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Episode 56

Biotech Hangout

00:00

The Role of Indexers in the Healthcare Fund Market

A $750 billion of money is today invested in bioforma. Activism is way up, and this feels to me very much like the situation that we faced in the oil patch in the early 1980s. You can essentially buy bioforma assets very cheaply because companies are trading below cash. There might have been one that you could say imploded last year.

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