Joshua Elkington
Joshua Elkington
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Axial - Inventors #5

Axial - Inventors #5

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations on inventions and discoveries in life...

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Joshua Elkington
3d ago
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Axial - Observations #32

Axial - Observations #32

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
4d ago
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Axial - Observations #31

Axial - Observations #31

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
Oct 11
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Life Sciences Financings and Commentary #28

Life Sciences Financings and Commentary #28

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 15 & Total capital invested: $677.5M- raised $71.5M from...

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Joshua Elkington
Oct 11
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Axial - Inventors #3

Axial - Inventors #3

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   info@axialvc.comA set of ideas and observations on inventions and...

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Joshua Elkington
Oct 4
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Deck Review with Alector

Deck Review with Alector

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you — email us at is a biotech company developing new medicines for neurodegenerative diseases....

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Joshua Elkington
Oct 4
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Life Sciences Financings and Commentary #26

Life Sciences Financings and Commentary #26

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 16 & Total capital invested: $1.18B- raised $13.7M from...

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Joshua Elkington
Sep 25
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Axial - Observations #27

Axial - Observations #27

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
Sep 14
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Life Sciences Financings and Commentary #23

Life Sciences Financings and Commentary #23

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 15 & Total capital invested: $601M- raised $100M with...

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Joshua Elkington
Sep 4
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Life Sciences Financings and Commentary #22

Life Sciences Financings and Commentary #22

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 16 & Total capital invested: $1.04B- raised $20M led by...

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Joshua Elkington
Aug 29
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Life Sciences Financings and Commentary #21

Life Sciences Financings and Commentary #21

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 9 & Total capital invested: $253.6M- raised $48M led by...

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Joshua Elkington
Aug 22
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Axial - Observations #23

Axial - Observations #23

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
Aug 16
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Life Sciences Financings and Commentary #20

Life Sciences Financings and Commentary #20

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 20 & Total capital invested: $1.2B- raised $3.3M led by...

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Joshua Elkington
Aug 15
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Axial - Observations #22

Axial - Observations #22

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
Aug 8
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Life Sciences Financings and Commentary #19

Life Sciences Financings and Commentary #19

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 11 & Total capital invested: $817.6M- raised $72.6M led by...

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Joshua Elkington
Aug 8
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Axial - Observations #21

Axial - Observations #21

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
Aug 1
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Axial - New Medicines #12

Axial - New Medicines #12

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A weekly overview of the development of new medicines.- with Bristol Myers...

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Joshua Elkington
Aug 1
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Life Sciences Financings and Commentary #18

Life Sciences Financings and Commentary #18

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 24 & Total capital invested: $1.4B- raised $13.9M led by...

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Joshua Elkington
Jul 31
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Axial - Observations #20

Axial - Observations #20

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   A set of ideas and observations from a week’s worth of work analyzing...

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Joshua Elkington
Jul 25
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Life Sciences Financings and Commentary #17

Life Sciences Financings and Commentary #17

SubscribeMore well thought out work can be found at — Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Number of deals: 22 & Total capital invested: $627M- raised $50M with...

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Joshua Elkington
Jul 24
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Value investing in life sciences

Value investing in life sciences

SubscribeAxial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you - email us at   Is value investing possible in life sciences? This piece uses a set of case studies to show there is the potential to use...

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Joshua Elkington
Jun 24
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Axial - Founder-driven life sciences companies

Axial - Founder-driven life sciences companies

SubscribeHistorically founders have created some of the world’s most important businesses from Standard Oil to Amazon to Genentech. Simply if you’re the initial designer of a business or anything in general, you’ll know the limits of the company and its technology and act appropriately. This might seem obvious but founders who set the initial conditions of a business and understand the underlying thesis have a good shot at creating something great. It doesn’t mean a non-founder cannot do great work at a given company, but the bar for them is definitely higher. Given that founders create...

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Joshua Elkington
Aug 29
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Axial - Observations #13

Axial - Observations #13

SubscribeMore well thought out work can be found at — Axial invests and partners in early-stage life sciences companies. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company — A set of ideas and observations from a week’s worth of work analyzing businesses and technologies.Lupus and the power of the human immune systemLupus in particular systemic lupus erythematosus (SLE) is a pretty bad autoimmune disease. I have a personal connection to it - SLE’s complexity and heterogeneity make...

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Joshua Elkington
Jun 5
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Substitutes and complements in life sciences

Substitutes and complements in life sciences

SubscribeAs always, if you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company.Strategy in life sciences is often focused on new technologies or discoveries - investing in them and hoping that creates enough value to get approval, go public, or get bought out. This makes sense given that high levels of technical risk upfront for most companies in the field. This high activation energy for most companies in life sciences doesn’t allow for too much deep thinking about business models....

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Joshua Elkington
Mar 12
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Business Model Matrix

Business Model Matrix

SubscribeTo build off the analysis on substitutes and complements in life sciences - , the output of that work is a business model :Technologies enable new business models but the underlying market structures determine how successful they can be. From a simple supply chain view, there are four major business model classes:Consolidated demand and supplyWith a market that has simple distribution but pressure on pricing is a market that sets a high bar for success. This is not the ideal market structure, it might be the worst out of the four, so a business needs to solve a big problem (i.e....

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Joshua Elkington
Mar 14
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