biotech comeback in 2022 let's bring in |
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michael what changes for biotech in 2022 |
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right it was a very tough year in 2021 |
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nonetheless i think there's two reasons |
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2022 first is the fact that you just |
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multiple years in the past 10 years |
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where we also had 18 20 |
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back 35 to 40 |
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rotation the second thing i think you |
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30 40 percent but you see pharma |
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companies with over 400 billion dollars |
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MONEY
400 billion dollars
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about like biogen so check that one out |
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second but also in the smith caps where |
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could be a takeout argenex is one of |
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companies yeah i think vertex is one of |
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one specifically in the context of a |
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six weeks i know the stock has moved up |
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from about 185 to about 220 |
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this was a stock trading at 262.80 |
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up 250 260 over the course of the year |
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the other one which we've been talking |
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down 35 percent this year had nothing |
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receptivity and appetite for 2022. yeah |
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down about 36 or so over the year |
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specifically which was up what 140 |
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happen well reflected in the 105 billion |
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rotation out of that so the losers of 21 |
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a little bit better for 22 the big |
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winners of 21 not so much for 22. i |
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