Moderator
William J Canestaro, MS, PhD, University of Washington, Seattle, WA, United States
The rules of early-stage biotech investing are changing. LPs are no longer just backing great science, they're backing funds that can demonstrate a credible, defensible path to value from the moment a company is formed. The question isn't just can this molecule work? It's will anyone pay for it, and at what price?
This session brings together leading VC investors to share how they are fundamentally rewiring the way they build companies and their portfolios by embedding value-based thinking into their strategy to sharpen their investment thesis, strengthen LP narratives, and ultimately drive superior exits.
You'll hear how the next wave of VC investors are using value-based and patient centric thinking as an early-warning system: identifying disease burden, anticipating access hurdles, and pinpointing value inflection points long before IND submission. The payoff? De-risked science, faster partnering conversations, stronger valuations, and portfolio companies built to command premium pricing in a payer-driven world.
Whether you're evaluating your next investment, refining your fund narrative, or looking to differentiate in an increasingly competitive LP market, this session offers a concrete blueprint for what the next generation of biotech venture looks like, and how to get ahead of it.
Speakers to be added.
Topic
Health Policy & Regulatory