#Unshackled: The evolving definition of asset-centricity
DrugBaron
OCTOBER 17, 2022
Asset-centric is a term coined by Medicxi founding partner Francesco De Rubertis to describe an investment strategy he pioneered, together with Kevin Johnson and Michele Ollier, in the early years of the 21 st Century. The key was focusing investment on a single asset to avoid the problem with pipelines in early-stage biotech companies. While it seemed superficially attractive to hedge against failure of the lead asset by having a second or a third program in the wings, the reality usually turne
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