Thesis: Consumer Catalyst

Biotechnology Beyond Therapeutics

Special thanks to Jason Kelly, Evan Zhao, Wes Barnett, Sivan Gompers, John Sherwin, Ana Cornell, Hugo Amsellem, Sofia Sanchez, among others for the thoughts.

---

Biotech is undergoing a transformation from a disease business to a product industry. This shift is enabled by a convergence in culture and technology, compounded with structural challenges with the business of disease. The result is a powerful landscape to invest in - easier said than done…

—Andrew Hui & Wes Keelan

---

Read the full research in the PDF attached. As always, we welcome any thoughts or feedback on our research.

Consumerbiotech Demandrew

1.91MB ∙ PDF file

Download

Download

---

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.