This podcast episode delves into the intricate world of healthcare investing, featuring insights from Rod Wong and Stephanie Sirota of RTW Investments. They discuss the unique lifecycle of healthcare companies, with an emphasis on the nuanced phases of drug investment, the necessity for diverse skill sets among investors, and the evolving approach of RTW as they adapt to the realities of the sector. The conversation covers funding dynamics, operational challenges, and the regulatory landscape that shapes investment decisions, while also highlighting the importance of identifying undervalued drugs and addressing the public relations challenges within the industry. Ultimately, despite current market fluctuations, there remains a sense of optimism about the future of healthcare innovation and investment.
