Insights

Oct 27, 2026

Who’s making their vector?

Estuary Bio just launched in Menlo Park with $103M. They want their kidney gene therapy in the clinic next year.

Good for them. I’d be curious who’s making their vector.

In 20+ years in bioprocess I’ve seen fresh Series A teams sign with whatever CDMO had a slot open. Then tech transfer drags, the slot slips, and a year of runway is gone.

How long did your team really spend picking its manufacturing partner?

Want to talk it through? Get in touch.

Oct 20, 2026

Who’s really walking the show floor?

Went to the Tri-Valley Life Sciences Summit last week. A few vendors told me they’d jump at a smaller show where the people who sign the POs actually show up.

Big booths get rebooked every year out of habit. Hardly anyone checks if their buyers were even there.

When did you last cut a show, and where did that money go?

Want to talk it through? Get in touch.