESI London will take place on December 4 at 1 Wimpole Street and 11 Cavendish Square, followed by two days of virtual partnering on December 5 and 6. Super Early Bird registration is now open, offering a savings of £300 until October 3.

RESI JPM 2026

RESI JPM will be held January 12–13, 2026, at the San Francisco Marriott Marquis. The program features two days of in-person investor panels, workshops, networking, and one-on-one partnering, followed by three days of online partnering on January 14, 19, and 20.

Previous RESI JPM conferences have drawn more than one thousand attendees, including over 500 investors, innovators, and industry experts from across the globe. The conference is held concurrently with JP Morgan Healthcare Week, January 12–15, 2026, which takes place at the Westin St. Francis. Known as the largest healthcare investment symposium worldwide, JPM attracts thousands of life science professionals each year.

Super Early Bird registration for RESI JPM offers a savings of $800 when completed before October 3.

Register for RESI London
Register for RESI & Genesis Combi Ticket
Register for RESI JPM

Both conferences provide access to global investors and in-licensors, strategic partners, and hundreds of early-stage innovators across therapeutics, medical devices, diagnostics, and digital health. Register now to take advantage of Super Early Bird discounts for RESI London and RESI JPM before October 3.

Investor Panels at RESI JPM 2026 

30 Sep

By Claire Jeong, Chief Conference Officer, Vice President of Investor Research, Asia BD, LSN

Life Science Nation (LSN) is excited to announce the lineup of investor panels at RESI JPM 2026, taking place January 12–13. These panels bring together leading venture capitalists, corporate investors, and strategic partners to discuss the latest trends, challenges, and opportunities in life science investing. From early-stage “first check” VCs to specialized sectors like Cell & Gene Therapy, AI in Healthcare, and Longevity, RESI JPM offers unparalleled insight into the funding landscape. 

Day 1 – January 12 

  • 9:00 AM | “First Check” VCs Panel: Learn how early-stage investors evaluate founders, milestones, and the critical first institutional check. 
  • 10:00 AM | Medtech Strategics Panel: Explore how strategic investors from leading medtech companies drive growth through partnerships and acquisitions. 
  • 11:00 AM | Asia Cross Border Investments Panel: Sponsored by Enterprise Singapore, a RESI JPM Title Sponsor
  • 1:00 PM | Family Offices Panel: Hear how family offices provide patient, mission-driven capital to early- and growth-stage companies. 
  • 2:00 PM | Cell & Gene Therapy Panel: Discover where capital is flowing in this transformative area of medicine. 
  • 3:00 PM | When Should Companies Exit Stealth Mode?: Gain insight into timing the transition from quiet development to public visibility. 
  • 4:00 PM | Aging and Longevity Panel: Learn how investors are deploying capital to solutions addressing the world’s aging population. 

Day 2 – January 13 

  • 9:00 AM | Partnering with Global Pharma Panel: Understand how big pharma approaches early-stage partnerships and collaboration. 
  • 10:00 AM | Women’s Health Panel: Explore investment opportunities in an underserved market with enormous potential. 
  • 11:00 AM | AI in Healthcare: Discover how AI is reshaping drug development and care delivery. 
  • 1:00 PM | Orphan & Rare Diseases Panel: Learn about unique challenges and opportunities in niche, high-need markets. 
  • 2:00 PM | Corporate VC Panel: Hear how corporate venture capital balances strategic and financial goals to accelerate innovation. 
  • 3:00 PM | Techbio & Synthetic Biology Panel: Explore investment trends at the intersection of biology and technology. 
  • 4:00 PM | 2026 Outlook: VC Perspectives Panel: Gain insight into where investors see healthcare innovation heading in the coming year. 

These panels are designed not only to share insights but also to foster dialogue between investors and innovators. If you are interested in speaking on a RESI JPM investor panel, please reach out here. 

Registration for RESI JPM 2026 is now open, with Early Bird rates available until October 24. Don’t miss your chance to connect with top investors, strategic partners, and fellow innovators at one of the premier life science partnering events. Register for RESI JPM 2026 

Register for RESI JPM >>