Alexandria Real Estate's Marcus on Interest Rates, Drug Pricing

The video discusses the impact of rising interest rates on real estate, particularly REITs, and how Alexandria is protected due to its fixed-rate debt. It explores the drivers of demand in the biotech sector, including NIH funding and venture capital. The discussion shifts to drug pricing challenges, highlighting the inefficiencies in reimbursement for advanced therapies. Concerns about Chinese investment in biotech are raised, emphasizing the need for caution. Finally, the focus on agricultural technology is discussed, noting the sector's growth and the need for increased funding.

What is the relationship between real estate stocks and interest rate changes?

What are the implications of Chinese investment in biotech and agricultural technology?

In what ways can agricultural technology funding impact the dependence on Chinese capital?