Marketplace Roundtable #44: Biopharma Investing With Avisol Capital Partners

Dr. Ashok Dutta of Avisol Capital Partners joins the Marketplace Roundtable podcast to discuss his approach to investing in biopharmaceutical stocks, as plays out on his Marketplace service, The Total Pharma Tracker . Avisol has two styles: On the one hand a long-term buy and hold strategy with active monitoring and profit taking. On the other, a non-algorithmic, short-term momentum trading model supported by fundamental data and catalyst. "We believe in moderate risk taking," says Dutta. Over more than two decades of investing, Dutta has learned to carefully balance rules with his instincts. He calls this "a healthy mix of rule-bound investing with smart improvisations when required." Topics Covered: 2:00 minute mark - Description of investing strategy 4:45 - What's exciting in the drug pipeline and how do you do your analysis? 8:45 - Lessons learned 11:00 - Why do these stocks sell off after an approval? 12:00 - Favorite stocks ( AMRN )( ODT ) 21:00 - Additional recommendations ( VKTX ) ( ASND ) 24:00 - What gives you confidence in your approach?

You can listen to Marketplace Roundtable #44: Biopharma Investing With Avisol Capital Partners online on Radio and Podcast. Open the player on this page to stream the available audio.

Marketplace Roundtable #44: Biopharma Investing With Avisol Capital Partners is an episode from SA Marketplace Roundtable.

This episode is 26:43 long.

This episode was published on Aug 5, 2019.

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