Episode Details
| Title | Reopening the Economy |
|---|---|
| Date | 4/30/2020 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $PHARMA - The unprecedented scale of COVID-19 clinical trials suggests a positive outlook for pharmaceutical companies involved in treatment research.
- “There are 440 listed clinical trials, either planned or underway. I find that astonishing. I mean, there are a lot of diseases out there for which there are fewer than a dozen, so there's a huge rush for this.” - Barry (23:22)
- 🟢 $BIOTECH - 🔒
- 🟢 $HC - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $HOSP - 🔒