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- Always interesting to read about investors making big returns.
- Here is an article from 2018 on one such fund – Perceptive Advisors.
- They invest in biotech, a notoriously difficult area of the stock market.
- They run a very concentrated portfolio for biotech – which explains the outsized returns if you can get things right.
- The edge seems to be understanding ‘perception’ of corporate events in biotech against reality.
- It will be interesting to see if their success continues now that the firm is managing >$4bn.
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