Alle afleveringen
170 afleveringen, van nieuw naar oud
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Episode 98
30 april 2024 · 59 min
On this week’s Biotech Hangout, Chris Garabedian, Josh Schimmer, Tim Opler and John Maraganore discuss how it’s been a big year for PIPEs and some of the controversy that has come along with it. The hosts also open up a discussion on supply and demand of venture capital and then pivots to Genentech ending its strategic collaboration with Adaptimmune. The group discusses other deals and financings of the week including Future Pak’s proposal to acquire Vanda Pharmaceuticals, Sanofi’s plans to divest Amuniz Pharmaceuticals and Regeneron enters venture investing with a $500 million fund. The hosts also discuss data readouts from Ultragenyx, Biohaven, Sage, Cerevel/Abbvie, Eli Lilly, Roche and Novartis. The show closes out with the latest on WuXi and the impact on biotech, Humira biosimilars grabbing huge market shares and Baker Brothers returns $10 billion to investors. *This episode aired on April 19, 2024. Lees meer
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Episode 97
16 april 2024 · 1 uur 1 min
On this week’s episode of Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Luba Greenwood and Eric Schmidt kick off the discussion with Vertex’s plans to acquire Alpine Immune Sciences for almost $5 billion in cash, making it the largest deal for the sector in 2024. The hosts also discuss inflation effects on biotech stocks and M&A, macro takeaways from AACR and more fallout from the BioSecurity Act and implications for the industry. The group covers the US Department of Justice’s complaint filed against Regeneron related to its eye drug, Eylea, and the unfortunate impact on the industry’s reputation around drug pricing. The hosts also discuss Novartis’ deal to pay $150 million for Arvinas’s prostate cancer therapy and e-therapeutics CEO Ali Mortazavi joins the panel to discuss the London Stock Exchange challenges and his company’s plans to delist from the LSE’s junior market, AIM. *This episode aired on April 12, 2024. Lees meer
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Episode 96
16 april 2024 · 58 min
On this week’s Biotech Hangout, Chris Garabedian, Josh Schimmer, Dawn Bell, Paul Matteis and Yaron Werber discuss the white hot ADC space as Genmab pays $1.8 billion to acquire Profound Bio and its ADC portfolio, Ispen’s $900 million pact with Sutro and Merck KGaA’s $1.4 billion ‘BioBucks’ AI deal with Caris Discovery. The hosts also cover the week’s big private deals including Metsera $350 million funding, Oruka’s $275 million PIPE, Obsidian’s $175 million Series C, Alterome’s $132 million Series B and Neurosterix $63m spinout from Addex. The group also discusses Amylyx’s decision to withrawl ALS drug and Acorda and Eiger both file for bankruptcy. On the data and regulatory front, the hosts discuss Roivant’s positive Phase 2 study results in eye disease, Gritstone’s Phase 2 neoantigen cancer vaccine results, LENZ’s Phase 3 data for Presbyopia and Vertex’s Phase 3 kidney disease trial. *This episode aired on April 5, 2024. Lees meer
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Episode 95
27 maart 2024 · 1 uur 1 min
On this week’s episode of Biotech Hangout, hosts Brad Loncar, Josh Schimmer, Grace Colon, Chris Garabedian, and Eric Schmidt discuss the latest biotech industry news including M&A, regulatory news, pricing strategies, and progress within women’s health and neurological disorders. The hosts cover data from Roche’s IL-6 program, Biohaven’s degrader program, followed by Crinetics’ Phase 3 data in acromegaly. On the M&A front, the hosts discuss AstraZeneca’s acquisition of Fusion Pharmaceuticals. The group also talks through Orchard Therapeutics’ breakthrough $4.25 million drug, and the impact of high drug prices on the industry as a whole. They also weigh in on the BioSecure bill that caused WuXi to leave BIO, and the broader impact of this decision on the biotech sector. The group also discussed a new executive order and initiatives that serve to address disparities in research for women’s health conditions. The hosts round out the show by discussing trends in early-stage investment, and the growing role of neurological conditions globally. *This episode aired on March 22, 2024. Lees meer
