Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Rod Wong Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)

Rod Wong Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)

Published: April 24, 2023, 8 a.m.

b'

On today\\u2019s show, we\\u2019ll discuss a continuing empty room \\u2013 an opportunity ignored by most investors because they either don\\u2019t want to or can\\u2019t participate. We\\u2019ve shared conversations under the theme about investing in Venezuela, Africa, CLO equity, tax assets, and biotech. Among them, biotech is a room that just keeps getting emptier, so I thought it would be fun to pay it another visit.
\\xa0
Rod Wong is the founder and Managing Partner of RTW Investments, a life sciences-focused investment and innovation firm of 80 professionals that manages $6 billion in assets.
\\xa0
I had a chance to drop by Rod\\u2019s office in NYC and discuss his background, case for life sciences, investment and business approach, investment process across sourcing ideas, research, probability assessment of binary outcomes, portfolio construction, competition, and outlook.
\\xa0
\\xa0
For full show notes, visit the episode webpage here.\\xa0

Learn More\\xa0
Follow Ted on Twitter at\\xa0@tseides\\xa0or\\xa0LinkedIn\\xa0
Subscribe to the\\xa0mailing list\\xa0
Access Transcript with\\xa0Premium Membership\\xa0
'