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Peter van der Velden (https://www.linkedin.com/in/petervandervelden/) joins Matt Cohen (https://www.linkedin.com/in/matt-cohen1/) to discuss the dynamic changes within the life sciences sector and venture capital at large. He highlights the success factors in life sciences as a high-performing asset class and discusses the role of Canadian pension funds in supporting innovation. The episode also covers the transformative potential of GLP-1 drugs and AI's impact on drug discovery and medical technology. And John Ruffolo (https://www.linkedin.com/in/joruffolo/) is back to talk about the US elections and tech news. (Note: this was recorded before the election on 11/5/24). About Peter van der Velden: Peter van der Velden is the Founder and Managing General Partner of Lumira Ventures, a top Canadian life sciences venture capital firm he established in 2007 following a management buyout of MDS Capital. At Lumira, he focuses on biotech and medtech investments, with multiple high-profile exits involving acquisitions by major pharmaceutical companies. Prior to Lumira, Peter served as President and CEO of MDS Capital, Canada’s oldest life sciences VC firm. He has also founded and led Fusion Capital, an investment bank for Canadian tech ventures, and worked as Managing Director at Bedford Capital, a private equity boutique. Peter began his career in venture capital in 1988 at Vencap Equities and later held roles in business development at Hyal Pharmaceuticals and Taurus Capital. He holds an MBA from the Schulich School of Business and an MSc in Pathology and a BSc in Life Sciences from Queen’s University. In this episode, we discuss: News with John Ruffolo (1:26) – Super Micro Computer Stock Decline(4:00) – Canadian Perspective on U.S. Elections(6:45) – Decline of Mainstream Media and Rise of Alternative Platforms(11:41) – VCs Backing Multiple Competing LLMs(17:20) – Potential AI Mergers and Acquisitions in 2025 Interview with Peter van der Velden (19:48) – Peter’s Role at Lumira Ventures(21:03) – Transformation in Venture Capital and Life Sciences(24:05) – Life Sciences Outperformance as an Asset Class(27:48) – Canadian Pension Funds and Venture Capital(31:20) – Case Study: Histosonics and Pension Fund Support(35:25) – Quebec’s Leadership in Supporting Local Innovation(37:00) – Challenges in Advocating for Canadian Venture Capital(46:16) – GLP-1 Drugs and Their Transformative Potential(49:19) – Industries Disrupted by GLP-1 Innovations(52:00) – AI’s Role in Drug Discovery and Medtech Fast Favorites * Favorite Podcast: Acquired (https://www.acquired.fm/) and All In (https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393) * Favorite Tech Gadget: NotebookLM.google (https://notebooklm.google/) * Favorite Trend: Rationality returning to the venture market * Favorite Life Lesson: "Never give up" Follow Matt Cohen (https://twitter.com/mattybcohen) and Tank Talks (https://www.rippleventures.com/podcast) here! Podcast production support provided by Agentbee.ai (https://www.agentbee.agency/podcasting) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com (https://tanktalks.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

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00:00 - Intro 00:17 - Ozempic’s Semaglutide May Slash Dementia Risk: CWRU Study Explained 04:23 - How Weight Loss Drugs Could Reduce Dementia and Stroke Risks 06:50 - Shocking Health Breakthrough: Weight Loss Shots Could Prevent Dementia and Stroke 1. Ozempic’s Semaglutide May Slash Dementia Risk: CWRU Study Explained Explore groundbreaking research showing semaglutide—the active ingredient in Ozempic and Wegovy—may lower dementia risk in Type 2 diabetes patients. Overview: • New data from Case Western Reserve University’s Journal of Alzheimer’s Disease study • Analysis of 1.7 million patient records using a trial-mimicking statistical approach • Significant dementia risk reduction, especially for women and older adults Key Takeaways: • How GLP-1R molecules regulate blood sugar and protect the brain • Comparison with other anti-diabetic medications • Implications for Alzheimer’s disease prevention • Limitations and the need for randomized clinical trials Why It Matters: Semaglutide has already proven benefits in cardiovascular health and weight management. This new evidence could reshape dementia prevention strategies for at-risk populations. Don’t forget to subscribe for more health and science breakthroughs! 2. How Weight Loss Drugs Could Reduce Dementia and Stroke Risks Discover the surprising benefits of popular weight loss drugs like Ozempic and Wegovy. Recent research suggests these medications may lower the risk of dementia and stroke in patients with Type 2 diabetes and obesity. Learn about the study's findings, the impact on neurodegenerative and cerebrovascular diseases, and what this means for future treatments. Stay informed with the latest health insights. 3. Shocking Health Breakthrough: Weight Loss Shots Could Prevent Dementia and Stroke Groundbreaking research reveals surprising health benefits of weight loss medications like Wegovy and Mounjaro. Key findings from a major study: - 37% lower risk of dementia - 19% reduced stroke risk - 30% decreased mortality for people with type 2 diabetes and obesity Experts from Taiwan studied 60,000 participants and discovered these medications might offer more than just weight management. Learn how GLP agonist drugs could potentially protect your brain and improve long-term health outcomes. Important notes: - Study focused on individuals with type 2 diabetes - More research is needed to confirm full protective effects - Consult your healthcare professional about potential benefits #HealthScience #WeightLoss #MedicalBreakthrough #DementiaResearch

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