Capital Allocators – Inside the Institutional Investment Industry Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
Jul 15, 2021
Eli Casdin, Founder and CIO of Casdin Capital, and Joel Wittenberg, former CIO of the W.K. Kellogg Foundation, dive into the world of life sciences investments. They discuss the transformative power of biotech and the strategic relationship between diagnostics and therapeutics. Eli shares insights on evaluating company management and private market strategies, while also exploring the game-changing role of AI in drug development. Their conversation highlights the promising growth in this sector and the evolving dynamics of the investment landscape.
AI Snips
Chapters
Transcript
Episode notes
Casdin's Early Exposure to Biotech
- Eli Casdin's father, an early cable TV investor, became a biotech analyst and fund manager.
- This upbringing exposed Casdin to biotech investing from a young age, shaping his career path.
Transformative Technologies in Biotech
- Casdin observed that changing technologies would increase predictability and productivity in the biotech industry.
- This insight led him to publish "The Dawn of Molecular Medicine" and start Casdin Capital.
Casdin's Biotech Thesis
- Casdin's thesis predicted improved diagnostics, precision medicine, and cell therapy advancements due to decreasing costs in molecular biology analysis.
- This insight stemmed from extensive interviews with industry experts and leaders.