Beyond Longevity podcast

Longevity Breakthrough or Expensive Dead End? How Investors Decide, with LongeVC’s Sergey Jakimov

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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/

linkedin.com/in/jakimov

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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