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A publication of observations, perspectives and conversations exploring where opportunity is forming, and how ideas become reality in complex environments. Independent, and built to stay that way.

What this is

Find interesting people. Ask good questions. Publish useful answers. The work is to see opportunity in complex African markets before it becomes obvious, document it honestly, and let the right people find it. It is written for operators, founders, regulators, investors, researchers and project developers, the people who actually build things.

The Opportunity Radar

The Radar is the core asset: a dated, conviction-tracked map of where opportunity is forming. Unlike news, it compounds, and the earliest entries tend to be the most valuable.

01High · Active

Rare Disease Market Access

Healthcare
The access routes are opening faster than anyone is moving to use them.
02High · Emerging

Medicines Regulatory Harmonisation

Regulation
A single market for medicines is being built in the background, while everyone watches the foreground.
03High · Developing

Decentralised Clinical Trials

Clinical Research
Cheaper trials and better data lead to the same place, sponsors will follow.
04Medium · Active

Specialty Pharma Access

Healthcare
Own the cold chain and you own specialty access.
See the full Radar →

Where to begin reading

01Why African rare disease is a market, not a mission02The quiet repricing of frontier credit03On the economics of decentralised trials04Section 21 and the architecture of access05What regulators actually want
Browse: Notebook · Perspectives · Conversations

The ventures

The ideas here are put to work in three operating companies. They are practical expressions of the publication, not its purpose; the publication stands on its own, and would still matter if they disappeared tomorrow.

Veltrion LaboratoriesAfrican market entry & regulatory execution↗JW van Zyl IncCommercial law for healthcare & life sciences↗Casegrid IndustriesSustainable infrastructure, made bankable↗

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