Time, Fuel, & Money

Exits, Psychedelics & the Timing That Actually Moves Deals

Deborah "Deb", Vassili, Karim Season 1 Episode 23

A pragmatic blueprint for founders navigating partnerships, acquisitions & momentum

Episode 23 examines a billion-dollar psychedelic acquisition as a case study in how biotech deals truly unfold. Deb, Karim, and Vassili explore why lean teams outperform bloated ones, how IND/Phase 1 often becomes the real sweet spot, and how stretched timelines quietly kill cap tables. They map how milestones, burn rate, and credible data influence acquirers — and discuss adjacent areas, like lupus and women’s health, where timing and non-dilutive capital may collide.

This episode helps founders think through exits before they’re forced to.

Topics:

  • Deal timing & acquisition psychology
  • IND/Phase 1 vs. Phase 2 dynamics
  • Momentum risk & milestone clarity
  • Lean teams vs. inflated burn
  • Non-dilutive capital as de-risking
  • Psychedelic medicine & pipeline logic
  • Protecting founders through early fail/kill decisions