Greg Obenshain
Investor and partner at Verdad Capital who co-developed the quantitative biotech research, specializing in constructing biotech-specific metrics and signals for systematic investing.
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Feb 24, 2026 • 55min
Investing in Biotech with Verdad Capital
Greg Obenshain, partner at Verdad Capital who builds biotech-specific quantitative signals, and Dan Rasmussen, partner and contrarian value researcher, discuss quantitative investing in biotech. They cover specialist fund ownership as a quality signal. They explore insider buying, spending-based valuation metrics, momentum within therapeutic categories, and short-side risk management through diversification and rebalancing.
