
Longevity Breakthrough or Expensive Dead End? How Investors Decide, with LongeVC’s Sergey Jakimov
Billions are flowing into longevity and biotech, but how do investors tell a genuine breakthrough from an expensive scientific dead end? Sergey Jakimov, founding and managing partner of LongeVC, joins Daphna Stern on Beyond Longevity to explain how investors decide which companies deserve backing. He says his team has reviewed almost 5,000 companies since 2021 and invested in only a tiny fraction.
Sergey shares the problems he sees again and again: overstated science, weak intellectual property and no credible route through clinical trials and regulatory approval. He also explains why some early longevity investors lost money, what AI can realistically change in drug discovery, and why clinical trial results do not always reflect patients’ quality of life. Throughout, he argues that longevity companies must ultimately prove themselves by treating real diseases.
About the guest
Sergey Jakimov is a founding and managing partner of LongeVC, an investment firm focused on early-stage biotech and longevity, backing companies developing medicines for conditions including cancer, heart disease and diseases of the brain.
He has co-founded three deep-tech companies, including the health-data company Longenesis, and co-founded the Longevity Science Foundation. His LongeVC biography credits him with raising more than $50 million for his own ventures and through his work as an entrepreneur in residence. Longenesis reports that its tools have supported more than half a million participants in the UAE's Emirati Genome Programme.
Links
LongeVC: https://longevc.com/
Chapters
00:00 How Do Investors Judge Longevity Science?
01:50 Sergey’s Experience of Neurological Illness
04:12 Treating Disease or Targeting Ageing?
06:33 From Engineering to Biotech
09:06 Why Clinical Trials Struggle to Recruit Patients
13:35 How Biotech Investors Choose What to Back
17:00 Why Results in Mice Can Fail in Humans
20:17 Alzheimer’s Drugs and the Amyloid Debate
23:01 Biotech Due Diligence Red Flags
28:17 Family Offices and the Risks of Longevity Investing
30:13 Investing Through a Specialist Biotech Fund
31:27 Why Specialisation Matters in Biotech
32:12 Why LongeVC Backs So Few Companies
33:13 Biotech Fund Timelines and Exits
34:13 Computing Power, Manufacturing and Clinical Trial Bottlenecks
36:42 What Can AI Really Change in Drug Discovery?
38:47 Why LongeVC Invested in Rubedo
39:30 How Do Longevity Treatments Get Regulatory Approval?
44:26 How Much Money Does a Biotech Company Need?
47:30 How Investors Decide on Follow-on Funding
49:27 How Venture Capital Investors Support Founders
51:43 European and US Venture Capital Compared
54:11 Rapid Fire on Joy, Exercise and Longevity Myths
57:02 From Promising Science to Useful Treatments
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