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Life Sciences Finance

A systematic exploration of health technology investing.

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Early Draft Machine Learning Natural Language Processing Oncology

Grabbing a hold of the Pubmed firehose: an AI study of 50’000 oncology abstracts

DMD Fundamental analysis Gene therapy Rare disease

Sarepta and Solid: the Future of DMD Therapy

Model R&D Productivity

Modeling R&D Risk (Part 2): Survival Analysis

Early Draft Machine Learning Natural Language Processing Oncology

Grabbing a hold of the Pubmed firehose: an AI study of 50’000 oncology abstracts

Using machine learning to distill 50K oncology abstracts to 355 principal topics and tracking how these topics have evolved over the last decade

4 years ago Arseniy Shabashvili
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DMD Fundamental analysis Gene therapy Rare disease

Sarepta and Solid: the Future of DMD Therapy

Disclaimer: I am not a licensed investment or medical professional, and the ideas herein are in no way intended as investment or medical advice. I do not have any personal […]

4 years ago Arseniy Shabashvili
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Model R&D Productivity

Modeling R&D Risk (Part 2): Survival Analysis

Go back to the inaugural post Go back to Part 1 of the post Survival Analysis Model of R&D Risk This is the second part of the two-part series on […]

5 years ago Arseniy Shabashvili
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Model R&D Productivity

Modeling R&D Risk (Part 1): Monte Carlo Simulation

Go back to the inaugural post Jump to Part 2 of the post Biotech Risk Models Biotech equities are derivative securities. Their value is derived from intellectual property rights (patents). […]

5 years ago Arseniy Shabashvili
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Early Draft Inaugural Post

The Indeterminate Optimistic Future of Biotech Investing

This is the inaugural post of my blog on biotech finance. With this post, I aim to accomplish three things: Identify the main challenge of the life sciences industry: the […]

5 years ago Arseniy Shabashvili
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