biotechnology

4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 24, 2023 by Rod Wong · across every show →

Everything said about biotechnology, oldest first

Apr 24, 2023 bullish
Assertion Not checkable as stated
Wong: Biotech has more than tripled its mature drug production modalities
“We've more than tripled the number of technologies That you can produce drugs from, and that list I just kind of rattled off, that's not science fiction. The only things I've named are things that have proven themselves mature enough to actually have drugs com…”
Rod Wong Apr 24, 2023 ▶ 13:18 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Apr 24, 2023
Insight
Wong: Biotech multi-baggers require multi-stage support over roughly five years
“When you think about what actually drives the business or the returns of the funds, it is finding things early when they're misunderstood or simply no one's paying attention, doing the work, getting convicted, and then supporting it along multiple steps, stage…”
Rod Wong Apr 24, 2023 ▶ 28:03 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Apr 24, 2023 bullish
Prediction Not checkable as stated
Wong: Biotech innovation boom will drive drug development for decades
“I think it's those two factors that are driving the boom, and I think, you know, it should be a couple decades at least of then improving these modalities, utilizing the information, and just getting a lot more drugs developed.”
Rod Wong Apr 24, 2023 ▶ 13:36 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Oct 12, 2023 positive
Insight
Kuruvilla: Biotech innovators can impact 10x-100x more patients than individual clinicians
“If you want to really be able to maximize your ability to affect patients, Then moving over to something on the, say the biotech or pharmaceutical side, you're actually more likely to have a shot to actually impact an order of magnitude or two more than you wo…”
Finny Kuruvilla Oct 12, 2023 ▶ 10:23 Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
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