Today, I'm pulling back the curtain a bit and sharing my not-so-scientific, yet effective approach to picking biotech winners - what I like to call the "Blunt Force Logic." 💡
First things first, I'm not a scientist, no medical school under my belt. Instead, I rely on serious logic applied to biotech investments. I'll start by walking you through the phases of clinical trials - phase one, phase two, and phase three.
🔬 Phase one is all about safety in a small population. Phase two adds efficacy testing, making sure it works. And phase three? It's all about substantial efficacy, testing different dosing regimens among various subpopulations.
Avoiding big, crazy risks is my game. Did you know that out of a hundred drugs starting phase one trials, only 20 make it to phase three? That's why I steer clear of phase one investments. My sweet spot? Late phase two to early phase three - where results are already in, and trials are well designed.
But here's the kicker - I love it when a small biotech is taking on a giant in a big market, like Pfizer or Glaxo. Picture this: a tiny biotech creating a better drug than a big pharma giant's franchise. If successful, the giant has to make a move - buy the biotech or risk losing their market share.
Now, my final secret ingredient - a strong strategic partner. Since I'm no scientist, I lean on these big players to validate the science. They've invested money, sent in their scientists, and given the green light. It's my way of ensuring the science is real.
So, to sum it up: avoid phase one, late phase two to early phase three is the sweet spot, focus on big market oncology, and find a strategic partner backing the biotech.
This three-step system might not be the fanciest, but hey, it's been our ticket to success at Biotech Insider. Check out our track record - the results speak for themselves. Thanks for tuning in, and here's to smart investing! 🚀🧬
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11 дек 2023
