Romain Bodinier

Research Specialist - Biotechnology (Scientific Research)

09 December 2025

Healthcare: From Underdog to Front Runner

Rotate before the crowd: double-digit growth in a sector the market still thinks is broken.

09 December 2025

Healthcare 2026: From Underdog to Front Runner

Rotate before the crowd: double-digit growth in a sector the market still thinks is broken.

30 October 2025

A tale of two tails in genetic medicine

Genetic medicine comes in two Nobel-winning flavors: permanent (e.g., gene editing such as CRISPR) and transitory (e.g.,...

15 September 2025

Bionics: Review and Reload

The best time to buy Bionics was October 2023, when the 10Y US treasury yield marked its most recent peak; the second-be...

19 June 2025

Healthcare (Bionics and Biotech): Uncertainties remain, opportunities too.

Private and institutional investors are still underweight the sector, especially in small to mid-caps. Mispriced as...

03 June 2025

If you have a cancer get immunotherapy infusion IN THE MORNING!!!!

At the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting, a China/French trial surprised the world, showi...

02 June 2025

Sanofi bags Blueprint to future-proof its immunology franchise

The second biggest M&A of the year goes to an "orphan disease" indication with implications that go well beyond a si...

20 May 2025

Unlocking the power of consumer genetics: 15 million genomes at Regeneron's fingertips

The genomic deal of the decade: Regeneron secures 23andMe's genetic war chest for only $256mn.

19 May 2025

Transmedics transplant done right (again)

The poster child of the overlooked organ transplant market is surpassing all expectations (again). And this is just the...

Login

Create an account

First name *

Last name *

Email *

Password *

By creating an account you agree to our User Agreement, Privacy Policy and to receive related communications.

Reset password

Type in your e-mail and reset instructions will be sent to you.

Email *