Value creation in life sciences – 17
In this video, we discuss with Jose, who served as the CEO of Alex Therapeutics and have vast experience in Biotech, about portfolio management and risk taking in the Biotech space.
The questions we discuss are :
- Given the returns of biotechs are power law distributed, given your vast experience, what would you recommend to a biotech company that’s managing a portfolio of products, how should they manage the risks and reward?
- When should a company think to diversify across therapeutics, say one is focussed on cardio, should they get into CNS or others to manage the portfolio?
- Why Portfolio management also requires scaling the company if you decide to diversify into different therapeutic areas or target classes?
- Finally, scaling requires more capital, more resources. How would you make sure you scale well and remain capital efficient?
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