RTW: Investing Across Healthcare

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Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:07:50) Phases of Healthcare Product Lifecycle

(00:09:03) Challenges and Opportunities in Biotech

(00:14:01) Investment Strategies in Healthcare

(00:16:47) The Evolution of RTW and Team Structure

(00:20:11) Public and Private Market Dynamics

(00:26:24) Gene Therapy: A Case Study

(00:33:08) Future of Healthcare Innovation

(00:46:11) Global Biotech Landscape: US Dominance and International Opportunities

(00:48:29) Big Pharma Winners and Losers: A Decade in Review

(00:51:11) Impact of the Inflation Reduction Act (IRA) on Drug Development

(00:54:55) Regulatory Changes and Their Impact on Innovation

(01:10:08) M&A in Biotech: A Critical Component for Success

(01:15:57) GLP-1 Drugs: Market Impact and Future Prospects

(01:20:38) Current Biotech Market: Opportunities and Future Outlook