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Biotech and pharma diversification pays off episode artwork

Jan 25, 2024 44 min

Biotech and pharma diversification pays off

from Investing Experts Hosted by Seeking Alpha

Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high price of drugs (20:05). Show Notes: CRISPR/Vertex gene editing therapy approved in U.S. for beta-thalassemia First RSV shots, groundbreaking gene therapy among 2024 drugs to watch Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets. Lilly, Novo Nordisk diabetes drugs see price raises - report Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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Biotech and pharma diversification pays off

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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo Capital Ideas podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures.

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This episode was published on January 25, 2024.

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