Tim Opler

Bullish biotech report from Stifel. Rates, risk on, M&A picking up & pharma desperate to fill patent cliff w/ $1.2 trillion of firepower, “biotech cleanse” (eg more quality names with late stage data after multi-year purge), specialist funds recovered, generalists coming back $XBI $IBB

@damienics @bradloncar stifel.com/Newsletters/In…

@bradloncar @TimOpler Thanks, interesting. Link to the report?

The biotech report that @TimOpler's team at Stifel put out this afternoon is a banger. Some slides on China's impact to $XBI. 1/3 of external molecules brought in by big pharma are now coming from China (from 0 in 2019).

@BertrandBio @BiotechCH @daphnezohar @JSchimmer_E @TheDawnBell @SamFazeli8 @robperez32 @LifeSciVC @mpreminger @eperlste @Seals310 mckinsey.com/industries/lif…

@BiotechCH @daphnezohar @JSchimmer_E @TheDawnBell @SamFazeli8 @robperez32 @LifeSciVC @TimOpler @mpreminger @eperlste @Seals310 any link on that report about drugs sourced from licensing please?

#BiotechHangout today: @daphnezohar @JSchimmer_E @TheDawnBell @SamFazeli8 talk earnings, big pharma revenue drivers & program cut implication on biotechs, data, FDA leadership changes, Medicare RADV rule, SV vs biotech innovation, $AMGN Humira biosim +more twitter.com/i/spaces/1OwxW…