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How Novo Holdings Builds a Moat on Early-Stage Biotech
Lucas and Luna dive into the little-known engine behind some of the biggest biotech bets: Novo Holdings, the investment arm of the Novo Nordisk Foundation. They explore how this patient, evergreen capital model builds a durable competitive advantage in early-stage life sciences, why its structure lets it outlast traditional venture funds, and what that means for the broader biotech landscape. With references to specific deals like the 2024 Catalent acquisition and the evolution of the Nordisk model, this episode is a masterclass in long-term investing and strategic positioning.
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The skinny
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