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The Biotech Renaissance
Healthcare's Decade-Long Comeback Story
Don Kaufman
October 28, 2025
Hey there, it’s Gianni.
I just closed Arcutis Biotherapeutics for a 35% gain this morning. Stock gapped up after earnings, hit our target of $23.30.
But this isn't about one biotech win - this is about recognizing a sector coming back from the dead.
Biotech hasn't been the hot theme for an entire decade. That changes now.
The Lost Decade
When I got into this business, biotech was the sector. Not tech. Not AI. Biotech, biotech, biotech. Then came the taper tantrums of 2015, and everything crashed.
Since then?
Radio silence.
For ten years, this sector has been the walking wounded. Companies burning cash, living off debt, watching their market caps get slaughtered while tech ran the tables.
Healthcare became the second-largest sector in the S&P, yet it's underperformed for years.
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