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Why Hedge Fund Consensus Works in Biotech
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1 Articles
Why Hedge Fund Consensus Works in Biotech
Biotech investing is not limited by access to information.It is limited by the ability to make consistently better decisions in a highly uncertain environment. Even deep diligence and strong science often fail to translate into consistent outcomes. This led us to shift away from picking individual winners and toward understanding how experienced biotech investors allocate capital. One pattern stood out: Companies held across multiple top biotech…
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