Navigating the Trough: Investment Strategy for the CRO & Biotech R&D Sector Turnaround

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

I. Executive Summary: The Great R&D Reset The Contract Research Organization (CRO) industry is in the late stages of a cyclical downturn, precipitated by a severe contraction in biotech funding that began in 2022 and persisted through the first half of 2025. This “biotech winter” was a direct consequence of a fundamental shift in the […]

Episode metadata supplied by the publisher feed · Published Aug 27, 2025

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Navigating the Trough: Investment Strategy for the CRO & Biotech R&D Sector Turnaround

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