A publication of observations, perspectives and conversations exploring where opportunity is forming, and how ideas become reality in complex environments.
The objective is simple: identify opportunities early, understand them deeply, and document them before they become obvious.
Across healthcare, life sciences, regulation, capital and emerging opportunities in African markets.
A live ledger of where African opportunity is forming before the consensus does. Closer to a private investment memo than a news feed, and unlike news it compounds. The earliest entries tend to be the most valuable.
Not a news feed. Short reads on what is developing, why it matters, and which Radar thesis it touches.
Each appointment and ratification moves a single continental medicines market from treaty language toward something operational, the precondition for collapsing approval timelines.
As SAHPRA and regional bodies draft device and diagnostic rules, the window to understand them before they harden is open now, not later.
The block selloff is giving way to differentiation. Quality issuers punished for their neighbours are where the mispricing now sits.
Unmet need is not charity; the quiet build-out of access pathways across Africa describes a commercial opportunity wearing a moral disguise.
Default makes headlines; mispricing makes returns. Which African issuers were punished for their neighbours' problems rather than their own?
A clinical-operations lead, running multi-country studies, on what actually makes a trial cheaper, and what only looks like it does.
South Africa's named-patient route looks like a loophole; read closely it is a working blueprint for how unregistered medicines reach patients.
A former medicines-agency reviewer on timelines, evidence, and the gap between what sponsors submit and what regulators need.
Looser than the Radar, and more personal. The open questions I am sitting with this month.
A blank, individually numbered notebook. Made in South Africa. One thousand copies, produced once, never reprinted. An object to carry and fill, not to read.
The flagship object of the Collection. Blank; you complete it.
See Notes No. 01 →Essays, interviews and the Opportunity Radar. Sent only when something is worth your attention.
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