I'm Vivian Wohl, Portfolio Manager, Federated Hermes.
What does a 'doctor watcher' do when she can't go to tradeshows?
I pull my hair out. I love going to tradeshows. I let the information wash all over me and here I am at home. So what do I do? I go to Twitter. I go to social media, the doctors are on Twitter, the patients are on Twitter. I used to go to Facebook to follow the diabetes groups, and I still do that. But, the docs are posting a lot of their slides that they have presented at these medical meetings on Twitter. So that's actually, it's been really helpful. Of course I have my favorite epidemiologist, everybody has their favorite epidemiologist, like Larry Brilliant is a neighbor in Marin County, he's on TV a lot. And he just posted a wonderful cartoon that says, 'I know more about epidemiology than I ever wanted to know.' So, you know, I think we're all feeling like that, but we're, you know, I'm trying my hardest to stay in touch with what the doctors are doing, what the patients are doing. And the good news is there are a lot of companies going public in this environment that I already know, I visited with them, I know the management teams, so it's not, they're not complete strangers on a Zoom screen when they're going public.
Disclosure: Views are as of July 8, 2020 and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Investing in IPOs involves special risks such as limited liquidity and increased volatility. Federated Global Investment Management Corp. 20-30297 (7/20)