Hi {{first_name}}, it’s Jason Segal - the Armchair Analyst.
I believe that biotechs are the next big macro thematic of 2026.
On Friday, Eli Lilly became the first life sciences company to reach a $1 trillion valuation.
And, in the last 12 days, more than four major acquisitions by Big Pharma have closed totalling over US$20 billion.
Tomorrow, around midday, I will send you the first edition of my new newsletter called: “The Pulse Check”.
It is a daily newsletter that I have created to give you a 5-minute update on all of the stuff that is happening in the ASX Life Sciences industry.
My goal is to help everyday investors better understand the complicated world that is the small cap life sciences market.
And while I’m just an Armchair Analyst…
I understand the stories that captivate investors, the risk points that might not be so obvious at first, and how to spot some undervalued companies on the cusp of something potentially great.
So, keep an eye out on your inbox for the first edition tomorrow at ~12:00pm.
Cheers, Jason Segal
The Armchair Analyst
