I am thinking about creating a VC like Biotech position, where I invest in about 15-25 promising Biotech stocks, that have seen their valuation drop by >70%. Important for me would be moderate burn, solid owner structure and low debt. There should be a clear path towards operating their product or service profitably within the next 2-5 years. I would be especially interested in the fields: Food & Agriculture, cancer screening and immuno oncology, animal drug development and obesity. However I am not confined to any of those areas. I would love to hear your ideas.
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