Bret Jensen is one of my favorite resources when it comes to biotech investing.
We sat down a few days ago to discuss some of his favorite small cap biotech companies that have near term (mostly 4Q) catalysts.
A quick preview:
- What Bret considers to be an attractive risk/reward scenario in biotech
- Why upcoming catalyts are the name of the game regarding small cap biotech
- The 5 companies Bret sees positive catalysts for in the 4th quarter
- How Bret would work companies like this into a portfolio (ex: position-sizing, etc)
Companies mentioned: Pfizer (PFE), AstraZeneca (AZN), Allergan (AGN), Egalet (EGLT), Synergy (SGYP), Portola (PTLA), Dynavax (DVAX), Cempra (CEMP)
I hope you enjoy the interview.