Romain Bodinier

Research Specialist - Biotechnology (Scientific Research)

20 February 2026

The GRAIL headline missed. The cancer screening revolution didn't.

GRAIL's landmark NHS-Galleri trial, the largest-ever randomised controlled trial of a multi-cancer blood test, missed it...

22 January 2026

You are not bullish enough on US healthcare

Congress has reached a deal on a package of health-care policies and most notably for us, a provision that accelerates r...

09 December 2025

Healthcare: From Underdog to Front Runner

Rotate before the crowd: double-digit growth in a sector the market still thinks is broken.

30 October 2025

A tale of two tails in genetic medicine

Genetic medicine comes in two Nobel-winning flavors: permanent (e.g., gene editing such as CRISPR) and transitory (e.g.,...

15 September 2025

Bionics: Review and Reload

The best time to buy Bionics was October 2023, when the 10Y US treasury yield marked its most recent peak; the second-be...

19 June 2025

Healthcare (Bionics and Biotech): Uncertainties remain, opportunities too.

Private and institutional investors are still underweight the sector, especially in small to mid-caps. Mispriced as...

03 June 2025

If you have a cancer get immunotherapy infusion IN THE MORNING!!!!

At the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting, a China/French trial surprised the world, showi...

02 June 2025

Sanofi bags Blueprint to future-proof its immunology franchise

The second biggest M&A of the year goes to an "orphan disease" indication with implications that go well beyond a si...

20 May 2025

Unlocking the power of consumer genetics: 15 million genomes at Regeneron's fingertips

The genomic deal of the decade: Regeneron secures 23andMe's genetic war chest for only $256mn.

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