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RTW: Investing across Healthcare
Business Breakdowns27 September 2024·1 hours 7 minutes
Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Investments.
RTW was founded in 2009 and operates a sector-specific strategy in healthcare. We discuss the evolution of their model, which feels particularly important given how much it aligns with the healthcare investment process.
We cover the various phases of drug investments, the unique dynamics of founders and team building, and we get into some of the more philosophical discussions around regulation in the industry. Please enjoy this breakdown on healthcare.
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For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
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Show Notes
(00:00:00) Welcome to Business Breakdowns<