Biotech is Crowded | Ep. 686
Its not a Pipeline, Its a Pileup
Hello Avatar! Welcome to another week of biotech analysis. Today’s commentary is as always on Thursday focused on the general market update. For the week XBI was UP +1% and remains green at -11% for the year. Today we unpack one of the most quietly destabilizing trends in biotech: the slow erosion of target novelty. As capital has become more cautious a…
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