The transcript discusses the trends in IPOs, highlighting a significant increase in public offerings compared to previous years. It explores the biotech sector's funding landscape, emphasizing the availability of private capital and the example of Moderna Therapeutics. The discussion also covers investment themes in therapies, particularly in cancer and rare diseases, noting recent breakthroughs and the potential for high returns.

What factors are contributing to the increase in IPOs in the biotech sector this year?

How does the amount raised in IPOs this year compare to previous years?

What are the two main categories of therapies that are attracting investment in biotech?

What is the significance of Moderna Therapeutics in the context of private biotech companies?

What breakthroughs have been made in cancer therapies recently?