This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter.<br>This week, we discuss Peter&#x27;s views on where the Left Tail lies in biotech, why bubbles are great for biotech&#x27;s long-term success, and how to spot the real AI winners from vaporware in the biotech space.<br>I loved recording this episode and learned a ton, I know you will too.<br>PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

Peter Mantas: The Biotech Bubble Whisperer

Value Hive Podcast

All right, another day, another Brandon Beylo interview, my healthcare biotech savant, as I think nobody calls you. Peter Mantas Very kind. Peter Mantas But you should go about that nickname. I think that's interesting. I have this view that, and this will probably be proven wrong in time, because trying to time markets is hilarious, but I have this view that healthcare has bottomed.

Peter Mantas And I think healthcare has bottomed. I also think biotech is going to be this next massive wave of AI capital. If I look at flows, first it was the data centers, semiconductors, then it's space and robotics. And I think eventually that flow finds its way to medicine and biology and biotech.

Peter Mantas And so I'm willing to be totally proven wrong. I'm probably going to be wrong in a lot of that directionally, but I want to know from you, I guess the first thing is how do you sauce the real biotech AI capabilities versus vaporware? Peter Mantas Because that's, I think, a very pressing issue for me as a generalist. It's like there's a lot of exciting biotech companies that say that they're doing stuff with AI, but how do I know what's legit and what's not?

Peter Mantas Yeah, so thanks for having me on again. Savant is a very kind word. I don't think I'm a, I don't think I'm any god or deity or anything like that. But, you know, if you were to pick out all the sectors in the market, and I'm just talking about from a market perspective, and you say like, what truly has the greatest secular tailwind that AI can provide?

Peter Mantas: The Biotech Bubble Whisperer

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Peter Mantas: The Biotech Bubble Whisperer

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.