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Episode 94
27 maart 2024 · 1 uur 2 min
On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Tim Opler, Michal Preminger, Eric Schmidt and Yaron Werber discuss the latest biotech news, including commentary on the biotech sector performance in 2024 and a pharma R&D investment overview. The hosts cover the week’s notable M&A, including AstraZeneca’s acquisition of Amolyt plus Novartis’ acquisition of IFM Due and a related discussion on option-to-buy deals. The group also discusses Ionis meeting the primary endpoint in its Phase 2 MASH trial and Madrigal’s historic accelerated approval for NASH/MASH. Other topics include Eli Lilly’s partnership with Amazon pharmacy to dispense prescription medicines and the impact of cutting out the middle man, as well as anticipated regulatory updates for Legend and 2Seventy Bio. The hosts weigh-in on the BioSecure Act that led BIO to cut ties with WuXi and the impact the bill may have on other Chinese CROs. The group also flagged recently reported Phase 2 data for Silence Therapeutics’ Lp(a) therapy and Acadia’s schizophrenia treatment pimavanserin fails Phase 3 study. *This episode aired on March 15, 2024. Lees meer
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Episode 93
20 maart 2024 · 1 uur 3 min
On this week’s episode of Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Tim Opler, Brian Skorney, Luba Greenwood and Yaron Werber discuss the latest biotech news, including the delay of Eli Lilly’s Alzheimer’s drug donanemab as the FDA requires an AdComm and Amylyx’s ALS Phase 3 trial failure that caused the stock to drop 80%. The hosts also weigh in on how the 2024 presidential election will impact biopharma and takeaways from the 2024 Cowen conference, including the number of generalist investors in attendance and how obesity has become a dominant narrative in the industry. The group also discusses the Boundless Bio IPO and how the ticker ($BOLD) was previously used by another company before being acquired, as well as how positive I&I data from Apogee caused the stock to double. Other topics covered include the impact of PBMs on drug pricing and big pharma companies pivoting to say that the IRA is not a bad thing for biopharma in order to preserve positive relationships with the government. The hosts close out with a discussion on Peter Thiel’s “failure teaches you nothing” viral tweet and a conflict-of-interest debate regarding Harvard researcher David Sinclair who is under fire once again for promoting unproven benefits of longevity drugs. *This episode aired on March 8, 2024. Lees meer
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Episode 92
20 maart 2024 · 1 uur
On this week’s Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Eric Schmidt, Bruce Booth, Brian Skorney and Prakhar Agrawal discuss the latest biotech news, including the recent sector melt-up and what is driving the latest rally. When discussing the week’s financing news, the hosts share different vantage points on wall-crossed PIPEs and the impact on stock performances. The group also discussed Viking Therapeutics soaring stock price on the heels of robust data for VK2735, its experimental weight loss drug. Other positive data discussed was from Akili and Shionogi announcing EndeavorRx met its primary endpoint and Shionogi has filed for approval with regulators in Japan, leading to a deeper discussion on digital therapeutics and issues around reimbursement. Additional topics covered include Chinese CROs back in the crosshairs and the implications for the sector, accelerated approvals for gene therapy and whether the FDA is getting too lenient on approvals, and a discussion on leadership in biotech. *This episode aired on March 1, 2024. Lees meer
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Episode 91
20 maart 2024 · 1 uur 4 min
