19 - Sunil Shah on investing in drug and therapeutic development
Although investing in drug development would seem to be ideal for EIS investment, it has been a somewhat niche area. Sunil Shah is hoping to change that, with o2h Ventures have recently launched the UK's first Knowledge Intensive Fund focused on this area.
Sunil gives a great perspective on how investing in the industry has evolved over the last couple of decades, and how these changes work in the favour of early-stage investors. We also talk about the challenges of investing in this area, where specialist knowledge is needed and how the growth in private capital has affected the industry.
Any discussion in this area can't ignore COVID and we also talk about how the industry has been rising to the challenge.