Wong: RTW applies value investing frameworks to binary biotech development
Rod Wong · Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310) · Apr 24, 2023 · at 31:11
Rod Wong, founder of RTW Investments, explains how his firm adapts value investing principles to development-stage biotechnology.
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“We're fundamentally value oriented and we are looking for asymmetric risk reward. The trick is that you have to overlay that we live in a probabilistic business or one that's binary.”
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