Josh Wolfe

Biotech Industry Trends in 2025, according to Labiotech 📈 A well-researched article by Willow Shah-Neville outlines some key trends that are likely to dominate conversations and dealrooms in 2025, many of which align with insights we’ve been discussing at LongeVC You should read the article as it provides a lot of details, but here is a quick overview: ✔️ Artificial intelligence continues to revolutionize drug discovery, predictive analytics, and trial design, making processes faster, more efficient, and targeted. ✔️ CRISPR advancements and innovative delivery methods (both viral and non-viral) are unlocking potential applications for genetic medicine beyond rare diseases. ✔️ Personalization in treatment is advancing with metabolomics and genomics, allowing companies to tailor therapies to patient-specific needs. ✔️ Despite market saturation risks, startups and established players are pursuing innovations in the GLP-1 space, a high-demand segment. ✔️ Increased investment and breakthroughs in biologics and targeted therapies are transforming how we approach autoimmune and inflammatory diseases. ✔️ Larger and even medium-sized biotechs are actively acquiring smaller companies to bolster pipelines, as highlighted by my colleague at LongeVC, Artem A. Trotsyuk. ✔️ AI, decentralized designs, and inclusive strategies are driving efficiency, diversity, and better outcomes in clinical trials. ✔️ U.S. policy shifts, including potential regulatory changes, are influencing biotech strategies, particularly in areas like vaccine development and alternative therapies. From myself, I would also add a considerable change in the status quo of who drives innovations. For instance, Eric Dai an investor with experience at Andreessen Horowitz’s Bio Fund and currently part of Dimension’s investment team, shared a striking observation from a recent Stifel Bank report: one-third of molecules acquired by major pharmaceutical companies now originate from China, compared to nearly none four years ago! Kudos to Where Tech Meets Bio (Substack Newsletter) for spotting this trend in their latest newsletter (link in the comments). Image credit: Labiotech

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I had a conversation with Karl Schmieder, MS MFA on how #radicalcollaboration is needed to bring a bio-manufacturing industry to life. We talked about: Why invention alone isn’t enough: Discovery is no longer the bottleneck—industrial scaling, regulation, and consumer adoption are. The new role of orchestrators: The most valuable companies will be those that coordinate across supply chains, regulators, and corporates, turning fragmented players into functioning ecosystems. What this means for founders and investors: The future winners in biotech may not be those with the most novel science, but those who master the art of integration. https://lnkd.in/g4bshddA Kylie Porter Michele Stansfield David Weiner David Kestenbaum Mark Warner Sam Perkins Ian O'Hara Arturo Elizondo James Petrie Jim Fader Paul Riley Ed Husic MP Robyn Denholm Guy Reypert Chris Liu Rob Brown Emerald Scofield Dirk van der Kley

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Big News at Pack Ventures 🚀🐺🧬 We’re thrilled to welcome two outstanding Venture Partners to the Pack Ventures team! Jenny Cronin, PhD and William Canestaro, PhD are two of the most respected and well-connected figures in the Seattle biotech landscape. They strengthen our mission of building the leading pre-seed biotech fund in Seattle—a city we believe is one of the most important biotech markets in the world for the convergence of A.I. and Biotech! Seattle isn’t just home to world-class institutions like the Institute for Protein Design, University of Washington, Fred Hutch, and Seattle Children's —it’s also a global hub where AI and biotech converge. From David Baker’s recent #NobelPrize to the cutting-edge work coming out of the Paul G. Allen School of Computer Science & Engineering, Microsoft, Amazon, and the Allen Institute and Ai2 , the depth of A.I. talent here is extraordinary. At Pack Ventures, we’re doubling down on the Seattle and UW innovation ecosystem. Our belief is simple: the next generation of industry-defining biotech companies will be built here—and we’re here to help founders make that future a reality. With our new Venture Partners on board, we’re better equipped than ever to support early-stage founders transforming science into scalable solutions. #Biotech #VentureCapital #AIxBio #SeattleInnovation #PackVentures #UWSpinouts #TechBio

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Deeptech ventures take time, and progress varies by sector, technology maturity, regulation, and market readiness. - Lamark Biotech took 18 months to record its first revenue and over four-and-a-half years to scale its ProteoStrong products. - Dhruva Space spent eight years building capabilities before India's 2020 space-sector liberalisation enabled its first private satellite launch; the firm now delivers and builds in six months. - AuraML required 26 months from ideation to initial revenue. - SecurWeave spent over two years developing its CHESS IoT security platform before scaling globally. These examples show why deeptech needs funding and support structures designed for long-term, research-intensive ventures. #DeepTech #Innovation #StartupGrowth #IndiaTech

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