Biotechnology Sector
topic on 1 show · 1 statements across 1 episodes
1 statements about Biotechnology Sector, every show
Wong: Biotech positions above 5% require commercial revenue support
“So we'll have larger positions that are five to 10% plus of the portfolio. That must mean that those larger positions have some kind of base business value support. They sell a drug on the market, and we're playing for the second drug. And then you have a numb…”