On this week’s Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Eric Schmidt and Yaron Werber discuss the latest biotech news, including the IPO window creaking back open and aftermarket performance up 12-19% for secondary offerings and IPOs. The hosts also discuss the FTC challenges facing industry M&A and another roadblock for AbbVie’s Cerevel deal. The retirement of AbbVie CEO Richard Gonzalez prompts a discussion amongst the hosts on important qualities of a CEO. A range of FDA-related news from the week is also covered including the approval of Iovance’s Amtagvi as first T-cell therapy for a solid tumor; Ionis and AstraZeneca’s fast track designation for Phase 3 ATTR-CM drug eplontersen; two drug trials at Rapt Therapeutics put on hold; the review of Sarepta’s Elevidys for traditional approval; United Therapeutic’s litigation and Alnylam’s endpoint changes to Phase 3 study design for Amvuttra. Other topics include Bayer slashing its dividend by 95%, IQVIA’s global R&D trends report, and a discussion on the biotech business model sparked by news that Regeneron and Vertex have crossed the $100B market cap threshold. *This episode aired on February 23, 2024. Lees meer
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Episode 89
3 maart 2024 · 1 uur 1 min
On this week’s Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Tim Opler, Chris Garabedian and Grace Colon discuss the latest in biotech news, including another strong week of IPOs, most notably with Kyverna Therapeutics’ IPO upsizing by 49% to $300M. On the acquisition theme, the hosts discuss Novartis’ plans to acquire MorphoSys for $2.9B and Gilead walking away from its acquisition of Tizona. The hosts also cover some obesity-related updates, including Lilly’s tirzepatide Phase 2 trial for MASH and Amgen’s Phase 1 data for weight-loss candidate, MariTide. Other data discussed this week includes Vertex’s ‘vanza triple,’ 4D Molecular Therapeutics’ interim Phase 2 data in wet AMD and J&J’s Phase 3 with Nipocalimab. Additional topics of discussion include plans by Novo Holdings (Novo Nordisk’s parent company) to buy Catalent to boost Wegovy supply, the FDA modernizing the way it tracks post-market data by using AI, and Scion Life Sciences’ debut with a new $310M fund. *This episode aired on February 9, 2024. Lees meer
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Episode 90
28 februari 2024 · 1 uur
On this week’s Biotech Hangout, hosts Daphne Zohar, Tim Opler, Dawn Bell, Ethan Perlstein and Eric Schmidt discuss the latest in biotech news, including the overall performance of IPOs this year, including Metagenomi’s IPO this week and what it means for the IPO window. The hosts also debate the value of tracking 13Fs as an investment strategy, M&A news including Gilead’s $4.3B acquisition of CymaBay, plus offerings and some related data for Larimar ($150M offering and Phase 2 data), PRIME Medicine ($140M offering), Sana ($165M offering), Crispr ($250M offering) and KalVista ($160M offering and Phase 3 data). The group also commented on news from two companies – Merrimack Pharmaceuticals and LianBio – who will both be winding down and returning the capital to shareholders. Additional topics of discussion include CSL’s Phase 3 trial failure to hit primary endpoint, Alnylam’s decision to change its statistical analysis plan on Helios-B, and private financing mega rounds that drew attention this year, including BioAge Labs’s $170M Series D and Latigo’s $135M Series A financing. This episode aired on February 16, 2024. Lees meer
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Episode 88
15 februari 2024 · 58 min
On this week’s Biotech Hangout, Daphne Zohar, Josh Schimmer, Grace Colon, Paul Matteis and guest host Yuval Cohen, Corbus CEO, discuss the latest industry news including Corbus’ recent data and offering, plus Immunocore’s private offering ($352M), Vaxcyte’s public offering ($750M) and Alto Neuroscience’s IPO ($120M). They also cover Evaluate’s top 10 most anticipated drug list, Vertex’s non-opioid drug meets its goal in trials, Dyne Therapeutics weighs takeover interest options and Biogen ends development and sales of Alzheimer’s Disease drug. The hosts debate whether the week’s deals (Regeneron buying 2seventy bio’s pipeline and Protagonist Therapeutics and Takeda’s licensing deal) create or destroy shareholder value. Other topics of discussion include biotech advocacy, including bipartisan R&D tax credit restoration bill and Janet Woodcock’s exit interview, plus Vanda Pharmaceuticals’ claim against the FDA. *This episode aired on February 2, 2024 Lees meer
