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Biotech Funk, Biotech Slump, Or Biotech Recovery?

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Manage episode 426198855 series 3276203
Innhold levert av TD Securities and TD Cowen. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TD Securities and TD Cowen eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses how managements and boards are adapting to the new reality wherein capital is expensive and scarce, and describes what the buyside gets right and wrong about biotech investing.

https://go.td.com/PodcastDisclosure

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257 episoder

Artwork
iconDel
 
Manage episode 426198855 series 3276203
Innhold levert av TD Securities and TD Cowen. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TD Securities and TD Cowen eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses how managements and boards are adapting to the new reality wherein capital is expensive and scarce, and describes what the buyside gets right and wrong about biotech investing.

https://go.td.com/PodcastDisclosure

  continue reading

257 episoder

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