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Biotech Sector Performance and Investment Opportunities
The chapter delves into the recent performance of the biotech sector, highlighting emerging value opportunities beyond traditional oncology in areas like immunology, radio pharma, ADCs, and cell therapies. It explores the symbiotic relationship between biotech and pharma companies, detailing the driving factors behind mergers and acquisitions in the industry, including the pursuit of innovative therapies and top-line growth. The discussion also covers the challenges faced by biotech companies, the evolving regulatory environment, and the impact of upcoming events like the election on the investment landscape.