
Episode 62
Biotech Hangout
00:00
What Is Happening on the M and A?
There's been quite a lot of activity across the portfolio. I believe I forget seven or eight M and A exits in the last year and a half. The reason is from pharma to transact. There is a scarcity of clinical stage assets that they could acquire, which could make a difference on their P and L. John Othello: directionally points to best in class and first in class molecules in areas of severe and need command again, even higher premium for the strategic buyers.
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