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Encode Ideas authors research on publicly traded micro / small cap healthcare (biotech & medtech) companies. The Plainspoken podcast is an extension of our research, where we will interview executives from micro / small cap health care companies, portfolio managers who invest in micro / small cap healthcare, and key opinion leaders who can offer insights into therapeutics areas of interest to investors. The podcast is for entertainment purposes only and should not be considered financial advice. Our research and disclosures can be found at www.encodelp.com. For our most contemporary commentary please follow us on twitter @encodelp
Episodes
Sunday Dec 12, 2021
Sunday Dec 12, 2021
An interview with Gil Aharon of Rosalind Advisors, where we discuss his perspective on the macro biotech market. Having run a dedicated life science fund for >10 years, Gil puts today's difficult biotech market into historical context and offers his opinion on why investors should be optimistic for the future. During the interview, we also discuss two of Gil's favorite smaller health care names, Verona Pharma and Delcath Systems.
Companies discussed during the podcast;
- Verona Pharma plc (Nasdaq: VRNA)
- Delcath Systems, Inc (Nasdaq: DCTH)
- Immunogen Inc (Nasdaq: IMGN)
Gil Aharon, who is a director of Delcath Systems, Inc. (“Delcath”) appeared on this episode of the podcast. Listeners are urged to review Delcath’s SEC filings and cautioned not to place undue reliance on any forward-looking statements. Delcath undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws.
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