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Jonathan Poyer

Biotech Correlation To the 10-Year: Broken in 2024...Will it Stay That Way?

Updated: Apr 11




Tech is at all time highs and NVIDIA is creating crazy new market cap records every quarter. So....what is going on with Biotech? Can it catch up?



In this video, we cover a number of topics:


  • Where is biotech in contrast to tech/AI?

  • Are we breaking out of the all-time drawdown we have seen over the past 13 quarters?

  • M&A Updates:

    • Gilead & Cymabay

    • Cytokinetics

    • Morphosys

  • PIPE & Secondary Market Transactions

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