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In this episode of Denatured, Jennifer C. Smith-Parker speaks with RTW’s Rod Wong and Stephanie Sirota how shifting JPM deal timing masks record M&A potential; why oncology, obesity, psychedelics, and neuroscience are attracting fresh capital; and how “alphastacking” shapes their investment edge in an age of chronic uncertainty. They cover topics discussed in RTW's new book, "Innovation is the Best Medicine."

Hosts⁠⁠⁠

⁠Jennifer Smith-Parker⁠⁠, Director of Insights, BioSpace

Guests

Roderick Wong, Managing Partner, Chief Investment Officer, RTW Investments

Stephanie Sirota, Partner, Chief Business Officer, RTW Investments

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

Biotech’s New Cycle, JPM Deal Hype and Where Alpha Still Hides

BioSpace

Biotech’s New Cycle, JPM Deal Hype and Where Alpha Still Hides