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Sam Fazeli

๐Ÿ‘ค Speaker
634 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Have you got assets out of China?

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Where do you sit on this?

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

That's great.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

I mean, I have a similar experience with China, having started going there in the early 2000s and just watching the speed with which they went through the steps of becoming essentially innovative industries.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Let's talk about the company a little bit, Sofinova a bit.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

What was, do you want to highlight?

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

I mean, I'm pretty sure you've had, I'm not going to ask you the question of what's your most exciting portfolio company, because I'm probably going to get the answer.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Well, you know, you can't make me choose between my children, et cetera, et cetera.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

But, so let me ask you about your flagship exits.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

What was the one that, maybe in terms of what they did for society afterwards, or in terms of the X return, whichever way you like to answer that.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And you could just choose from an alphabetical order and say, I'm just going to choose the first part of the alphabet or something to make it easier for you.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Yeah, it is.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

I know how it feels.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Even as an analyst who has no skin in the game, when you have a company that you cover that does well, it's exciting.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Does well, not in terms of share price, in terms of, wow, this data really is going to make a difference to people's lives.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And let me ask you a question that if Abibax had not been listed on the Nasdaq, I mean, this is a very hypothetical question, and had remained just listed in Europe and had this news, do you think the share price reaction would have been the same?

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

so I followed the story of Verona Pharma also similar story UK based company David Ebsworth somebody I've known for years I've covered two of his companies in the past the thing that he said to me the other day was he thinks that it made a big difference to have US management in the company do you think that's the same here?

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Can you let me know what company he starts next after this one?

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Right.

Vanguards of Health Care by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We're getting close to the, go on, sorry.