Bullish:

• 🟢 $BIOTECH - The biotech sector shows significant potential, particularly in rare disease treatments like SMA, where early intervention can prevent symptoms entirely.
  • “A child born and getting the drug close diagnosis will never show symptoms.” - Dinakar (30:55)
  • “SMA is now becoming this really fascinating area because, suddenly, if you have an idea for a muscle drug, you can actually test an SMA and actually see whether it actually does something because now you've fixed that boat, if you will.” - Dinakar (29:30)
  • “Today, we have all three as approved drugs. So the first was the Biogen sells. The second was gene therapy with AveXis, and the third is Roche, which is just a synergy you take every day. That was incredible luck, I suppose.” - Dinakar (26:31)
• 🟢 $BIIB - 🔒

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Bearish:

• 🔻 $PHARMA - 🔒

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