Episode Details
| Title | Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.427] |
|---|---|
| Date | 6/15/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $BIOTECH - The biotech sector, particularly in rare diseases like SMA, shows significant potential with a multi-billion dollar market and successful drugs from major companies.
- “Amazingly, today, the SMA drug market, I think, is high single digit billions, and it's a top three drug for Roche, Novartis, and Biogen.” - Dinakar (22:44)
- “Today, we have all three as approved drugs. So the was the Biogen cells. The was gene therapy with AveXis, and the is Roche, which is just a synergy you take every day.” - Dinakar (27:57)
- 🟢 $BIOGEN - 🔒
- 🟢 $RAREDISEASE - 🔒
- 🟢 $ROCHE - 🔒
- 🟢 $NOVARTIS - 🔒
Bearish:
- 🔻 $TRADPHARMA - 🔒