Episode 71
Biotech Hangout
00:00
The Impact of COVID on the Biotech Market
The speakers discuss the frenzy caused by the COVID trade in the biotech market, with generalist investors flocking to healthcare as a safe haven. They express concerns about companies with high valuations but no real value inflections and discuss the consequences of this frenzy. They hope for a more reasonable number of IPOs per year to avoid excessive exuberance.
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