Ep 0: Biotech theses with Andrew Hui

Also watch on YouTube

00:36 Journey into Biotech: From Education to Industry
03:23 Investing in Biotech: Early Experiences and Lessons Learned
06:11 Starting a Biotech Company: The Initial Steps
09:14 Developing Technology in Biomanufacturing
11:55 Challenges of Venture Capital in Biotech
14:45 Reflections on Business Strategy and Acquisitions
17:39 Exploring the Mining Industry: Insights and Parallels
20:39 Comparing Mining and Biotech: Investment Strategies
23:10 Final Thoughts on Mining and Biotech Investments
26:32 Exploring Emerging Markets and Biotech
29:29 The Distressed Biotech IP Thesis
32:51 Danaher and the Power of Operational Efficiency
36:45 The Challenges of Venture Capital in Biotech
41:29 The Role of CROs in Biotech
45:34 Critique of the Biotech Industry
55:21 The Importance of Biosecurity in Biotech
01:05:29 Biosecurity and Monitoring Layers
01:07:28 Ginkgo Biosecurity: The Bio Radar Concept
01:11:50 The Role of Sequencing in Biosecurity
01:17:56 China’s National Priority in Sequencing Technology
01:23:32 The Future of Drug Development and Sequencing
01:32:19 Short Read vs Long Read Sequencing