Publications
Professional Development Through Knowledge Sharing
Agentic AI And The Repricing Of Healthcare SaaS Models
Healthcare software beat earnings through H1 2026 and sold off anyway. Outcome Capital argues the market is repricing seat-based software, not management — and that healthcare, forced by regulators to codify how it works, is best placed to capture the agentic value replacing it.
Why Patient-Focused Drug Development Should Drive Corporate Strategy
In October 2025, the US Food and Drug Administration released four interrelated guidance documents on patient-focused drug development, including “Selecting, Developing, or Modifying Fit-for-Purpose Clinical Outcome Assessments.” Taken together, the documents give biopharma companies detailed practical direction on how to identify, select, and measure outcomes that matter to patients. What they do not address is the harder question of how leadership should integrate patient-centered thinking into product development strategy and corporate decision-making. That gap is worth closing because patient focus, properly applied, is not a regulatory obligation – it is one of the most effective tools available for building a commercially successful company.
From Pittfalls to Playbook: Modern Advisory in Life Sciences Strategic Banking
Life sciences transactions demand more than strong assets; they require disciplined preparation, credible positioning and strategic execution. Dr. Oded Ben-Joseph explains how embedded advisory, rigorous valuation and structured decision-making help founders, boards and investors reduce risk while creating stronger transaction outcomes.
How Neurology M&A Has Evolved Over The Last Decade: Upfronts, Multiples And Mechanisms
An analysis of 75 disclosed acquisitions in the neurology sector totaling over $180bn reveals widening deal values, structurally shifting indication preferences, compressing return multiples, and a new dataset linking acquisition stage and price to post-acquisition clinical outcomes.
The Liquidity Paradox of the 505(b)(2) Drug Development Pathway
In a recent article published in Cell Press Trends in Biotechnology, Managing Partner Oded Ben-Joseph, PhD, MBA and Managing Director Stanislav Glezer, MD, MBA examine why more efficient development does not always translate into stronger or earlier liquidity outcomes, and explore possible solutions to overcome this challenge.
Opinion: Extending Scientific Rigor From Bench to Boardroom
Many scientists-turned-CEOs paradoxically abandon scientific principles when it comes to commercializing their innovations. But applying the scientific method to business decisions can help life science entrepreneurs avoid common pitfalls, attract investment and ultimately bring transformative technologies to market.
Private Equity’s New Play in Medtech
Private equity buyers have jumped into the medical device sector in 2025, flush with capital and plans for revamping companies in an unforgiving, volatile macroenvironment. Blackstone and TPG’s take out of publicly traded Hologic is a high-profile example of the opportunity.
Are Companies Bought, Not Sold? Rethinking M&A In Life Sciences
The well-worn adage “good companies are bought, not sold” suggests that top-tier businesses, especially in high-growth industries like life sciences, do not need to seek buyers; instead, buyers pursue them. While some high-profile examples grab headlines, they are the exception, not the norm — especially in life sciences. As specialists in life science transactions, we advise management and boards to challenge this myth. Believing “good companies are bought, not sold” can be dangerously misleading and does not reflect the reality of the overwhelming majority of acquisitions in this sector.
Successful Sellers Seek to Maximize Acquirer Value
Buyer perception of business risk is a key determinant of successful medtech M&A, yet many companies fail to appreciate a potential acquirer’s perspective and how it perceives value. We outline the steps that leaders of earlier-stage companies can take to improve their understanding of what prospective acquirers truly want and thus increase the likelihood of a successful transaction.
A Shifting Market Environment and Strategies Fueling Innovation in Prostate Cancer Treatment
Blockbuster drug patent expiration, advances in enabling technology, and the emergence of personalized medicine for prostate cancer treatment create a landscape worth examining.
The Case for Hiring an Investment Bank: Adding Value to Your Value Proposition
The “right” investment banker for you with the appropriate experience can not only tell you what your company is worth, they can also utilize their expertise to establish and run an appropriate, bespoke transaction process that will serve to reduce risk and maximally benefit you and your company’s future potential, valuation or even sale price – and they should be equally willing and able to.
The Winding Journey of Biotech Capital Raising: Deciphering the Jargon
Ensuring biotech companies are sufficiently capitalized to propel innovation and development remains a central focus for management. In this article, we draw on our broad perspective interacting with venture capitalists to offer thoughts on investor feedback. Understanding venture capitalists’ mindsets and investment theses will increase the probability of securing needed capital.
Financing Diagnostics in the Post-COVID World
During the COVID-19 pandemic, the US government imposed sweeping pandemic measures on the nation allowing millions of Americans to receive free tests, vaccines, and treatments aimed to prevent spread of a potentially life-threatening, highly contagious disease. These COVID-19 emergency declarations will end on May 11, marking a close to the US response to the global pandemic. With the end of the pandemic, the in vitro diagnostics (IVD) industry is confronting a reckoning-one that was predicable but is still painful.
Orthopedic Industry Outlook Prompts Positive Market Sentiment
Amid a deteriorating macroeconomic backdrop, orthopedic industry stocks have shown resiliency relative to the broader public markets. This enables management teams to breathe a sigh of relief, driven in part by expectations for a long-awaited pickup in procedure volumes, as they and investors have watched valuations tumble over recent years due to COVID-19 headwinds, supply-chain backlogs, and other industry forces.
Optimizing Medtech Pricing Flexibility in a Digital World: Subscription Versus CapEx
As medtech companies modify their business practices and pricing models to draw out the maximum value of their integrated digital and medical device offerings and respond to customers’ concerns about high up-front costs of adopting new technologies, they need to discern the trade-offs and proper use cases.
Orthopedic Industry Exhibits Steady Transactional Activity and Value, Despite Maturity
Outcome Capital argues that the orthopedic segment, and ortho in particular, remains highly attractive, as it offers investors stability, healthy multiples, and opportunities for innovation.
Dx IPO Window Widens in 2021 as COVID-19 Testing Provides Jumping Off Point
Sustained investor interest in the diagnostics industry in light of the continuing COVID-19 pandemic drove initial public offerings in the Dx space in 2021, leading to more than three times as many IPOs in the space last year as in 2020.
Diagnostics M&A Deals Skyrocket in 2021 as Companies Have COVID-19 Cash to Burn
As many diagnostics companies continued to benefit from high volumes of COVID-19testing, cash burned a hole in the pockets of many in the industry, and major players and smaller newbies alike picked up new businesses.
Diagnostic Financings Are Robust, Fueled by COVID-19 and Precision Medicine
Private investors poured more than $8 billion into diagnostics companies between January 2020 and September 30, 2021, envisioning myriad opportunities for innovative COVID-19 testing technologies and precision medicine tests that help optimize individual treatment regimens.
Make, Buy Or Partner: Strategic Alliances Continue To Fuel Biopharma Growth
The biopharma market has been highly active throughout the COVID-19 pandemic with a substantial focus on strategic alliances between 2020-H1 2021. Partnership deals present exciting liquidity and risk mitigation opportunities for early-stage companies. Small molecules still comprise the largest segment of partnered drugs, but alliances for other modalities are on the rise.
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