Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds

Peter Mantas of Logos LP presented his thesis on the sector tailwinds in healthcare and biotech as well as his investment theses on Bluebird Bio (US: BLUE) and Renalytix (US: RNLX) at Best Ideas 2021.

Thesis summary:

Peter believes that disruptive innovation will be the most fundamental driver of growth over the next decade as technological breakthroughs create new markets. There are three key themes: 1) virtualization of the economy (including healthcare), 2) the rise of the emerging market millennial, and 3) mission critical cloud computing, which encapsulate some of the investment opportunities presented by next-generation innovation.

Although market action in 2020 has been difficult for many to understand, Peter believes the best opportunities for 2021 will be within the healthcare sector as the drive to extend and enhance the quality of human and other life will accelerate in the post-Covid world.

Healthcare innovation companies Peter likes include Renalytix AI (US: RNLX), Bluebird Bio (US: BLUE), and Adverum Biotechnologies (US: ADVM). An honorable mention, which sits at the intersection of the three themes above, is Kingsoft Cloud Holdings (US: KC).

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About the instructor:

Peter Mantas serves as a general partner of Toronto-based private firm Logos LP. Peter has an assortment of business experience at global institutions and has been involved in a variety of private and public equity transactions in addition to leading a proprietary trading team for a boutique desk. Prior to this, he held various economic research positions at the Export Development Bank of Canada, Statistics Canada and other various federal government departments. Peter has both an LL.B. and B.C.L. from McGill University’s Faculty of Law. Prior to studying law he obtained an Honours Baccalaureate in Commerce, Magna Cum Laude, from the University of Ottawa, Telfer School of Management, where he received several awards of excellence.

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