# Peter Mantas: The Biotech Bubble Whisperer

Page: https://stenobird.com/podcast/value-hive-podcast-353041/peter-mantas-the-biotech-bubble-whisperer
Text version: https://stenobird.com/podcast/value-hive-podcast-353041/peter-mantas-the-biotech-bubble-whisperer.md
Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041)
Published: 2026-06-19T10:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Peter-Mantas-The-Biotech-Bubble-Whisperer-e3l03h2
Audio file: https://anchor.fm/s/11a83958/podcast/play/121687010/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-18%2F4a67a4cb-809a-58f1-14fa-4a3a6935a3ab.mp3
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JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/peter-mantas-the-biotech-bubble-whisperer
Duration seconds: 4595

## Resource

This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter. This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spot the real AI winners from vaporware in the biotech space. I loved recording this episode and learned a ton, I know you will too. PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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## Transcript

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