EPISODE · Oct 21, 2025 · 29 MIN
Biotech’s Next Breakthrough Cycle: Dr. David Sans on Catalysts, Capital, and the Comeback of Innovation
from WTR Small-Cap Spotlight · host Water Tower Research
Send us Fan MailIn this episode of WTR Small-Cap Spotlight, Dr. David Sans, healthcare investment banker, former Novartis oncology researcher, and long-time biotech strategist, joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, for an in-depth discussion on the state of the biotech industry. Together, they explore why optimism is returning to the sector, which technologies and therapeutic categories are leading the rebound, and how investment and IPO trends are shaping the next phase of biotech growth. Discover the bullish underpinnings of The Wall Street Journal article last week titled “Why Biotech’s Rally Can Last This Time”.
What this episode covers
Send us Fan Mail In this episode of WTR Small-Cap Spotlight, Dr. David Sans, healthcare investment banker, former Novartis oncology researcher, and long-time biotech strategist, joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, for an in-depth discussion on the state of the biotech industry. Together, they explore why optimism is returning to the sector, which technologies and therapeutic categories are leading the rebound, and how investmen...
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Biotech’s Next Breakthrough Cycle: Dr. David Sans on Catalysts, Capital, and the Comeback of Innovation
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