EcoR1 Thinks The Setup In The Sector Is “Beautiful”

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Rupert Hargreaves
Published on
invest Southpoint Capital

Many companies in the biotech sector look deeply undervalued and under-appreciated, a “beautiful” setup, according to the specialist biotech hedge fund EcoR1 Capital. In its first-quarter update to investors, the fund argues that at the beginning of 2021, most biotechnology investors believed the process of drug discovery and development had become permanently easier. According to the firm’s analysis, the market dispelled this fantasy in the second half of the year, and many investors are now convinced that the sector will remain depressed for at least the next 12 months. Q1 2022 hedge fund letters, conferences and more This has created…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk