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Biotech Funk, Biotech Slump, Or Biotech Recovery?

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Manage episode 426198855 series 3276203
Indhold leveret af TD Securities and TD Cowen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af TD Securities and TD Cowen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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248 episoder

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Manage episode 426198855 series 3276203
Indhold leveret af TD Securities and TD Cowen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af TD Securities and TD Cowen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

248 episoder

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