Talking about Biotech

Roche acquisition of Spark Therapeutics for $4.5bn in February 2019 is a day to remember for many biotech investors. This was one of the blockbuster deals of 2019 that contributed…

As biotech investors, we are always focused on what drug/therapeutic will be a commercial success and whether that success is sustainable. The latter part (sustainable success) is is particularly becoming…

Biotech has been VERY VERY HOT in 2H20 particularly on the back of ARK fund coming in and popularizing the subsector. I am very grate that ARK is investing in…

It has been a long break for me and I have been certainly enjoying it to the max. It is definitely refreshing to actually be able to take time off…

It is pretty amazing - we have seen many biotech leaders and tech leaders. Both are explosive growth industries with charismatic leaders and they are both rapidly re-shaping peoples' lives.…

Like tech, biotech entrepreneurs also have a wide variety of leaderships. However, given that most of the innovative companies often end up getting acquired by larger cap pharmaceutical companies, it…

Having just left an institutional setting, I am now very excited to put together my own portfolio of biotechnology stocks. My goal is to take a similar approach as that…

If there is one biotech-dedicated fund that any healthcare investor would love to try for a seat, it would be Baker Brothers. Despite their unparalleled reputation, track record, and marquee…

Wow October 2020 was a tough month and through election, the market has recovered and then more. A house-divided seems like things are setting up great for growth stocks (read:…

Last time, we touched on why European biotech powerhouses could represent unique investment opportunities for long-term minded retail investors because the investor environment in Europe can be more receptive for…