Friday, October 30, 2026

Venture Capital & Private Equity

2 articles

Venture Capital Reclaims Mega-Round Leadership as Tiger Global, SoftBank Pull Back 95%

Venture Capital Reclaims Mega-Round Leadership as Tiger Global, SoftBank Pull Back 95%

Traditional venture capital firms have regained control of $50M+ financing rounds after Tiger Global Management and SoftBank Vision Fund cut their deal count by over 95% since 2021. The 2025 market saw 1,440 companies raise mega-rounds—half the 2021 total—with established VCs capitalizing on AI-wave opportunities while mega-investors retreat from overheated valuations.

ViaNews Editorial Team (Finance)•
Traditional VC Firms Reclaim 80% of $50M+ Deals as Tiger Global, SoftBank Retreat 95%

Traditional VC Firms Reclaim 80% of $50M+ Deals as Tiger Global, SoftBank Retreat 95%

Pure venture capital firms now lead 8 of 10 funding rounds above $50 million, reclaiming dominance from mega-investors who flooded the market in 2021. Tiger Global and SoftBank Vision Fund cut their deal activity by over 95% since peak deployment. The shift marks a return to specialized venture expertise as tourist capital exits.

ViaNews Editorial Team (Finance)•
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What we're seeing
ESMO 2026 Oncology Data Wave Builds Toward Ivonescimab PDUFA, While Micro-Cap Biotech Exits the Market
Late October 2026 is a dense catalyst window led by ESMO 2026. Daiichi Sankyo's DXd antibody-drug conjugate (ADC) programs (DESTINY-Lung04, DESTINY-Breast11, REJOICE-Ovarian01/02, TUXEDO-3), Guardant's 25 abstracts and the PACE-LUNG ctDNA trial all report there. These feed into the FDA's 14 November 2026 PDUFA date for ivonescimab. Large and mid-cap developers with late-stage data and commercial launches (ZEGFROVY, ANKTIVA, MIUDELLA, lorundrostat, duvakitug) are drawing capital and attention. Spago Nanomedical's board decision to seek a Nasdaq First North delisting (EGM 19 November, application 25 January 2027) shows the capital squeeze on early-stage, single-asset names (Tumorad is Phase I).
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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