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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606

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Manage episode 518843321 series 1058800
Content provided by The Idea Farm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Idea Farm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion.

In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and companies frozen the past few years. He also explains the different perspectives of venture capitalists and public market investors, the current regulatory environment and how AI may reshape drug development.

(0:00) Starts

(1:20) Biotech industry overview

(18:09) Can you be a quant in biotech?

(25:09) Biotech market cap distribution and benchmark underweighting

(34:47) Addressing biotech volatility, market outlook, and non-pro investing tips

(47:02) Private vs. public biotech investments

(1:01:32) Global biotech markets (China)

(1:09:48) AI and regulatory impact on biotech

(1:21:14) US healthcare spending

(1:33:48) Chris' most memorable investment

-----

Follow Meb on X, LinkedIn and YouTube

For detailed show notes, click here

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Interested in sponsoring the show? Email us at [email protected]

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

-----

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

687 episodes

Artwork
iconShare
 
Manage episode 518843321 series 1058800
Content provided by The Idea Farm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Idea Farm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion.

In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and companies frozen the past few years. He also explains the different perspectives of venture capitalists and public market investors, the current regulatory environment and how AI may reshape drug development.

(0:00) Starts

(1:20) Biotech industry overview

(18:09) Can you be a quant in biotech?

(25:09) Biotech market cap distribution and benchmark underweighting

(34:47) Addressing biotech volatility, market outlook, and non-pro investing tips

(47:02) Private vs. public biotech investments

(1:01:32) Global biotech markets (China)

(1:09:48) AI and regulatory impact on biotech

(1:21:14) US healthcare spending

(1:33:48) Chris' most memorable investment

-----

Follow Meb on X, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at [email protected]

-----

Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

-----

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

687 episodes

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