News about vaccines for COVID-19 is coming out thick and fast, and we could have the global pandemic in our rearview mirror before too long. In this week’s episode, Luke & Albert talk about how the vaccines could affect markets and follow up with a discussion on the megatrend of biomedicine. Recent advances in genetics such as CRISPR have the potential to deliver amazing new treatments for many incurable conditions, and the guys discuss some of the companies working on these life-changing therapies and consider whether they’re worth investment
If you enjoyed this episode, please subscribe to the Telescope Investing podcast at Spotify, or on your podcast platform of choice
Just to comment on my own podcast, after some consideration post episode, I’m adding to my own $TDOC position, increasing this from a 1% to a 4% holding.