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Podcast: Investing Experts
Episode: Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma
Description: Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).Episode transcriptsShow Notes:The Role Of AI In PharmaceuticalsKirk Spano's Margin of Safety InvestingBhavneesh Sharma's Vasuda Healthcare AnalyticsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com...