Dr. Liana Moussatos covers emerging pharmaceuticals and looks at best-in-class clinical profiles in different disease areas. She says fundamentals in life sciences are good, but macro events could create an overhang. She is seeing a lot of M&A recently and says there is potential for more upside to come in the sector. Dr. Moussatos is concerned about the FDA, as there are areas of unmet need where the FDA could reduce their statistical requirements.
Full interview available here.
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