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RE: LeoThread 2024-11-17 10:12

in LeoFinance11 months ago

Part 4/5:

Winton believes this disconnect is due to a lack of familiarity. Wall Street has not yet seen the tangible evidence of how the revenue curve for cures differs from traditional treatments. As more cures come to market in the next 5 years, he expects a shift in how these assets are modeled and valued.

A New Golden Age of Healthcare Innovation

Wood and Winton see this convergence of technologies as ushering in a new golden age of healthcare innovation. Just as the biotech boom of the 1980s-1990s delivered massive returns, they believe the current wave of curative therapies could drive even greater returns to R&D.