As a member of Bailard’s asset management team, Selena focuses on highly specialized, emerging healthcare opportunities. Before joining Bailard, she was Global Sector Head of the Healthcare research team at RCM and lead analyst and manager of the RCM Biotechnology and RCM Global Healthcare funds.
The biotech industry tends to attract investors when it is most overvalued and scares investors when it provides the most opportunity.21 March 2021
Prior to COVID, the FDA had been increasingly streamlining its drug and device approval processes. The rise of targeted, if not individualized, therapies meant that companies could show vastly superior drug efficacy in trials. Subsequently, those trials could be smaller and cheaper, leading to a quicker approval process for those drugs and their companion diagnostics.21 March 2021