believe early stage biotech companies are a gamble. As a result, most managers
avoid the industry entirely or employ a diversified basket approach for
exposure, hoping that a few big winners can offset losing positions. We believe
a better approach exists to capitalize on the exciting opportunity-set in
therapeutics over the next decades. The central pillar of our biotech
investment philosophy at Driehaus is the observation that markets
systematically misprice the probability of success in development stage biotech
companies, and this inefficiency can be repeatably and sustainably exploited.
By focusing on the key determinants of a product’s ultimate success (biology
and clinical strategy), we believe an opportunity exits to “count cards.”
Join us for a
discussion of the framework Mike and his team developed over the last decade
for investing in the biotech industry. We’ll also share views on where we
believe opportunities and risks lie going forward, as well as the significant
impact we believe genomics will have on how healthcare is delivered in the
To view the speaker's bio - click here!
Madison Club5 East Wilson StreetMadison, WI 53703
To register - click here!Please register by Friday, November 8th.
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