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An interview with Gil Aharon of Rosalind Advisors, where we discuss his perspective on the macro biotech market. Having run a dedicated life science fund for >10 years, Gil puts today’s difficult biotech market into historical context and offers his opinion on why investors should be optimistic for the future. During the interview, we also discuss two of Gil’s favorite smaller health care names, Verona Pharma and Delcath Systems.
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IMPORTANT - ASSUME BIAS
Treat what you read here as biased. Encode Ideas, LP and its principals may hold positions in any company covered, may have current or past compensated relationships with covered companies, and may be pursuing such relationships. Our analysis is influenced by all of the above - actual positions, current relationships, past relationships, and prospective relationships. Assume errors. Nothing herein is investment advice. See encodelp.com/disclosure for current and past sponsor relationships.
