This month, Peter Kolchinsky of RA Capital joins Greg to discuss biotech innovation and investment strategy, and where science will take society next.
In this episode of the FEG Insight Bridge Podcast, Greg Dowling speaks with Peter Kolchinsky, Managing Partner at RA Capital. Together they delve into the drivers and details of today’s biotech industry, how to foster innovation and why Peter is optimistic about biotech’s ability to address autoimmune disorders. Peter shares RA Capital’s investment approach, which emphasizes patience, rigor and selectiveness across healthcare and life science sectors.
Listen to an insightful, actionable discussion on the forces shaping biotech investing today and likely to shape it tomorrow.
Key Takeaways:
0:00 | Podcast Introduction |
1:17 | Introduction to RA Capital |
2:13 | Inspiration for Biotech Investing |
5:28 | Today's Biotech Opportunity |
7:53 | Benefits of Active Management |
9:23 | Defining the Biotech Investment Universe |
10:35 | As a Sector Specialist, How Do You Look at Biotech Companies Differently? |
14:05 | Big Pharma's Impact on Biotech M&A |
19:14 | What is Tech Atlas? |
23:04 | The Tech Atlas Process in Action |
26:36 | How Federal Policy is Shaping Healthcare Regulation and Drug Approvals |
30:55 | Outlook and Why RA Capital Remains Optimistic |
34:41 | Biotech Book Recommendation and Peter's Fun Fact |