About this episode

Jonathan Faison discusses the recent biotech euphoria driven by fundamentals and M&A activity.

Jonathan Faison, who runs ROTY Biotech Community , says recent biotech euphoria driven by fundamentals and M&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

People in this episode

Guest: Jonathan Faison

Topics covered

• biotech
• M&A
• investing
• buyouts
• sector ETFs

Keywords

• biotech
• M&A
• buyouts
• Journey Medical

Mentioned in this episode

Organizations: ROTY Biotech Community, Nuvalent, Apogee, Crinetics, Vertex, Crinetics Pharmaceuticals, Seeking Alpha

More episodes of Investing Experts

• Steven Cress' Top 2 Stocks H2 2026 · July 16, 2026 · 38 min
• Predicting S&P 500 at 6,300 - 6,500 by year end · July 15, 2026 · 26 min
• Steven Cress' top 10 stocks for 2026 (mid-year review) · July 9, 2026 · 31 min
• We're in (the early stages of) a bubble · July 7, 2026 · 55 min
• Tax alpha with Raul Shah: Roth conversions · July 1, 2026 · 28 min
• Great market expectations · June 17, 2026 · 1h 0m

Explore listener stats, chart rankings, contacts and more on the Investing Experts podcast page.