Capital is available, but only for companies with clean data, clear differentiation, and a believable commercial path.
Four days at Jefferies London tends to compress a year of market thinking into a few conversations.
In 2025, the message was consistent across rooms: capital is available, but only for companies with clean data, clear differentiation, and a believable commercial path.
Reporting for Onyx, I attended Jefferies 2025 to get the full scoop.
Personalis is betting that detecting relapse at the molecular level, before it becomes radiographically obvious, can change how cancer is monitored and managed.
The machinery that governs gene expression is being targeted to beat cancer.
Millions of T1DM patients worldwide are on lifelong insulin and constant monitoring. But what if we could switch off the immune attack causing the disease?
If the disease is in the lungs, why deliver the drugs everywhere else?
