Re:Value Investing in Life Sciences
by s1artibartfast on Thursday July 02, 2020 @12:40AM
(#23710074)
There is another alternative:
3. Develop deep expertise in regulatory approval and manufacture.
There is where essentially all of big biotech. You then in-source products from firms who cant scale or tolerate the risk. These firms operate at a scale where they don't need external investment. Regulatory capture is the more cynical description of this mode.
3. Develop deep expertise in regulatory approval and manufacture.
There is where essentially all of big biotech. You then in-source products from firms who cant scale or tolerate the risk. These firms operate at a scale where they don't need external investment. Regulatory capture is the more cynical description of this mode.