The Biotech Startups Podcast

🧬 $25M Fund, 20 Companies, Zero Failures: A Biotech Investing Secret | Sergey Jakimov (3/4)


Listen Later

"If you die, all your crypto doesn't make sense. All your sustainability doesn't make sense. You have not solved the major existential issue or the major existential threat that you have."
In this episode of The Biotech Startups Podcast, host Jon Chee continues his conversation with Sergey Jakimov, Managing Partner at LongeVC, as he reveals launching a $25 million longevity fund. Leveraging relationships with top universities and a scientific advisory board featuring Nobel Prize winners, Sergey built a fund with an unconventional thesis: tackle age-related diseases one at a time, investing solely based on patient outcomes. The results—20 companies, zero write-offs in 3.5 years, with portfolio companies approaching unicorn status.
The conversation turns personal when Sergey shares his experience as a rare disease patient. At 28, a rare autoimmune neurodegenerative condition left him partially paralyzed, forcing him through a healthcare system offering only outdated treatments. This experience fundamentally reshaped his investment philosophy and cemented his belief that biotech is the most important industry. Sergey also discusses expanding his platform with Ani.vc and the Longevity Science Foundation, while reflecting on why health span and "joy span" matter more than simply extending lifespan.
Key topics covered:
  • From Angel to Institution: Launching a $25M longevity fund with deal access, KOL relationships, and a science-first thesis
  • Disease-by-Disease vs. Curing Aging: Why pragmatic, disease-focused investments outperform holistic longevity approaches
  • A Founder's Health Crisis: How becoming a rare disease patient at 28 transformed Sergey's investment philosophy
  • Exceptional Fund Performance: Achieving zero write-offs across 20 companies, with portfolio highlights in ADCs and cancer diagnostics
  • Expanding the Platform: Building Ani.vc for animal health and the Longevity Science Foundation for fundamental research grants

If you enjoy The Biotech Startups Podcast, please consider subscribing, leaving a review, or sharing it with your friends. Thanks for listening.
Subscribe to the Podcast:Apple: https://podcasts.apple.com/us/podcast/the-biotech-startups-podcast/id1679591994Spotify: https://open.spotify.com/show/2PSL162R2s0zOwU5913Zv4Youtube: https://www.youtube.com/@thebiotechstartupspodcast Website: https://www.thebiotechstartupspodcast.com/ 
Find our guest, Sergey Jakimov, at these links: https://www.linkedin.com/in/jakimov/?originalSubdomain=lvhttps://longevc.com/ Find our host, Jon Chee, at these links: LinkedIn: https://www.linkedin.com/in/jonchee
Learn more about Excedr:LinkedIn: https://www.linkedin.com/company/excedr/ Website: https://www.excedr.com
Intro & Outro Songs Created by OkKyojin, Owned by Excedr:Website: https://flow.page/kyojin 
Resources & Articles:Antibody-Drug Conjugates (ADCs) in Cancer Treatment: https://my.clevelandclinic.org/health/treatments/antibody-drug-conjugates​​ Longevity Investing and Healthy Aging Economics: https://www.mckinsey.com/mhi/our-insights/the-economic-benefits-of-investing-in-healthy-aging​​ Rare Autoimmune Neurological Disorders: https://www.hopkinsmedicine.org/health/conditions-and-diseases/autoimmune-disease​​ Blood-Based Cancer Diagnostics and Early Detection: https://www.cancer.gov/about-cancer/screening/research/blood-testsHealth Span vs. Lifespan: Quality of Life in Longevity Research:  https://www.nia.nih.gov/health/healthy-aging/what-do-we-know-about-healthy-aging​ 
Companies, Universities, & People mentioned:UC Berkeley: https://www.berkeley.edu/​ Harvard University: https://www.harvard.edu/​ Stanford University: https://www.stanford.edu/​ Insilico Medicine: https://insilico.com/​​ AOA Diagnostics (AOA Dx): https://aoadx.com/​​ Longevity Science Foundation (LSF): https://longevity.foundation/ 
Garri Zmudze https://www.linkedin.com/in/garri-zmudze-982a48138/
Alex Zhavoronkov https://www.linkedin.com/in/zhavoronkov/ 
Timestamps:00:00 Intro01:54 Transition from Founder to Investor07:46 Health Span vs. Lifespan: A Philosophical Approach10:35 Why Biotech Matters Most14:50 Personal Health Crisis and Patient Perspective23:39 Building a Science-First Investment Fund25:09 Fund One: Portfolio and Strategy28:07 Antibody-Drug Conjugates and Early-Stage Diagnostics30:46 Fund Two and Animal Health Ventures34:09 Longevity Science Foundation: Supporting Fundamental Research34:14 OutroThe Biotech Startups Podcast gives you a front-row seat to the business and science of building a biotech. Hosted by Jon Chee, CEO of Excedr, the show features honest conversations with founders, execs, and investors about their work, their companies, and how they got there. From scientific breakthroughs to startup lessons, each episode explores what it really takes to grow a life science company—from pre-seed to IPO.
...more
View all episodesView all episodes
Download on the App Store

The Biotech Startups PodcastBy Excedr

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

24 ratings


More shows like The Biotech Startups Podcast

View all
TED Radio Hour by NPR

TED Radio Hour

21,957 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,222 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,101 Listeners

HBR IdeaCast by Harvard Business Review

HBR IdeaCast

181 Listeners

Bold Names by The Wall Street Journal

Bold Names

1,450 Listeners

The Long Run with Luke Timmerman by Timmerman Report

The Long Run with Luke Timmerman

124 Listeners

The Readout Loud by STAT

The Readout Loud

324 Listeners

The Peter Attia Drive by Peter Attia, MD

The Peter Attia Drive

9,202 Listeners

Business Of Biotech by Ben Comer

Business Of Biotech

86 Listeners

BioCentury This Week by BioCentury

BioCentury This Week

34 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

502 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,251 Listeners

Biotech Hangout by Daphne Zohar, Josh Schimmer, Brad Loncar, Tim Opler & more

Biotech Hangout

19 Listeners

HBR On Leadership by Harvard Business Review

HBR On Leadership

165 Listeners

Ground Truths by Eric Topol

Ground Truths

48 Listeners