He mentions Terns, Corvus, Insmed, Corbus, Axsome, Neumora, Eyepoint, and Amylyx.
Chapters
His general take on biotech - 1:28
Terns - 7:25
Corvus - 12:49
Insmed - 16:26
Corbus - 20:44
Others with upcoming catalysts - 26:44
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