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Biotech and pharma diversification pays off

44 min • 25 januari 2024
Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high price of drugs (20:05).

Show Notes:
CRISPR/Vertex gene editing therapy approved in U.S. for beta-thalassemia
First RSV shots, groundbreaking gene therapy among 2024 drugs to watch
Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
Lilly, Novo Nordisk diabetes drugs see price raises - report

Episode transcripts

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