
EP03 | The $11 Billion Bet 一场110亿美元的豪赌In 2011, Gilead paid $11 billion for a company with zero revenue. Wall Street said they were insane. Stock crashed 12%. 2011年,Gilead花110亿买了一家零收入的小公司。华尔街说他们疯了,股价暴跌12%。 Two years later, that molecule became Sovaldi — over $58 billion in total sales. The biggest biotech deal ever. 两年后,那个分子变成了Sovaldi——累计卖了580亿美元。史上最成功的biotech并购。 📌 In this episode 本期内容: * The refugee scientist and his team's "Perfectovir" 一个埃及科学家和他的"完美药物" * The moment in Berlin when the room went silent 柏林会议全场鸦雀无声的那一刻 * Why the CEO bet $11B — 4 reasons CEO为什么敢出110亿 * Winner takes all: how Sovaldi killed the old king in 6 months 赢者通吃:半年灭掉前任之王 * $84,000 per cure — smart or wrong? 8.4万美元治愈一个人——合理还是过分? * The China story: 10M patients, 2% diagnosed 中国篇:1000万患者,只有2%被诊断 * 4 lessons only clinical people truly get 4个只有临床出身的人才懂的教训 💡 The most valuable skill in a biotech deal isn't finance. It's knowing whether the science is real. 💬 Got a favorite biotech deal story? Tell me in the comments. I belong at the top — I'm just on my way there. Come walk with me. 我属于顶峰,只是还在路上。
EP02 |我是怎么看懂十亿美元估值的 How I Decoded a Billion-Dollar Valuation上一期我说"我要学商业",这一期我直接上手拆了一个biotech估值模型。Someone told me a drug was worth a billion dollars. I froze. Where did that number come from? Turns out it's not magic — it's a very precise calculation. And I, a clinical person with zero finance background, could actually understand it. 📌 In this episode 本期内容:· Why a drug's business model looks just like a clinical trial enrollment funnel 为什么商业模型长得像入组漏斗 · You spent 10 years developing a drug, and only 4,000 people use it — why? 花十年研发的药只有四千人用,为什么? · What is QALY? And why a $200K drug is actually "cheap" QALY是什么?为什么二十万美元的药其实是"便宜"的 · $800M revenue? After costs, taxes, and discounting, see what's left 你以为赚了八亿?扣完再看看 · $400M in 10 years = only $150M today — time is eating your money 时间真的在吃你的钱 · The #1 variable in the valuation model? It's YOUR clinical work 💡 Biggest takeaway: Clinical work isn't "just treating patients." Every clinical decision directly moves the most important value driver. You're not a small cog — you're the engine. 本期90%英文,关键总结用中文。我在用这个播客逼自己讲清楚商业逻辑。如果你也是临床/科研背景在学商业,或者你也曾经听到一个天文数字然后一脸懵 — 来评论区找我,我们一起搞明白。I belong at the top — I'm just on my way there. Come walk with me. 我属于顶峰,只是还在路上。
EP01 | 为什么一个商业新手要开播客?(And Why You Should Too)《周威风的商业之旅》正式开播!我叫周威风,一个生物科技行业的商业新手。这是我的第一期节目,也是这趟旅程的第一步。 This is Episode 1 — why I'm starting this podcast, and why I believe business thinking matters for every professional. 📌 本期聊了什么: The moment I froze in front of investors — and what it taught me· Three rules of this podcast: it's a record, I practice English here, and no faking it 我在投资人面前freeze的那个瞬间 — 以及它怎么改变了我 Why business thinking matters no matter what your job is 为什么我觉得不管你做什么职业,都应该学商业思维 三个规则:这是记录、我会练英语、真实 My three role models: Eileen Gu, Liu Yifei, and Taylor Swift — and what they teach me about confidence and strategy 我的三个行动偶像:谷爱凌、刘亦菲、Taylor Swift — 她们教会我的关于自信和策略的事 🗣️ 本节目90%以上是英文 — 我在用播客训练自己的英语表达,目标是能在投资人面前hold住全场。你会听到我从磕磕绊绊到越来越流利的过程。 💬 如果你也在学商业、练英语、走跨界的路 — 来找我!评论区留言或者私信我,我们一起走。 "我属于顶峰,只是还在路上。Come walk with me."