In this episode of Denatured, Jennifer C. Smith-Parker speaks with RTW’s Rod Wong and Stephanie Sirota how shifting JPM deal timing masks record M&A potential; why oncology, obesity, psychedelics, and neuroscience are attracting fresh capital; and how “alpha stacking” shapes their investment edge in an age of chronic uncertainty. They cover topics discussed in RTW’s new book, “Innovation is the Best Medicine.”
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In this Denatured episode, Jennifer C. Smith-Parker talks with RTW’s Rod Wong and Stephanie Sirota about how changes in JPM deal timing may obscure a wave of record M&A activity; the renewed investor focus in previously overlooked therapeutic areas; and how their “alpha stacking” approach offers an investment edge. The conversation also draws on insights from RTW’s new book, “Innovation is the Best Medicine.”
Host
Jennifer Smith-Parker, Director of Insights, BioSpace
Guests
Roderick Wong, Managing Partner, Chief Investment Officer, RTW Investments
Stephanie Sirota, Partner, Chief Business Officer, RTW Investments
Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.
