He says he sees generalist investors coming back to biotech for the first time in a while, which have been benefitting the IPO market and other areas of the sector. Plus, the areas he is focused on today and what it take to be a successful IPO candidate. Coverage brought to you by

He discusses learnings from his decades in venture at Sofinnova Investments including 'products vs platform', therapeutics areas of interest, modalities, and how he utilizes board seats and thinks about management teams. Chapters Intro and early life – 0:39 MD / PhD at Stanford – 5:10 Intro to venture – 9:39 Joining Sofinnova – 13:32 Product vs platform – 20:55 Board seats – 26:00 Investment strategy – 30:08 Therapeutic areas – 39:42 Regulatory predictability – 43:03 Manageme