Biotech’s New Cycle, JPM Deal Hype and Where Alpha Still Hides

In this episode of Denatured, Jennifer C. Smith-Parker speaks with RTW’s Rod Wong and Stephanie Sirota how shifting JPM deal timing masks record M&A potential; why oncology, obesity, psychedelics, and neuroscience are attracting fresh capital; and how “alpha stacking” shapes their investment edge in an age of chronic uncertainty. They cover topics discussed in RTW's new book, "Innovation is the Best Medicine."Hosts⁠⁠⁠⁠Jennifer Smith-Parker⁠⁠, Director of Insights, BioSpaceGuestsRoderick Wong, Managing Partner, Chief Investment Officer, RTW InvestmentsStephanie Sirota, Partner, Chief Business Officer, RTW InvestmentsDisclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.