The Health Code: When Tech Firms Start Thinking Like Biotech

Newsletter 5th October 2025

The Health Code

There’s a quiet shift happening in the background of the market this week one that barely registers until you zoom out. It’s the way software companies are starting to sound like pharmaceutical giants, and how biotech firms are suddenly acting like data start-ups.

A decade ago, the idea of Apple, Google, or Amazon being in the vaccine business would have sounded absurd. Yet here we are where cloud computing meets clinical trial management, where genetic sequencing runs on Nvidia hardware, and where data ethics might soon mean the difference between a product launch and a public scandal.

This week’s paid edition looks at the uneasy courtship between technology and medicine how far it’s gone, who’s leading the charge, and what it means for investors. From algorithmic vaccine development to digital immune twins, we’ll trace the threads connecting Silicon Valley’s labs with Wall Street’s portfolios.

The line between healing the body and owning its data is thinning fast. And that, as we’ll explore in the full report, may be the most valuable trade of the decade.

🧬 The future of vaccines isn’t just in biotech it’s in big tech servers, code, and compute.

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🔍 Tech IPOs to Watch in 2025 (rest of year)

• Beta Technologies (electric aircraft / aerospace) - has filed for IPO, planning to list on NYSE under “BETA” Reuters

• BitGo (FinTech / blockchain custody) - in discussions and prep for an IPO in H2 2025

• Cerebras Systems (AI hardware / computing) - filed S-1, targeting a 2025 IPO

• DailyPay (FinTech / payments) - has announced plans for an IPO in H2 2025

• Claroty (enterprise software / cybersecurity) - publicly preparing toward 2025 IPO timing

• Cohesity (data management / enterprise software) - confidentially filed, could go public in 2025

• Lendbuzz (AI lending / fintech) - S-1 filed, IPO expected in 2025

• Discord (social / communications) - in exploratory IPO discussions, possibility in 2025

• Klarna (fintech / payments) - has been expected to go public, though plans have been delayed / paused

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