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David K. Song, MD, PhD, CFA
Recent Posts
Discover why healthcare, trading at a significant discount to tech and AI stocks, might be the most undervalued AI investment opportunity today.
An in-depth perspective on the recovery and future growth of the healthcare sector, driven by innovation and AI, as outlined in Dr David Song's latest whitepaper.
Discover why healthcare is poised for growth in 2026, driven by policy clarity, AI advancements, and strategic M&A initiatives in pharma, biotech, and medtech.
Healthcare sector rebounded in 2025, leading to a promising 2026 with significant growth potential and innovation in the biotech industry.
Discover emerging investment opportunities in chronic disease management and how companies are shifting to holistic treatments for lasting impact.
Trump's deal with Pfizer on drug pricing marks a significant shift in healthcare policy, potentially boosting the sector's performance and encouraging biopharma investments in the US.
Capitalize on AI innovations, reduced regulations, & other factors offering long-term potential. Learn why it may be the time to invest in healthcare.
AI is revolutionizing cancer drug discovery, but progress is slow. Discover the latest advancements and upcoming breakthroughs from leading AI.
This outlook reviews what 2025 has in store. assets i.e. crypto currencies continue to expand.
Exploring the shift from injectable to oral obesity medications and their potential to revolutionize weight loss treatments for broader market appeal and better patient convenience.
Explore key healthcare issues in the 2024 US election and their impact on the sector, comparing candidate policies and potential market outcomes.
Rising cancer rates among young adults demand better early detection. Blood-based screenings like Guardant's Shield offer hope.
Discover how to invest in the booming weight loss drug market. Learn about GLP-1 breakthroughs and investment opportunities in this comprehensive guide.
Learn why pricing is not a risk to the GLP-1 market opportunity. Discover the justified cost of weight loss drugs and their significant clinical benefits.
How big is the weight loss industry and how can you identify the risks and opportunities in this market
Key insights from ASCO 2024, showcasing advancements in oncology therapeutics and diagnostics. Explore trends in ADCs, genomic profiling, and immuno-oncology.
Learn why active management can help reduce risk and drive returns in biotech investing
Investing in biotech stocks requires a targeted approach to navigate the evolving landscape of life sciences.
Explore the biotechnology investment opportunities. Learn about historic valuation lows, binary event risk, and regulatory challenges in life sciences.
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Explore the latest weight loss drug stocks with 10 new obesity medications, targeting GLP-1 alternatives, muscle sparing, and better tolerability.
Discover the potential of immuno-oncology's second act with new approaches and targets like TIGIT and LAG3. These advancements revolutionize cancer treatment.
Discover how radiopharmaceuticals are revolutionizing cancer care and how to invest in them.
Revolutionize cancer treatment with cell therapies. Discover the potential impact on multiple myeloma and the growing oncology cell therapy market.
Discover the next generation of cardiovascular drugs and their potential to revolutionize the treatment of cardiovascular disease.
Discover how liquid biopsies are revolutionizing cancer diagnosis and changing the landscape of cancer detection.
Discover the latest trends and opportunities in the field of oncology investing.
Obesity ETF: A unique investment opportunity in the biotech and healthcare sector focused on obesity, diabetes, cardiovascular diseases.
Discover the exciting investment opportunities and challenges in cancer therapeutics and research in our latest webinar replay and research report.
Investing in oncology: a biotech revolution in research, diagnosis, and treatment of cancer.
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