Jonathan Faison, of the ROTY Seeking Alpha Marketplace service, first started exploring the biotech space a decade ago. He emphasizes a focus on preserving capital by limiting position sizes and picking stocks that have multiple "irons in the fire". What follows is a wide-ranging discussion on investing in the biotech space - both broadly and with specific examples currently playing out.
Topics Covered:
1:45 - How Jonathan first got interested in the biotech sector 3:00 - Jonathan's investing approach - exploiting catalyst and revaluation opportunities 7:15 - Identifying new biotech investing opportunities 9:15 - How much medical/science background is needed for investing in biotech? 12:30 - Defending against risk in a volatile sector 18:45 - The current 12-month outlook for biotech 20:00 - Possible affect on biotech share prices of government attempts to curb drug prices 21:45 - Exciting sub-sectors within the biotech space 22:50 - Can "novices" succeed in the biotech investing space? 24:00 - The long case for ArQule (ARQL) 29:10 - The long case for KalVista Pharmaceuticals (KALV)