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12 results for “biotech”
...biotech, that's what I mean. Other people think it refers to biologics, and it's true.
7:30 / 8:31
from transcript7:30 – 8:31
...Biotech, they are trying to cure cancer, make us thinner. Obviously, clip ones have become a big thing.
5:22 / 6:21
from transcript5:22 – 6:21
...and pharma, I use those terms interchangeably. It's really semantics,
4:33 / 5:36
from transcript4:33 – 5:36
...biotech paradox. One fifth of public biotech companies are trading below their cash balances. Sea brands have hit record lows. The industry spends 2,000,000,000 per approved drug and that number keeps climbing. And yet, we're designing antibodies fro
0:36 / 1:45
from transcript0:36 – 1:45
...stock. Is are you insane to try to invest in biotech if you don't have PhD level understanding of biology? Like, can anyone have alpha in this industry if they don't actually know science? I think it's tough. Yeah. Seems very tough to me. Look. Yeah.
35:12 / 36:22
from transcript35:12 – 36:22
...I say biotech, that's what I mean. Other people think it refers to biologics, and it's true. The original biotechs like Genentech were focused on biologics. So it's understandable that some people would associate biotech with biologics. And that's a
8:14 / 9:19
from transcript8:14 – 9:19
...startups, which are the ones supplying the drugs, biotech startups now make two thirds of the drugs that go to market, we have this,
14:08 / 15:27
from transcript14:08 – 15:27
...biotechs. Here, you can see they're at 357. These are all in the Russell 2,000, by the way. So, right, huge percentage of small cap stocks are are biotech. But they're tiny. The, average market cap is the smallest by far of any industry. And most com
15:51 / 16:53
from transcript15:51 – 16:53
...biotech. Most biotech companies never make money. Most biotech companies exist to be externalized r and d for big pharma to take an idea or an asset, bring it to a value inflection point. You see some efficacy. You show it's safe. You have a compound
6:00 / 7:02
from transcript6:00 – 7:02
...companies exist to be externalized r and d for big pharma to take an idea or an asset, bring it to a value inflection point. You see some efficacy. You show it's safe. You have a compound. The compound seems like it makes sense, and then sell it to b
27:45 / 28:55
from transcript27:45 – 28:55
...Biotech, specifically, of all the things in investing, biotech, strikes me as this whole different world than the rest of, like, investing. You know, when I think of, like, a software company, it's like, oh, okay. Well, they've accumulated these clie
9:00 / 10:04
from transcript9:00 – 10:04
And that was a technology that had never been in humans before. And in such a short period of time, it's like, wow, a whole new modality that we now have at our disposal. And a few years before that, we had the first human cell therapies where we're
28:35 / 29:38
from transcript28:35 – 29:38
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