

Reorg Radio Expert View: Conversation with Oaktree’s Aman Kumar
Nov 22, 2023
Aman Kumar, Oaktree's managing director, discusses direct lending in the life science sector, public-to-private transaction opportunities, and Oaktree's private credit strategy. He explores various sub-sectors within life sciences, attractive investment areas like immuno-oncology, and key markets. Kumar explains deal structuring, equity upside participation, leverage complexities, and pricing structure in life sciences lending. He also discusses conservative spending, non-dilutive financing in biotech and bio pharma markets, and the increase in public to private deals in the sector.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Opportunities in High Growth Areas within the Life Sciences Space
03:56 • 3min
Structuring Deals and Equity Upside Participation
06:57 • 2min
Leverage and Pricing in Life Sciences Lending
09:09 • 7min
Conservative Spending and Non-Dilutive Financing in Biotech and Bio Pharma Markets
15:43 • 13min