The $300M Wake-Up Call (part 2): Measuring the Gap°

Three of biomaterials' highest-funded companies ceased operations between 2023-2025. Using a 61-company dataset, I developed the Commercial Readiness Compass to measure the Gap° between what companies claim and what they can prove. Five archetypes emerged, revealing how companies that maintain alignment between story and proof retain credibility, while those whose visibility outpaces verification experience existential collapse.