In this episode of Denatured, Jennifer C. Smith-Parker speaks with RTW’s Rod Wong and Stephanie Sirota how shifting JPM deal timing masks record M&A potential; why oncology, obesity, psychedelics, and neuroscience are attracting fresh capital; and how “alpha stacking” shapes their investment edge in an age of chronic uncertainty. They cover topics discussed in RTW's new book, "Innovation is the Best Medicine."

Hosts⁠⁠⁠

⁠Jennifer Smith-Parker⁠⁠, Director of Insights, BioSpace

Guests

Roderick Wong, Managing Partner, Chief Investment Officer, RTW Investments

Stephanie Sirota, Partner, Chief Business Officer, RTW Investments

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.