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Featured Business Panel at Rational Combinations 360°


  • May 5, 2016

  • Rational Combinations 360°, an IO conference dedicated to combination immunotherapy approaches is delighted to confirm a buyside investment panel moderated by Mark Simon, MBA, Partner, Torreya Partners.

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    Mark Simon, MBA, Partner, Torreya Partners

    This talk will address perspectives on investing in companies developing IO combination products. The panel will answer the following questions:

    • Would you make an investment in an IO idea where the monotherapy data was not strong but the combination data is?
    • Does the combination need to be in the hands of one company? Other words, do they need to have both arms of the combo or would you own both companies?
    • Interchangeability: If the target of one company was validated, would that make you invest in other companies with drugs of the same targets?
    • What are investor perspectives on managed care, pricing and financial models? How do you factor in pricing and how does reimbursement affect your investment strategy?
    • Do you look at CARs as a viable business or do you feel just giving drugs opposed to t-cell modification is easier? Do you think there is a sustainable business model in modifying patient’s own cells?
    • Have we overdone the investing in Immuno-oncology and are non IO cancer companies being overlooked, thus creating investment opportunities?

    Panelists Include:

    Wayne Rothbaum, Founder, Quogue Capital

    For more information about the Rational Combinations 360° Conference
    CLICK HERE