Peter Mantas: Life Sciences Deep Dive (Part 2)

<p>This week we have the one and only Peter Mantas of Logos LP.<br> 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!</p> <ul> <li>[0:00] What has changed since February?</li> <li>[10:30] The Golden Age of Big Pharma</li> <li>[18:00] The possible next big Pharma player</li> <li>[25:00] How to value the pipeline?</li> <li>[30:00] Gaging Probabilities</li> <li>[33:00] Strong Barriers to Entry</li> <li>[43:00] Who are the C players?</li> <li>[49:00] Management Teams</li> <li>[52:00] What is Bioprocessing?</li> <li>[1:09:00] LLY’s Relative Strength</li> <li>[1:16:00]Twitter Questions</li> </ul> <p>If you enjoyed this episode, go follow Peter on Twitter <a href="https://twitter.com/logos_lp" target="_blank">@Logos_LP.</a></p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more