Why subscribe to Cardiff Insights?

Cardiff Insights represents intelligence for life sciences dealmakers written by a banker who has sat on both sides of the table for 30+ years.

Most life sciences newsletters are written by journalists interpreting banker behavior, or by scientists ignoring commercial reality. Cardiff Insights is written by someone who structures the deals, sits in the diligence sessions, and advises the CEOs.

The specific reasons a serious reader subscribes:

  • They want deal signal, not deal noise. Cardiff Insights doesn’t just report what closed. It interprets what a an important deal means for transaction multiples, competitive positioning, and what pharma is telegraphing about their pipeline gaps.

  • Regulatory context is baked in. FDA policy shifts aren’t background color; they’re deal-moving events. Readers need to understand the single-pivotal-trial change, the NIH funding disruption, and their downstream effects on risk-adjusted valuations.

  • It’s written for practitioners. The readership isn’t curious generalists. It’s business development executives, venture investors, bankers, and C-suite operators who need intelligence they can act on.

  • It ages well. Each edition of Cardiff Insights is structured to be a reference document, not a daily feed you skim and forget.

Subscribe to get full access to the monthly newsletter, special editions, and publication archives. A portion of the proceeds goes to support a cause deeply personal to me - Alzheimer’s research, care, support, and advocacy.

Stay up-to-date

Never miss an update—every new post is sent directly to your email inbox. For a spam-free, ad-free reading experience, plus audio and community features, get the Substack app.

Join our tribe

Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription.

To learn more about the platform that powers this publication, visit Substack.com.

User's avatar

Subscribe to Cardiff Insights

Views from the Leadership Edge of M&A and Investments Within Healthcare and Life Sciences

People