Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Biotech Investments
This chapter explores the intricacies of investing in the biotech sector, highlighting the challenges and opportunities presented by its volatility. The speaker shares insights from their journey of building a biotech-focused investment firm, emphasizing innovation driven by genomic advancements and new drug modalities. Key themes include effective team management, the transition from stock picking to lifecycle investing, and the potential for substantial value creation in a challenging market.
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