Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the Biotech industry is experiencing at the moment, he shares the different business models that exist in Biotech, we dive a little bit into the pick and shovels of the Biotech industry such as West Pharmaceutical and Charles River Laboratories, how he researches Biotech and the bull case for ClearPoint Neuro Inc ($CLPT).
Check out the time-stamp below:
- [2:00] What is happening to Biotech?
- [15:00] Charles River Laboratories International ($CRL)
- [20:00] West Pharmaceutical Services ($WST)
- [25:00] ClearPoint Neuro Inc ($CLPT)
- [28:00] Where to find Biotech Opportunities?
- [31:00] What is Neuralink?
- [35:00] Which Business Model is the Most Profitable?
- [42:00] How to Research Biotech?
- [1:03:00] How to build a Biotech Portfolio?
- [1:14:40] Most Common Questions in Biotech
- [1:19:00] More from Peter Mantas and Closing Questions
If you like what you heard, follow Peter on Twitter @Logos_LP.
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