Unloved Biotech
Healthcare
While Aaron Fletcher writes a lot of short research (with a focus on the 3 F’s - Fads, Fakes and Frauds), following the worst alpha year in biotech history, he currently sees the biggest opportunities on the long side. Aaron compares the sector to how energy was in the second half of 2020, when no one wanted to touch it. He expects M&A to pick up significantly later this year. IRF recently hosted a conference call with Aaron where he discussed his top picks for 2022 including TFF Pharma, Taysha Gene Therapies, Aptose Biosciences, IN8bio and Lantern Pharma. On the short side he highlights Ocugen and Moderna.
Edition: 130
- 04 March, 2022