Marketplace Roundtable #40: The Science Of Biotech Investing With Bhavneesh Sharma

On the latest Marketplace Roundtable Podcast, Bhavneesh Sharma sits downs to discuss his background as a practicing M.D. and how it gradually morphed into the approach to biotech investing he espouses at Vasuda Healthcare Analytics , the Seeking Alpha Marketplace service he founded in 2016. Dr. Sharma's earliest attempts at profiting - via stock market investing - off of the knowledge he acquired through his direct work in the biotech and healthcare space were largely failures. Rather than give up, he found his passion to succeed as a biotech investor refused to dissipate and so he began commuting weekly from Boston, where he was a practicing doctor, to Manhattan to get an MBA in Finance from NYU's Stern School of Business. The result was a unique and highly qualified perspective to his analysis of companies and therapies with the biotech space, offering that rare blend of expertise in both the science and business analysis sides of biotech investing. The conversation that follows touches on the many aspects of how Bhavneesh builds an investing thesis, including insights into where his analysis is leading him to 'go long' today. Topics covered 2:00 - Beginnings - Developing a truly unique biotech investing background and skill set 8:45 - How much science/medicine does one need to know to be a successful biotech investor? 16:00 - Bhavneesh's main areas of focus within the biotech space. Stocks covered include: Amgen ( AMGN ), CRISPR Therapeutics ( CRSP ) and Iovance Biotherapeutics ( IOVA ) 30:00 - Taking a step back: Developing a process for recognizing inflection points on a sector-wide basis 44:15 - Bhavneesh's current top picks: CRISPR Therapeutics( CRSP ), Editas Medicine ( EDIT ) and Moderna ( MRNA )

You can listen to Marketplace Roundtable #40: The Science Of Biotech Investing With Bhavneesh Sharma online on Radio and Podcast. Open the player on this page to stream the available audio.

Marketplace Roundtable #40: The Science Of Biotech Investing With Bhavneesh Sharma is an episode from SA Marketplace Roundtable.

This episode is 50:40 long.

This episode was published on Jul 8, 2019.

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