Phase 3 SearchSEARCH
Articles

Read the work.

Twenty-nine articles since February 2026 on CMC governance, board-level technical risk, and the math of therapies reaching patients.

Capital Analysis

The Biotech Capital Report.

A structured ranking of biotech investors by activity, stage, and modality — the same capital intelligence we run inside engagements, made public.

30,486
verified biotech deal events
517
investors ranked for follow-on conviction
Free
cost to you
Read the Biotech Capital Report 2026 →
Portfolio breadth vs follow-on conviction — biotech investors plotted by tier
The Articles

Twenty-nine pieces. One thesis.

That CMC, Quality, and Technical Operations leadership is the most underpriced variable on a biopharma board — and the fastest lever on whether a therapy reaches the people waiting for it.

A Platform Is a Claim. The Machine Makes It True. (Mandate 4: Scalable)
01CTO Mandate
July 27, 2026

A Platform Is a Claim. The Machine Makes It True. (Mandate 4: Scalable)

Read the article →
CDMO 3: The Trappings of Growth
01CDMO
July 22, 2026

CDMO 3: The Trappings of Growth

Read the article →
What a Diligence Team Opens First (Mandate 3: Acquirable)
01CTO Mandate
July 20, 2026

What a Diligence Team Opens First (Mandate 3: Acquirable)

Read the article →
CDMO 2: What Do the Fragmentation Numbers Miss?
01CDMO
July 16, 2026

CDMO 2: What Do the Fragmentation Numbers Miss?

Read the article →
From “It Worked Once” to “It Works Every Time” (Mandate 2: Reproducible)
01CTO Mandate
July 9, 2026

From “It Worked Once” to “It Works Every Time” (Mandate 2: Reproducible)

Read the article →
Is Our CDMO Industry Model Broken?
01CDMO
July 6, 2026

Is Our CDMO Industry Model Broken?

Read the article →
Can This Molecule Even Become a Product? (Mandate 1: Possible)
01CTO Mandate
July 6, 2026

Can This Molecule Even Become a Product? (Mandate 1: Possible)

Read the article →
Not All Capital Stays for the Hard Part: Capital and CMC
01CMC & Capital
June 23, 2026

Not All Capital Stays for the Hard Part: Capital and CMC

Read the article →
CMC — The Clark Kent / Diana Prince of the Boardroom
01Boards
June 16, 2026

CMC — The Clark Kent / Diana Prince of the Boardroom

Read the article →
CMC Is a Lever on Exit Multiple. Help to Build the Benchmark that Proves It.
02Benchmark
June 9, 2026

CMC Is a Lever on Exit Multiple. Help to Build the Benchmark that Proves It.

Read the article →
When to Hire What in CMC, and How to Defend It to a Board Counting Every Dollar
03CMC
June 2, 2026

When to Hire What in CMC, and How to Defend It to a Board Counting Every Dollar

Read the article →
Today We Publish the CTO Mandate Framework
04Framework
May 14, 2026

Today We Publish the CTO Mandate Framework

Read the article →
Wall Street Is Looking at CMC, Tech Ops & Quality. Here's How To Get Your Board Ready.
05Boards
May 12, 2026

Wall Street Is Looking at CMC, Tech Ops & Quality. Here's How To Get Your Board Ready.

Read the article →
CMC Used to Be a Tomorrow Problem. The FDA’s 2026 Trial Reforms Make It a Today Problem.
06FDA
May 5, 2026

CMC Used to Be a Tomorrow Problem. The FDA’s 2026 Trial Reforms Make It a Today Problem.

Read the article →
If Your Acquirer's Diligence Team Has More CMC Expertise Than Your Board, Then Aren’t You Writing Them a Discount?
07M&A
April 28, 2026

If Your Acquirer's Diligence Team Has More CMC Expertise Than Your Board, Then Aren’t You Writing Them a Discount?

Read the article →
This Is Why CMC Is the CEO's Greatest Ally...
08CEO
April 21, 2026

This Is Why CMC Is the CEO's Greatest Ally...

Read the article →
CMC Leaders Know Which Slide Could Cost 1.28-2.5 Years of Runway. Why Doesn't the Board?
09Runway
April 14, 2026

CMC Leaders Know Which Slide Could Cost 1.28-2.5 Years of Runway. Why Doesn't the Board?

Read the article →
CMC -> The Default Model Is Not the Only Model
10CMC
April 7, 2026

CMC -> The Default Model Is Not the Only Model

Read the article →
I Spent $1,100 to Deeply Learn AI. The Results Left Me Speechless and Falling Back in Love with DISCO.
11AI
April 6, 2026

I Spent $1,100 to Deeply Learn AI. The Results Left Me Speechless and Falling Back in Love with DISCO.

Read the article →
CMC 2 Board: 4 Lessons to accelerate from TechOps to the Board Table
12CMC2Board
March 30, 2026

CMC 2 Board: 4 Lessons to accelerate from TechOps to the Board Table

Read the article →
CMC 2 Board: Are You Ready for the Bully?
13CMC2Board
March 24, 2026

CMC 2 Board: Are You Ready for the Bully?

Read the article →
Search Engines Killed the Expert. AI Is Killing the Consultant...... Welcome to the Age of the Creative.
14AI
March 19, 2026

Search Engines Killed the Expert. AI Is Killing the Consultant...... Welcome to the Age of the Creative.

Read the article →
CMC Is Not a Cost Center. It Is an Exit Multiplier
15Exit Value
March 17, 2026

CMC Is Not a Cost Center. It Is an Exit Multiplier

Read the article →
No One Is Building the CMC-to-Boardroom Curriculum. So You'll Need to Build It Yourself.
16Career
March 10, 2026

No One Is Building the CMC-to-Boardroom Curriculum. So You'll Need to Build It Yourself.

Read the article →
Why it's time for a CMC Voice in the Boardroom...
17Boards
March 3, 2026

Why it's time for a CMC Voice in the Boardroom...

Read the article →
The most important hire probably isn’t your VP, it's your Directors.
18Hiring
February 24, 2026

The most important hire probably isn’t your VP, it's your Directors.

Read the article →
A Bit of a Rant: The AI Gold Rush Is Obsessed With the Wrong Metrics
19AI
February 23, 2026

A Bit of a Rant: The AI Gold Rush Is Obsessed With the Wrong Metrics

Read the article →
The CEO’s Capital Problem: Every Dollar Comes With Strings Attached
20Capital
February 17, 2026

The CEO’s Capital Problem: Every Dollar Comes With Strings Attached

Read the article →
If Something Feels Off in CMC, It Usually Is...
21CMC
February 10, 2026

If Something Feels Off in CMC, It Usually Is...

Read the article →
Follow Alex on LinkedIn
Put the Thesis to Work

The framework behind the writing.

Everything here points back to one published model: the CTO Mandate Framework — how boards should evaluate CMC and Quality leadership against company stage.