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.
