I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year. Not just one stock, his entire portfolio. The crazy part? He did it buying mostly common stocks. Biotech stocks, of course. But common stocks nonetheless! We spend an hour diving into Seedy&#x27;s process, how he identifies new ideas, researches positions, weighs probabilities, and separates the real companies from the shams. I loved recording this episode. PLEASE NOTE NONE OF THIS IS INVESTMENT ADVICE. IT IS PURELY EDUCATIONAL/ENTERTAINMENT PURPOSES ONLY. DO NOT TRADE ANY OF THESE SECURITIES WITHOUT CONSULTING A LICENSED PROFESSIONAL. YOU ARE AN IDIOT FOR TRYING TO TRADE BIOTECH.

Seedy19: A 35x Return From Biotech Investing

Value Hive Podcast

In my quest to understand biotech as someone that is a generalist that really, you know, I'm just getting into the space. I tried to talk to as many people as I can and Seedy, who I'm talking to today, you actually were requested as someone that I should speak to from another biotech investor that I was in contact with. I asked him, hey, who are the best people on Twitter to follow? And your name came up.

So that's enough of a credit worthiness for me to talk to you today about all things biotech. And I think the best part to start because I mean, I don't this is the first time I'm kind of meeting you. So I think a great, great spot to start is how did you get into biotech and biotech investing? And what's your background?

Sergio Leal Yeah, no, awesome. Thanks Brandon. Thanks for having me. And, you know, I appreciate the shout out from whoever gave it, I do try to help everyone in biotech as much as possible. And I learned a lot from everyone else too. And since you mentioned background, I actually don't have a science background. I didn't really study medicine at school. I have a derivative background from school.

And then after my post-grad, I ended up working in one of the big fours. And it just happened to be, I got the gig right before COVID hit. And my first rotation was with a pharmaceutical company. And then the policy at the time was that you're not going to, even as an analyst on the grad scheme,

Seedy19: A 35x Return From Biotech Investing

Read the full transcript

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

Seedy19: A 35x Return From Biotech Investing

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.