We are excited to share with you this latest Porter & Co. Open Forum – a regular feature to allow readers to hear analysts from all our research advisories share ideas about markets and their portfolios. Today, we bring you a discussion between Biotech Frontiers editor Erez Kalir and editorial director Kim Iskyan.
In this “ask me anything” format, Erez answers questions on a range of topics, including the Big Picture status of the biotech world, his favorite positions in the portfolio today, and how Fed rate cuts are playing out in biotech.
Erez begins the conversation by explaining the Big Picture of biotech and how the incoming Trump administration changes things.