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biotech investing

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Oct 6, 2022 by Andy Acker · across every show →

Everything said about biotech investing, oldest first

Oct 6, 2022
Insight
Acker: Buy hated biotech companies after trial setbacks if the drug works
“So it's really buying when a company is the most controversial, the most hated, but where you have high conviction that a product really works.”
Andy Acker Oct 6, 2022 ▶ 50:10 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
Oct 12, 2023
Insight
Kuruvilla: A 10% edge in biotech trial forecasting creates outsized alpha
“It's the same thing in our field here, where if you can be even 10% better than the average, then you're going to be an all star because these events tend to be so Dramatic. So companies can go up two or three fold, a hundred percent, 200% moves overnight, or …”
Finny Kuruvilla Oct 12, 2023 ▶ 27:43 Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
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