Peter Mantas - The Potential Opportunity in Life Sciences

Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew to discuss the state of the life sciences industry.  Life sciences is an industry that has produced many stocks that generated abnormal returns.  We hope to unpack some of the reasons behind those returns in this discussion.  For more information on how Peter invests, please see https://podcasts.apple.com/us/podcast/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817 on Apple or https://open.spotify.com/episode/6r003LhN4REFSxYxogPWXH?si=7ApTcSdmRzepl5oW44friw on Spotify.   Sponsor Info: ⁠⁠⁠Daloopa⁠ ⁠⁠is founded by a former hedge fund analyst to bring simplicity into the investment process. ⁠⁠⁠Daloopa ⁠⁠⁠offers an AI driven single source for all company reported data, and allows for investment teams to ake the most informed decisions in the shortest amount of time. ⁠⁠⁠Daloopa ⁠⁠⁠scales the velocity of an investment team’s idea gen. Analysts spend less time locating and manually inputting meaningful disclosures into Excel and more time synthesizing in the minutes after the print. ⁠⁠⁠Daloopa ⁠⁠⁠captures data from all company reported sources, including from footnotes, MD&As, and investor presentations. Our data sheets include GAAP to non-GAAP adjustments, guidance, and all company specific KPIs. Each datapoint is auditable to the source for easy verification and accuracy. ⁠⁠⁠Daloopa’s ⁠⁠⁠Excel plugin can also update your existing models for the latest quarter in just a single click. Bulge-bracket banks and major multi-managers are trusting ⁠Daloopa ⁠for use in initiating coverage, building and maintaining industry dashboards, and keeping their models up to date. Visit ⁠⁠⁠⁠Daloopa.com/BusinessBrew⁠⁠⁠⁠ to create a free account and learn more about how ⁠⁠⁠Daloopa ⁠⁠⁠can help increase your team’s speed to differentiated insight. Thank you to all the fans.  Looking forward to being back and putting some good content in your ears.