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i’ve been following the fortunes of bluebird biotech, or rather misfortunes, very interesting to watch, feel bad for them
Edit sorry, in reply bc chipping in on subject of medical/health investment
tmevans-
as have i (as part of my job). would have loved to be a fly on the wall for how they fucked up the EU access so badly... do wonder if they will ever return to europe
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bluebird biotech
goes from bad to worse for them... screaming for a buyout at that sp now. the science is great but feel they have mismanaged a lot of their access strategy. a bigger player could fix this
swedeee
INRG is the classic ETF for clean energy
IDNA and HEAL ETFs are good. there are probably some other biotech ones but i like the 'theme' of those ETFs
For a managed fund I do like Polar Capital's healthcare opportunities. Has outperformed the sector strongly over many years. I know many people are averse to actively managed funds but do feel that in the healthcare space they can be worth their salt