4min chapter

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Peter Mantas: Crash Course on Life Sciences & Biotech Investing

Value Hive Podcast

CHAPTER

Clinical Trials

The innovation tax you would have to employ on whatever future cash flows you're modelling for has to be substantially high because of the edet risk. There are over six thousand compounds, which are the most in history in clinical trials right now. And so i don't have to worry too much about patent cliffs and different kinds of mechanisms and technology that are going to ocanow wipe the indication,. In indifferent way. Lo there's many times wen smeon goes to face three, and then it probablyisisis is two or three busts away from being a public company. So thit's another big I think yo don't need to go down that far en route to finding interesting

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