David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: Biotech opportunity

Investment Ideas: Biotech opportunity

I was planning to update my model portfolios, but I think there’s a more immediate opportunity in biotech. Featuring a long interview with Andrew Craig on biotech tiddlers

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David Stevenson
Apr 06, 2022
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: Biotech opportunity
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clear glass test tubes
Photo by National Cancer Institute on Unsplash

Apologies for readers expecting an update on my model portfolios. I promise they’ll arrive next week instead. Instead this week I want to shine a spotlight on the biotech sector. For the record I have very heavy exposure to biotech names, probably running at around 25% of my total wealth. That hasn’t been a …

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