I was glad to hear Dr. Kelly Victory interview Ed Dowd recently. Ed is a former portfolio manager at Blackrock, and I believe they may still maintain a position with Humanigen.
I've come to enjoy reading clinical trial reviews, and following the logic the trial investigators use in writing their findings. But Ed opened a new perspective on the logic he uses to make investment decisions, such as in biotech (continuing with Humanigen)? I like the way in which Ed explained his estimation of excess deaths, which brought a sharp focus on the astounding increase in excess deaths in the younger population. And another thing I really like is that he didn't just focus on covid. He noted the developments in neurological and cancer indications, as well.
I think lenz has tremendous opportunities in preventing and/or treating all three indications. I've been saying that for several years. And I really appreciated hearing a financial guy express his conclusions in this regard.
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