Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma
Update: 2024-10-06
Description
Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10 ). Understanding investment potential and unmet medical needs (11:10 ). CRISPR technology, gene editing disappointment (17:00 ). How AI is revolutionizing drug discovery (30:20 ). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35 ).
Episode transcripts
Show Notes:
The Role Of AI In Pharmaceuticals
Kirk Spano's Margin of Safety Investing
Bhavneesh Sharma's Vasuda Healthcare Analytics
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Episode transcripts
Show Notes:
The Role Of AI In Pharmaceuticals
Kirk Spano's Margin of Safety Investing
Bhavneesh Sharma's Vasuda Healthcare Analytics
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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