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Business Breakdowns

RTW: Investing across Healthcare - [Business Breakdowns, EP.184]

Sep 27, 2024
01:06:57
Snipd AI
Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer at the same firm, explore the unique landscape of healthcare investing. They dive into the complex three-phase lifecycle of drug investments, emphasizing the need for specialized knowledge. The conversation also touches on the promise of gene therapy and its emotional impact. They discuss the challenges faced by pharma companies post-COVID and the cyclical nature of M&A in healthcare, revealing optimism amidst recent market shifts.
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Podcast summary created with Snipd AI

Quick takeaways

  • The healthcare investment sector operates within a complex product lifecycle, requiring comprehension of its distinct phases to form effective strategies.
  • Navigating drug development involves recognizing high failure rates and projecting potential revenues, emphasizing the need for specialized insights.

Deep dives

Hiring a Critical Role in Media

A major hiring initiative is underway for an editor-in-chief at Colossus, signifying its commitment to enhancing its media platform. The selected individual will play a pivotal role in shaping content across existing shows such as 'Invest Like the Best' and 'Founders', and will also contribute to an upcoming print publication. Colossus aims to establish itself as a leading media company focused on uncovering valuable insights in business and investing, a mission that requires a candidate with both a passion for these topics and the operational skills to execute effectively. This role is considered a significant opportunity for professional development in the field.

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