At the 2025 Sohn Montreal Conference, Wen Shi, PhD, CFA, Managing Director and Global Industry Analyst at Wellington Management, delivered a comprehensive overview of the biotech sector. He noted that after a decade of underperformance following a golden period in the early 2010s, biotech is now showing signs of a potential rebound. With attractive valuations, ongoing scientific innovation, and historical patterns of recovery after downturns, the sector may be poised for a resurgence despite current macro and regulatory headwinds.
Prior to joining Wellington Management, Wen worked as a senior research associate at Stanford Bernstein focusing on global biotech firms. He also has prior experience at Campbell Alliance, Navigant Consulting, and McKinsey & Co. Wen has extensive experience in...
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