In a recent episode of the Denatured podcast, Jennifer Smith-Parker, Director of Insights at BioSpace, spoke with Roderick Wong and Stephanie Sirota from RTW Investments about trends shaping the biotech industry. The discussion addressed how changes in the timing of deals around the J.P. Morgan Healthcare Conference may be masking a surge in mergers and acquisitions activity.
The conversation also highlighted shifting investor interest toward therapeutic areas that had previously received less attention. Wong and Sirota explained their investment strategy known as “alpha stacking,” which they believe provides an advantage in identifying promising opportunities within biotech.
The episode included insights from RTW’s recently published book, “Innovation is the Best Medicine.” During the discussion, it was noted: "The views expressed in this discussion by guests are their own and do not represent those of their organizations."
