Tax Strategies – QSBS

There are three things that create drag on investment returns: 1) Losses 2) Taxes 3) Fees We spend most of our time trying to reduce losses and increase gains, but we spend little time and attention on the second two items. This is short-sighted given the fact that both taxes and fees are much more… Continue reading Tax Strategies – QSBS

Financings – Cont. from Vital Signs 12/1/23

We had several financings that didnt make the 12/1 edition of Vital Signs. Biolexis Therapeutics – a company using AI for metabolic drug discovery, raised a $10M Series A. (American Fork, UT) Aperiam Bio – a protein engineering company, raised a $9M Seed extension.(Brooklyn, NY) Arrivo Bioventures – a drug developer, raised a $45M Series… Continue reading Financings – Cont. from Vital Signs 12/1/23

Luck

When a startup or an investment is successful, it’s more likely that we attribute the outcome to a great idea and solid execution. While these two attributes are critical, they are not sufficient. skill. Over the years, some of our most successful entrepreneurs and investors have shared that luck is underestimated in this equation. Mark… Continue reading Luck

Financings – Cont. from Vital Signs 11/14/23

We had several financings that didnt make the 11/14 edition of Vital Signs. VectorY Therapeutics – a biotech company developing antibody therapies to treat neurodegenerative diseases, raised a $138M Series A. (Amsterdam, Netherlands) Needed – a company that develops nutrition products for prenatal care, raised $14M. (LA, CA)

Financings – Cont. from Vital Signs 11/7/23

Listings that didn’t get included in the 11/7/23 edition of Vital Signs are here. If you are NOT receiving Vital Signs via email, send us a note and we’ll make sure to get you on the distribution list. The email briefing is designed to keep you informed of financings, new ideas and provide helpful educational… Continue reading Financings – Cont. from Vital Signs 11/7/23

The MedTech IPO Market is Dead

The slow medtech IPO (Initial Public Offering) market in 2023 is having a significant impact on venture capital investments in the medical technology (medtech) sector. For purposes of this post, we include therapeutics and digital health in the broad term “medtech.” According to Evaluate Medtech, there were exactly zero IPOs in the space in the… Continue reading The MedTech IPO Market is Dead

Financings – Continued from Vital Signs 9/29/23

Listings that didn’t get included in the 9/29/23 edition of Vital Signs are here. If you are NOT receiving Vital Signs via email, send us a note and we’ll make sure to get you on the distribution list. The email briefing is designed to keep you informed of financings, new ideas and provide helpful educational… Continue reading Financings – Continued from Vital Signs 9/29/23

Investment Minimums

Investment Minimum is Not a Cover Charge For those of you young enough to be going to nightclubs, you know the allure of the hot club with a velvet rope blocking the entrance. Behind the rope lies excitement, mystery and happiness. After you pay the cover charge. Most of us have moved on from that… Continue reading Investment Minimums

The Cliffs Notes – Where To Invest

Where to Invest Michael Schmanske, Chief Investment Officer – AngelMD Based off a lenghier analysis coming in the next issue of MD Next magazine. In the next issue of MD Next magazine, I am going to lay out a historical review of macro economic trends from the 70s until now. Looking back will help us… Continue reading The Cliffs Notes – Where To Invest

Inflation is All About Monetary Policy – And Other Stuff Too

Inflation Is All About Monetary Policy – And Other Stuff Too by Michael SchmanskeChief Investment Officer, AngelMD “Inflation is always and everywhere a Monetary Phenomenon” – Milton Friedman For those of you who are not fanboys of Monetary theorists… Okay, just so you know, to a finance guy like me that kind of feels like… Continue reading Inflation is All About Monetary Policy – And Other Stuff Too