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Episode 52

Biotech Hangout

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The Better Mouse Trap Theme in Biotech in 2023

A theme that you know has been of interest to me in biotech lately is the better most trap theme companies coming up with better ways to address validated targets. We're seeing this throughout hokology we're seeing it in an in-nology we're starting to see it in neurology and beyond in indendrochronology. It's very interesting because you've got low risk targets and if you've got better drugs for the low risk targets then you're potentially in the low risk high reward type situation. The caveat though is that when there is a winner there may also be a loser and you know who's who's got an existing mouse trap drug that may be vulnerable to a better

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