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Bruce Booth
Venture capitalist and partner at Atlas Venture, author of an annual biotech year-in-review report and commentator on funding, IPOs, and sector trends.
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26 snips
Dec 18, 2025
• 34min
382: Biotech's year in review
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In this discussion, venture capitalist Bruce Booth, a partner at Atlas Venture, shares insights from his annual biotech year-in-review report. He argues that the biotech sector may be rebounding, pointing to recent stock performances and clinical innovations. Booth discusses the potential surge in IPOs for 2026 but cautions about the risks of poor-quality companies going public. He also analyzes the effects of DTC offerings by Eli Lilly and Novo Nordisk, which could lead employers to cut funding for weight-loss drugs. Finally, he highlights the changing dynamics in venture capital as AI draws investment away from biotech.
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