Great interview talking about the biotech sector, this is a link to yesterdays free article on SeekinAlpha, good read if anyone is interested! Summary Current biotech euphoria is driven by fundamentals and M&A appetite, says Jonathan Faison, who runs ROTY Biotech Community. Focusing on high-conviction, late-stage and commercial biotech names with strong balance sheets, strategic value, and long-lived intellectual property. Recent $10B+ buyouts (e.g., Crinetics, Nuvalent, Apogee) reinforce the importance of targeting companies with clear commercial paths and acquisition appeal. Why he's bullish on Journey Medical (DERM) https://seekingalpha.com/article/4920663-biotech-euphoria-driven-by-fundamentals
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