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Podcast: The Meb Faber Show - Better Investing
Episode: The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Description: Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion.
In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and companies frozen the past few years. He also explains the different perspectives of venture capitalists and public market investors, the current regulatory environment and how AI may reshape drug development.
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(1:20) Biotech industry overvi...