Data is accepted as hard currency in this day and age, but can it always be believed? We look at Kerrisdale Capital Management's short idea on Proteostasis and the different ways they and other investors have looked at the data for PTI's key phase II trial. Topics covered - Proteostasis background and biotech company name portmanteaus* (1:40 minute mark); Breaking down Kerrisdale's argument, centering on the placebo group (7:00); Venturing into biotech as a non-scientist (12:25); The need for capital in bio<br />Learn more about your ad choices. Visit megaphone.fm/adchoices

Data is accepted as hard currency in this day and age, but can it always be believed? We look at Kerrisdale Capital Management's short idea on Proteostasis and the different ways they and other investors have looked at the data for PTI's key phase II trial. Topics covered - Proteostasis background and biotech company name portmanteaus* (1:40 minute mark); Breaking down Kerrisdale's argument, centering on the placebo group (7:00); Venturing into biotech as a non-scientist (12:25); The need for capital in bioLearn more about your ad choices. Visit megaphone.fm/adchoices

Data is accepted as hard currency in this day and age, but can it always be believed? We look at Kerrisdale Capital Management's short idea on Proteostasis and the different ways they and other investors have looked at the data for PTI's key phase II trial. Topics covered - Proteostasis background and biotech company name portmanteaus* (1:40 minute mark); Breaking down Kerrisdale's argument, centering on the placebo group (7:00); Venturing into biotech as a non-scientist (12:25); The need for capital in bio<br>Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Idea #9: Proteostasis, Or How Clinical Data Is In The Eye Of The Beholder

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

Share Behind The Idea #9: Proteostasis, Or How Clinical Data Is In The Eye Of The Beholder

Sign up to save your podcasts

Behind The Idea #9: Proteostasis, Or How Clinical Data Is In The Eye Of The Beholder

Behind The Idea #9: Proteostasis, Or How Clinical Data Is In The Eye Of The Beholder

More shows like Behind The Idea

SA For FAs

Wall Street Breakfast

Marketplace Roundtable

The Cannabis Investing Podcast

Let's Talk ETFs

Alpha Trader