Behind The Idea #9: Proteostasis, Or How Clinical Data Is In The Eye Of The Beholder
Data is accepted as hard currency in this day and age, but can it always be believed? We look at Kerrisdale Capital Management's short idea on Proteostasis and the different ways they and other investors have looked at the data for PTI's key phase II trial. Topics covered - Proteostasis background and biotech company name portmanteaus* (1:40 minute mark); Breaking down Kerrisdale's argument, centering on the placebo group (7:00); Venturing into biotech as a non-scientist (12:25); The need for capital in bio Learn more about your ad choices. Visit megaphone.fm/adchoices