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Episode 87
2 februari 2024 · 58 min
On this week’s Biotech Hangout, hosts Brad Loncar, Tim Opler, Luba Greenwood and Brian Skorney discuss the latest industry news including 2 biotech IPOs from ArriVent Bio ($175M) and CG Oncology ($380M). They also discuss Sanofi buying Inhibrx ($2.2B), Kura Oncology’s private placement ($150M) and Gilead’s failed phase 3 study. The hosts cover class-wide black box warnings from the FDA, including Amgen’s Prolia, plus Eli Lilly’s investigational gene therapy for hearing loss data, HPV vaccine study in Scotland and The House Ways and Means Committee approves restoration of R&D tax credit. *This episode aired on January 26, 2024 Lees meer
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Episode 86
25 januari 2024 · 1 uur 2 min
This week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, John Maraganore and Grace Colon discuss the news of the week including several early-stage IPO filings that kicked off the year: Kyverna Therapeutics, CG Oncology and Alto Neuroscience. The hosts also cover AI enabled biomarkers following the FDA’s clearance of two AI diagnostic tools, plus the FDA expands approval of Vertex and CRISPR’s Cagevy as a first CRISPR-edited therapy for beta-thalassemia. They also discuss early-stage funding and an amicus brief that many biotech executives have signed, following the decision on Mifepristone. Other topics include BridgeBio Pharma securing capital from Blue Owl Capital and Canada Pension Plan Investments, Regenxbio Phase 2 data, Wiley Chambers retires and Vivek Ramaswamy drops out of the presidential race. Plus, Bernat Olle, Vedanta Biosciences CEO, joins the group to discuss his recent Timmerman Report article on investor and entrepreneur discussions. *This episode aired on January 19, 2024 Lees meer
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Episode 85
18 januari 2024 · 1 uur
On this week’s Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Brad Loncar, Dawn Bell and Sam Fazeli discuss the latest in biotech news, including their takeaways from last week’s JPM 2024 conference and Brad’s BiotechTV interviews with several attendees. The hosts also discuss the many deals from the week including Merck’s acquisition of Harpoon Therapeutics ($680M), Johnson & Johnson’s acquisition of Ambrx ($2B), GSK acquires Aiolos Bio ($1.4B), Boston Scientific acquires Axonics ($3.7B) and several Novartis deals including their dropped pursuit of Cytokinetics, acquisition of Calypso ($250M), their licensed drugs from a China biotech ($185M) and their deal with Eli Lilly and Isomorphic Labs ($3B). Other topics include two preclinical companies, Metagenomi and ArriVent file for IPO, Vertex pauses its diabetes cell therapy trial and Astellas gets a CRL. *This episode aired on January 12, 2024 Lees meer
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Episode 84
16 januari 2024 · 1 uur 5 min
In the first Biotech Hangout of 2024, RA Capital’s Peter Kolchinsky joins hosts Daphne Zohar, Josh Schimmer, Tim Opler, Paul Matteis and Luba Greenwood to discuss the latest biotech news. They start with the last M&A deals of 2023 including Bristol Myers Squibb’s acquisition of Karuna and Rayzebio, and AstraZeneca’s acquisition of Gracell. They discuss insights from RA Capital’s latest sector analysis and the outlook for the sector in 2024, plus JPM predictions. The hosts also cover news from the first week of 2024 including Longboard Pharmaceuticals and Dyne Therapeutics data, Novartis’ expanded collaboration with Voyager, the FDA’s hold on Iovance’s TIL therapy and their approval of AstraZeneca and Ionis’ rare nerve disease treatment. Other topics include Goldman Sachs life science investment fund and ImmunityBio’s royalty financing. *This episode aired on January 5, 2024 Lees meer
