Healthcare: How To Build A Better Biotech Portfolio
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 20 March 2019
⏱️ 25 minutes
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Summary
Fool's have questions, we've got answers! In today's show we offer tips on what to look for before buying clinical-stage and commercial-stage biotech stocks, including 5 checklist items you ought to know.
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Transcript
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| 0:00.0 | Welcome to Industry Focus, the show that dives into a different sector of the stock market every single day. |
| 0:08.0 | Today is Wednesday, March the 20th, and we're talking health care. |
| 0:12.0 | I'm your host Shannon Jones and I am joined via |
| 0:14.8 | Skype by health care guru Todd Campbell. Todd how are you? I'm doing all right. |
| 0:20.1 | I've got a little bit of that cold that's going around so you know if people think |
| 0:24.2 | my voice sounds a little bit off I apologize but I'm really happy to be here |
| 0:28.8 | today because we'll be talking about ways to build better portfolios. |
| 0:32.6 | I just think that that's a really, really exciting and useful topic. |
| 0:36.7 | Yes, and that applies, you know, whether you're a brand new investor to the biotech space or if you're a more seasoned investor. |
| 0:44.6 | Today's episode is really about just diving into Q&A. |
| 0:49.2 | We recently had an investing group, the Taubot investing group stopped by Fool |
| 0:53.8 | HQ recently and they brought along some awesome questions and so it just made |
| 0:59.1 | sense let's actually take these questions let's actually share these questions to all of our |
| 1:03.5 | listeners out there. So I'm excited to dive into these because I really do think they |
| 1:08.6 | apply no matter whether you're seasoned or a newbie, but let's dive right in. Let's kick things off with the first |
| 1:17.6 | question. The question is, considering a potential investment in a small company with no earnings but a promising pipeline of new drugs, for example, like a Regeneron, what does the Motley Fool actually look for? |
| 1:32.0 | Well, that's my wheelhousehouse I love that kind of stock. I tend to |
| 1:36.6 | invest in in companies that are up-and-comers if you will so I I mean I boil down to five |
| 1:41.6 | things I look for management I look for whether or not the technology, the therapy that they're developing is disruptive. I look to see whether or not the company is in the later stages of development rather than early stages. I look to see how healthy the balance sheet is. |
| 1:56.1 | And you know I like to know whether or not there's a well-heeled partner for whatever it is they are developing. |
| 2:01.6 | So those are the five key things |
| 2:04.3 | that I think are worth looking for. |
... |
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