Capital Allocators – Inside the Institutional Investment Industry

Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)

Apr 24, 2023

Rod Wong, Founder and Managing Partner of RTW Investments, shares his insights on the often-overlooked opportunities in biotech. He discusses his unique journey from aspiring doctor to leader in life sciences investment. The conversation dives into navigating the volatility of biotech, the importance of innovation like genomic advancements, and the strategic shift from stock picking to lifecycle investing. Wong also emphasizes effective communication and team dynamics as keys to success in this competitive field.

58:45

Creator website

Episode guests

Rod Wong

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Episode notes

Intro

5min

A Journey Through Science and Economics

3min

Navigating Biotech Investments

14min

Enhancing Communication and Project Management in Biotech

2min

Navigating Biotech Investments

13min

Navigating the Biotech Landscape

19min

The Value of Planning, Passion, and Teamwork in Entrepreneurship

4min

On today’s show, we’ll discuss a continuing empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. We’ve shared conversations under the theme about investing in Venezuela, Africa, CLO equity, tax assets, and biotech. Among them, biotech is a room that just keeps getting emptier, so I thought it would be fun to pay it another visit. Rod Wong is the founder and Managing Partner of RTW Investments, a life sciences-focused investment and innovation firm of 80 professionals that manages $6 billion in assets. I had a chance to drop by Rod’s office in NYC and discuss his background, case for life sciences, investment and business approach, investment process across sourcing ideas, research, probability assessment of binary outcomes, portfolio construction, competition, and outlook. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

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