Bret Jensen and I sat down a few days ago to discuss some of his favorite small cap biotech companies that have near term (mostly 4Q) catalysts.
(Press play button to listen or click here to download.)
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I’d like to see more content like this!
A quick preview:
- What Bret considers to be an attractive risk/reward scenario in biotech.
- Why upcoming catalyts are the name of the game regarding small cap biotech.
- The 5 companies Bret sees positive catalysts for in the 4th quarter.
- How Bret would work companies like this into a portfolio (ex: position-sizing, etc).
Companies mentioned: Pfizer (PFE), AstraZeneca (AZN), Allergan (AGN), Egalet (EGLT), Synergy (SGYP), Portola (PTLA), Dynavax (DVAX), Cempra (CEMP)
I hope you enjoy the interview
Best,
Brian
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