Investment Week’s Alex Rolandi asks Dallas Webb, portfolio manager at BB Biotech, what the future holds for biotechnology, how Covid-19 has played a role in accelerating adoption of emerging therapies, and what some of the most exciting developments are in the sector.
How has Covid-19 impacted healthcare/biotech from an investment point of view? Has it led to more widespread use of biotech (mRNA) through vaccines? If so, could global Covid vaccination efforts pave the way for increased adoption of other emerging therapies set to revolutionise healthcare? Yes, Covid has impacted the sector on many levels. Notably, clinical trial enrolment timelines have seen delays and some marketed products are facing headwinds given more difficulties in face-to-face sales meetings with physicians. On the other hand we have also been very impressed with how the sec...
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