biotechnology sector
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 24, 2023 by Rod Wong · across every show →
Everything said about biotechnology sector, oldest first
Apr 24, 2023
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…”