The Cost of Capital Regime | Ep. 968
Why Biotech M&A Is Being Rewritten in Real Time
Hello Avatar! Welcome to another week of biotech analysis. Today’s commentary, as always on Thursday, focuses on the general market update. For the week the XBI was up +1.25% and now sits at +1.6% year-to-date. This week confirmed the playbook. Biotech can rally and capital can return quickly, but funding is flowing to companies with clean catalysts and…
