In order to make this as interactive as possible, I wanted to spark some conversation around some of the areas of focus that our firm works on a day-to-day basis. As an introduction, Collective IQ focuses on four main areas: Private equity, corporate venture, corporate advisory, and portfolio companies. To start the ball rolling, in […]
The IT establishment (or at least one person in it: Andy Grove) has been working hard for many years to bring the medical world out of the dark ages and improve record keeping (http://med.stanford.edu/about_photo/) . Mayo is clearly ahead of the curve.
In an era where good news seems to get short shrift, I’d like to highlight to some encouraging news about a positive advancement in cancer diagnosis and treatment. The Baltimore Sun recently ran a feature story about a genetic test called Oncotype DX that provides a look at the inner workings of a breast cancer tumor […]
I am very interested in knowing your opinion on clothing store LBOs, like the Eddie Bauer one announced yesterday or the Burlington Coat deal by Bain. What is the extraordinary value to be extracted out of these companies which are no clear leader of their segments and concepts. Is it purely a financial play? Or competition for […]
Sure, the biggest factor in the Republican loss of Congress was public discontent with the war in Iraq. Even so, Republicans would have held control of the Senate if the Bush administration were not waging a second war on major elements of modern medical research. Fact: The Bush administration has done almost everything in its power to […]
In October, I attended the Ocean Tomo Patent Auction in NYC. I was surprised to see that I was one of three venture capitalists in attendance reviewing the inventory of patents changing hands. What? No Web 2.0 discussions or golf? Why bother? The Ocean Tomo Fall 2006 Live Intellectual Property Auction netted nearly $24 million, more than […]
I wonder how long the Middle East War analogy can carry me into the PEHUB universe. BTW, how do you pronounce peHUB? PEE-HUB? PEE-WEE-HUB? Judging from the responses to my virgin steps onto the blogosphere, I think that’s probably pretty close. I’ve been tracking recent military developments in Iraq to learn that, in addition to […]
Anyone remember Curtis Sharp? A long time ago, Curtis won a $5 million New York Lottery jackpot and he spent the rest of the 1980s sashaying around New York in bespoke suits and bowler hats attracting crowds wherever he went. Curtis was the Man. Charismatic and impish, Curtis was the Toast of the Town. I […]
For those of you who know me, you know that returns, performance and benchmarking issues are near and dear to me – after all, my first child’s initials are IRR. I swear it was not intentional – just call it karma. I recently took our second child, (no weird acronyms here to make fun of, […]
72 virgins. We all know who gets them. No, I’m not talking about Al Queda or the Taliban. I’m looking closer to home, right here in our VC backyard. One the industry’s most venerable VC firms yanks the megaphone from the hands of the New York Times and the Wall Street Journal to pronounce its […]