The Life Sciences Report: Mara, we’ve experienced outperformance in large-cap biotech, and I think this has been going on for about a year. Is that right?
Mara Goldstein: Let me break it out a bit. Year over year (YOY), the large-cap biotechs are up about 59%. In oncology, which is much of a focus for us, mid-caps have appreciated about 33%, while smaller-cap oncology-focused biotechs are up about 25%. Performance on a YOY basis is definitely skewed toward the broad group of large-cap names.
However, on a year-to-date (YTD) basis, performance has been roughly equivalent among the three … [visit site to read more]
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