#422 – Best Idea Show – Doron Junger, Sanvia Capital – US Biotech

107 minutes

Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium Partners platform company.  

In today’s episode, we’re talking about US biotech! Doron’s extensive background as a doctor and PM with the likes of Citadel, SAC, Millennium and JP Morgan makes him the perfect guest to discuss why this space is so beaten down and what opportunity lies ahead.

After giving us a high level overview of where the sector sits today, Doron shares some areas he’s excited about, including gene-therapy and psychedelics, and companies in each space that he likes going forward.

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here.

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

More episodes from The Meb Faber Show

Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457

Today’s guests are Damien Bisserier and Alex Shahidi, Co-CIOs of Evoke Wealth, a $20b+ billion RIA. They also entered the ETF game in 2019 when they launched the RPAR Risk Parity ETF. 

In …

Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456

Today's guest is famed short-seller Marc Cohodes. Marc has investigated and brought down some major frauds in the past, and earlier this year he set his eyes on crypto darling Sam …

Eugene Fama – A Life in Finance | #455

Today’s guest is the legendary Professor Eugene Fama, a 2013 Nobel laureate and widely recognized as the “father of modern finance.”

In today’s episode, we talk to Professor Fama about …

Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454

Today’s guest is Rex Salisbury, a founding partner of the a16z fintech team and is now a solo GP with Cambrian Ventures.

In today’s episode, Rex …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56