Peter Mantas - The Potential Opportunity in Life Sciences

Oct 12, 2023

Peter Mantas, Investor at Logos LP, discusses the potential opportunity in the life sciences industry. Topics include the M&A focus, return differences with and without goodwill, efficient data analysis using Delupa, evaluating small and micro-cap companies, and the current state of the market and liquidity. They also explore the potential of cell therapy and the challenges in developing and manufacturing pharmaceutical products. The podcast concludes with a discussion on antitrust regulations, monkey research, investing in life sciences, and balancing high and low expected value stocks.

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Introduction

00:00 • 3min

Using Delupa for Efficient Data Analysis and Insights

02:51 • 2min

Exploring Opportunities in Life Sciences and Small Caps

04:23 • 4min

Analyzing the Market and the Role of Liquidity

07:58 • 2min

Exploring the Potential Opportunity in Life Sciences

09:33 • 1min

Valuation of Preclinical Companies

11:03 • 13min

Profitability and Potential of Compounder Businesses in the Pharmaceutical Industry

24:04 • 10min

Exploring the Potential of Cell Therapy and the Future of Research

34:33 • 2min

Challenges in Developing and Manufacturing Pharmaceutical Products

36:13 • 11min

Valuations and Challenges in Investing

47:15 • 3min

Backlog of Drug Approvals and the Impact on Rare Disease Treatments

50:19 • 5min

Analyzing the Impact of Antitrust Regulations on the Pharma and Biotech Industry

55:33 • 9min

Challenges and Implications of Monkey Research

01:04:22 • 12min

Investing in Life Sciences: Opportunities and Challenges

01:16:13 • 11min

Balancing High and Low Expected Value Stocks

01:27:28 • 8min

Observations on the Market and Gratitude for Contributions

01:35:57 • 2min

Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew to discuss the state of the life sciences industry. Life sciences is an industry that has produced many stocks that generated abnormal returns. We hope to unpack some of the reasons behind those returns in this discussion. For more information on how Peter invests, please see https://podcasts.apple.com/us/podcast/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817 on Apple or https://open.spotify.com/episode/6r003LhN4REFSxYxogPWXH?si=7ApTcSdmRzepl5oW44friw on Spotify.

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Thank you to all the fans. Looking forward to being back and putting some good content in your ears.