Biotech Hangout

On today’s #BiotechHangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Tim Opler, and Chris Garabedian share perspectives on the general market with a look at private vs public M&A and impact on biotech sentiment, $ALNY positive ATTR drug data, $LYEL CAR-T cell therapy trial and patient death, and more data from $WVE, $NTLA, $SVRA & $VRNA, plus financings: Curie.bio ($380M Pro Rata Series A Fund), Formation ($372M Series D), $RXRX ($200M offering) and management perspectives: $DNA’s layoffs, $AMLX’s pivot w/ $35M GLP-1 buy, and more: https://lnkd.in/eFpaapDC

On today’s #BiotecHangout, Daphne Zohar, Brad Loncar, Bruce Booth, Josh Schimmer, Eric Schmidt, Sam Fazeli, and Grace Colón will discuss the 2024 class of IPOs, “everything is awesome” CEOs, managing your board, dealing with a stock drop ($CABA, $KYTX, $TSHA, $OVID, $AVTE), $MIRM’s positive update, BioNTech’s clinical hold, #EHA2024 highlights ($GRCL’s GC012F remarkable efficacy), general market overview & more: https://lnkd.in/duD_kijC

On today’s #BiotechHangout, hosts Eric Schmidt, Brad Loncar, Josh Schimmer, Dawn Bell, PharmD, Sam Fazeli and Paul Matteis recap the latest CPI data & correlation w/XBI performance, obesity market & update on new datasets, competition in new markets ($LLY’s lecanemab panel & key EULAR events), role of patient advocacy in biotech ($PFE’s DMD study $SRPT’s PDUFA) & more: https://lnkd.in/eEd4mZ6J

On today’s #BiotechHangout, Josh Schimmer, Brad Loncar, Tim Opler, Eric Schmidt, Sam Fazeli, Jacob Plieth and Madeleine Armstrong cover #ASCO24 highlights, shifting pharma oncology interests, more data: $LLY, $AGIO, $ANNX, $AMGN, plus competitive dynamics: $GPCR vs the big leagues, $BBIO / $BMRN, $CRNX / $NBIX, $VIR / $GILD, Lykos ad comm, Hengrui Form 483, II voting season, the latest on Biosecure, M&A, sector/macro highlights, & much more: https://lnkd.in/e-VyhpSV

On today’s #BiotechHangout, Daphne Zohar, Brad Loncar, Josh Schimmer, Yaron Werber, Luba Greenwood, J.D. and Dawn Bell, PharmD recap the week’s M&A activity including some ~$1B+ deals (Asahi Kasei/Calliditas, $MRK/EyeBio, $JNJ/Yellow Jersey, $BIIB/Hi-Bio) and M&A FOMO, data/pipeline updates & related stock price reactions ($SMMT, $INSM, $BHVN, $ROIV / $IMVT), $CRGX’s discounted PIPE, should a CEO respond to criticism?, private companies to watch, #ASCO2024 preview & more: https://lnkd.in/ewHaE4Xv

Today on #BiotechHangout, Chris Garabedian, Brad Loncar, Josh Schimmer, Eric Schmidt and Tim Opler cover $INCY’s $2B share repurchase, stock buybacks & ‘broken’ R&D model, deals: Blackstone/Uniquity launch ($300M), $JNJ buys Proteologix ($850M) & recent deals on China assets to US, data: Bayer’s Ph3 readouts for menopause, $MRK TIGIT/PD-1 Ph3 safety concerns, $IONS/$BIIB discontinue ALS treatment, obesity ‘limited data’ vs $VKTX data transparency, $SGIOY & $AZN COVID-19 data, plus #ASGCT2024 recap, $BOLT discontinues oncology asset, $DVAX denied expanded use by FDA, $RXRX’s stock surge, short selling & meme stocks ($NVAX) & more: https://lnkd.in/exTkXyqq

On today’s #BiotechHangout hosts Eric Schmidt Daphne Zohar Josh Schimmer Paul Matteis will dive into an M&A discussion (are we in a “good market” for biotech?), plus targeted oncology modalities & wild trading dynamics ($JANX & $CTMX), $SLRN founder steps down & other CEO transitions, gene therapy news: $BLUE & $VRTX prep for commercial use & Feng Zhang CRISPR startup locks up patents, Walking Fish shuts down, Maze finds new Pompe partner in Shionogi, $LLY’s donanemab adcomm, $DNLI’s regulatory update, & more: https://lnkd.in/ef7Dzjm7

Good news re the #BIOSECURE act, the House just published new text that now includes a grandfathering for existing contracts/products until Jan 1, 2032, giving the industry ~8 years to switch manufacturing partners and services. There were huge concerns that this process would be rushed. The Biotechnology Innovation Organization did great work on this!

#BiotechHangout has been shortlisted for the European Mediscience Awards 2024 in the Commentator of the Year category! Thanks to the Mediscience Awards for this recognition and to all our listeners who tune in every week! See the full list of finalists, which also includes our colleague Brad Loncar for BiotechTV: https://lnkd.in/dnf8uHc2 #EMA24

Today on #BiotechHangout Daphne Zohar Eric Schmidt Yaron Werber Luba Greenwood, J.D. discuss market sentiment & Q1 earnings: $ASND, $AMGN & $SWTX, M&A news: $ONO acquires $DCPH for $2.4B & $NVS pays $1B for Mariana, plus Covid fatigue, Biden’s Cancer Moonshot gets cut, $JNJ & $BMS IRA lawsuits thrown out, FTC targets “junk” patents, $BBIO’s oncology spinout, $XFOR’s XOLREMDI FDA approval, obesity ($AMGN/$VKTX), COPD news: potential delay of $REGN’s Dupixent & $AMGN/$AZN data at #ATS2024, & Adam Feuerstein joins to discuss $MOR cancer drug safety risks & more: https://lnkd.in/eaQXyF6j