biotech industry

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Mar 25, 2019 by Jordi Visser · across every show →

Everything said about biotech industry, oldest first

Mar 25, 2019 neutral
Assertion Supported
Biotech underperformed tech and matched the S&P 500 over five years
“It's interesting that if you go look at the biotech industry relative or any of the small cap biotech industries relative to the NASDAQ or relative to the S&P, they've underperformed the NASDAQ, so they've underperformed tech the last four or five years. They'…”
Jordi Visser Mar 25, 2019 ▶ 1:09:32 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Mar 7, 2022 negative
Assertion Contradicted
Lamont: By 2000 there were 3,000 public biotech companies and 5 approved products
“That there were 3000 public biotech companies, and only five approved products.”
Annie Lamont Mar 7, 2022 ▶ 14:36 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
Apr 24, 2023 bearish
Assertion Supported
Wong: Biotech is in its second-deepest and second-longest bear market ever
“So we are 18 months into a biotech bear market that's the second worst Correction in the history of the industry, right? The first being the obvious one, the genomics bubble bursting in 2000 to 2003. It's second longest, second deepest.”
Rod Wong Apr 24, 2023 ▶ 11:26 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
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