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Kandungan disediakan oleh TD Securities and TD Cowen. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh TD Securities and TD Cowen atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Biotech Funk, Biotech Slump, Or Biotech Recovery?

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Manage episode 426198855 series 3276203
Kandungan disediakan oleh TD Securities and TD Cowen. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh TD Securities and TD Cowen atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

220 episod

Artwork
iconKongsi
 
Manage episode 426198855 series 3276203
Kandungan disediakan oleh TD Securities and TD Cowen. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh TD Securities and TD Cowen atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

220 episod

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