This week, we unpack the SEC’s new crowdfunding stats, demystify asset sales as an investor exit scenario, and spotlight Siren Biotechnology—an innovative company tackling brain cancer with a pioneering gene therapy platform. Discover what these developments mean for your investment strategies and how to navigate the nuances of startup investing.

Highlights include…

  • Key takeaways from the SEC’s newly released Reg CF crowdfunding report and what data is missing.

  • The realities and implications of asset sales as an exit strategy for startups, using Hellowoofy as a recent example.

  • A detailed deal review of Siren Biotechnology, a groundbreaking startup leveraging gene therapy to tackle deadly brain cancers. Discover why prominent VCs like Founders Fund are backing Siren’s revolutionary approach, and why investors should pay attention.

Why is the SEC crowdfunding report significant, yet incomplete?
It’s important for identifying trends, but it only covers companies filing Form C-U, about 35-40% of Reg CF deals, leaving a large data gap.

What are asset sales, and how do they affect investors?
Asset sales occur when struggling startups sell specific assets rather than the whole business. Typically, investors get little or no return, making these outcomes complex and often misunderstood.

Why is Siren Biotechnology notable among early-stage pharma startups?
Siren uses proven gene therapy uniquely for cancer treatment, specifically targeting brain cancer, with strong VC backing from prestigious firms like Founders Fund, significantly reducing typical biotech risks.

How close is Siren Biotechnology’s cancer therapy to reaching patients?
Unusually close—thanks to FDA fast-tracking, Siren may complete trials and offer treatment within 3-5 years, accelerating the typical timeline significantly.