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INVESTOR IN THE FAMILY Radio

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Oct 6, 2016

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.

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