Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
Hims House
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Navigating Biotech Investing
This chapter chronicles the speaker's journey into biotech investing while balancing a medical career, leading to the establishment of Rare Life Capital. The discussion highlights the challenges faced in managing a hedge fund, particularly in the fast-evolving market for obesity treatment, and the intricacies of specific trading strategies involving companies like HIMSS and Novo Nordisk. Legal risks, personalized dosing implications, and the ethical concerns surrounding pharmaceutical practices are critically examined, emphasizing the complexities of the biotech landscape.
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