Nucleate Podcast Decoding the Future: Data, AI, and Biotech with Joe Horsman, Madrona Ventures
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Sep 18, 2025 In this engaging conversation, Joe Horsman, an investor at Madrona Ventures, shares his fascinating journey from academia to venture capital. Growing up in Seattle ignited his scientific passion, leading to a PhD in biochemistry. Joe discusses key lessons from his roles at NanoString and Stratos Genomics, including the significant cultural shifts post-Roche acquisition. He delves into how AI is transforming drug development and what it takes to succeed in biotech today, emphasizing the importance of differentiation and building relationships.
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How Stratos Sequencing Worked
- Stratos's chemistry copied DNA into an expanded reporter molecule for high‑signal nanopore reads.
- Joe recounts the long development and the eventual Roche acquisition during the pandemic.
Democratizing Diagnostic Sequencing
- Faster, modular sequencing shifts diagnostics from batch labs to near‑patient workflows.
- That can enable quicker clinical decisions and more personalized treatment pathways over time.
From Startup To Big Pharma
- After Roche acquired Stratos Joe stayed two years and helped integration while feeling the tradeoffs of scale.
- He learned from Roche's long-term view but missed startup speed and returned to early‑stage work at Madrona.