Jonathan Faison, who runs ROTY Biotech Community, says recent biotech euphoria driven by fundamentals and M&amp;A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector ETFs and metrics to focus on (7:00) Bullish on Journey Medical (14:40) Show Notes: Vertex to acquire Crinetics Pharmaceuticals in $10B deal Making Money In Biotech Stocks Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Biotech euphoria driven by fundamentals

Investing Experts

Welcome back to Investing Experts, Jonathan Faison, who runs our OTY Biotech community on Seeking Alpha. Really happy to have you back on the show, Jonathan. Thanks for making the time. Hey, thanks, Reena. Great to be here with you. Great to have you. We haven't had you on in quite some time. Biotech has been, as we just discussed before hitting record, doing pretty spectacularly lately, but that comes with its own set of risks and cautions.

So here we are, summertime for most of us, July 2026. What would you say to investors right now about the sector you focus on, biotech? Great question. It's not only about the sector, but it's also the area I focus on within the service. We have over 500 investors and traders who trade every strategy area niche of biotech you can think of.

So it is nice that everybody's exchanging their ideas and trades. But for me personally, it's more late stage biotech and commercial. So what's encouraging to me is from now into the 2030s, you're going to have an increasingly percentage of the XBI of biotech where these companies traditionally are, you know, cash burning. They're speculative. They're basically throwing drug candidates at the wall, seeing what sticks.

And what's nice here is that we have quite a few of them that are going to become commercial states, having approved products. So that bodes well for the strategy because that's the hunting ground for me personally is setups where they have either clear paths to market. If they're clinical stage, they are not science projects or they are commercial. And we're looking at, you know, launch prospects sales over a multi-year time frame. So it's a very fun sandbox to be playing in right now.

Biotech euphoria driven by fundamentals

Read the full transcript

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

Biotech euphoria driven by fundamentals

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.