This week we have the one and only Peter Mantas of Logos LP.
This episode is the second time we solely focused on life sciences and the Biotech space. Peter explains how much the biotech and life sciences industry has change since the last time we spoke all the way back in February. He explains why Big Pharma might have a golden age, how to value the pipeline for some pharmaceuticals companies, gaging probabilities, what is bioprocessing, who are the C players and more!

[0:00] What has changed since February?
[10:30] The Golden Age of Big Pharma
[18:00] The possible next big Pharma player
[25:00] How to value the pipeline?
[30:00] Gaging Probabilities
[33:00] Strong Barriers to Entry
[43:00] Who are the C players?
[49:00] Management Teams
[52:00] What is Bioprocessing?
[1:09:00] LLY’s Relative Strength
[1:16:00]Twitter Questions

If you enjoyed this episode, go follow Peter on Twitter @Logos_LP.

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Peter Mantas: Life Sciences Deep Dive (Part 2)

Value Hive Podcast

Peter Mantas: Life Sciences Deep Dive (Part 2)