Apr 24, 2023
On today’s show, we’ll discuss a continuing empty room – an
opportunity ignored by most investors because they either don’t
want to or can’t participate. We’ve shared conversations under the
theme about investing in Venezuela, Africa, CLO equity, tax assets,
and biotech. Among them, biotech is a room that just keeps getting
emptier, so I thought it would be fun to pay it another
visit.
Rod Wong is the founder and Managing Partner of RTW
Investments, a life sciences-focused investment and innovation firm
of 80 professionals that manages $6 billion in assets.
I had a chance to drop by Rod’s office in NYC and discuss his
background, case for life sciences, investment and business
approach, investment process across sourcing ideas, research,
probability assessment of binary outcomes, portfolio construction,
competition, and outlook.
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