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Episode 83
10 januari 2024 · 1 uur 10 min
Guest host Nick Shipley, Bio’s policy expert joins Daphne Zohar, Brad Loncar, Mike Yee and Yaron Werber on this week’s Biotech Hangout. The group discusses policy affecting biotech, including march-in rights, PBMs, IRA and FTC involvement plus bipartisan initiatives like the Orphan Cures Act. They also discuss the state of the XBI and industry sentiment, Bluebird Bio’s setbacks following FDA approval and Pfizer’s stock after its 2024 forecast revenue. They cover data from Vertex, Icosavax, Arcellx and Legend, plus several ADC deals including Bristol Meyers Squibb, SystImmune, C4 Therapeutics, Merck, Nona Biosciences and Pfizer. Other topics include updates from ASH, the new Amgen CSO plus the group shares their thoughts on what to expect in 2024. *This episode aired on December 15, 2023 Lees meer
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Episode 82
4 januari 2024 · 1 uur
On this week’s episode of Biotech Hangout, Josh Schimmer, Tim Opler, Chris Garabedian, Dawn Bell and guest host Eric Schmidt, Biotech Analyst, discuss the latest industry news. They cover the JPM year in review, XBI performance, plus Abbvie’s acquisition of Cerevel and the implications for Karuna. They also discuss a big GLP-1 deal from Roche and Carmot, the AstraZeneca/ IRA case and EV negative biotechs. They also talk about three big investors days from J&J, Sanofi and Neurocrine Biosciences, plus CVS’s update on how they will cover drugs, Eyepoint Pharmaceutical’s wet AMD data and much more. *This episode aired on December 8, 2023 Lees meer
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Episode 81
4 januari 2024 · 57 min
On this week’s episode of Biotech Hangout hosts Daphne Zohar, Tim Opler, Josh Schimmer, Chris Garabedian, John Maraganore and Ethan Perlstein discuss the latest industry news including takeaways and sentiment from the recent Jefferies, Stifel, American Heart Association and ACR conferences. They also discuss Ajinomoto acquiring Forge Biologics ($620M), Crispr and Vertex MHRA approval in the UK, Verve data and Novo Nordisk’s SELECT trial details. They hosts discuss Astellas’ acquisition of Propella ($175M) and the differences between Propella and PureTech’s lymphatic-focused technologies, on the back of PureTech’s Phase 2 data. Other topics include three merger agreements: Graphite Bio/ Lenz Therapeutics, Q32 Bio/Homology Medicines and Selecta Biosciences/ Cartesian Therapeutics, adcomm for Merck’s inhibitor for chronic cough and more. *This episode aired on November 17, 2023 Lees meer
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Episode 80
20 november 2023 · 1 uur 3 min
Hosts Brad Loncar, Tim Opler, Josh Schimmer, Dawn Bell and Yaron Werber discuss the latest industry news on this week’s episode of Biotech Hangout. They cover several upcoming conferences including the American Heart Association, which the hosts say will highlight market moving data and a “biologics revolution”, plus ACR, which will highlight CAR-T data, and the Liver Meeting. The hosts also discuss Eli Lilly’s drug approval for weight management, Cargo Therapeutics’ IPO terms and Adverum’s 3-year AMD data. There is also news in the I&I space from Moonlake Therapeutics, who was off by more than 20% after announcing psoriatic arthritis data and Ventyx Biosciences halting its Phase 2 TYK2 trial. Other topics include BioNTech’s R&D day, Pfizer and BioNTech’s vaccine data and activist investor Elliot Investment Management buys over $1B stake in BioMarin. *This episode aired on November 10, 2023 Lees meer
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Episode 79
17 november 2023 · 1 uur
On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Josh Schimmer, Brian Skorney and guest Matthew Gline, Roivant CEO discuss the current market for public biotechs plus Pharma performance including Sanofi, Pfizer, Bristol Myers Squibb, Roche, Biogen and Abbvie. The hosts also discuss Sarepta’s trial miss, and Matt shares additional commentary to Roivant’s deal with Roche. They also share thoughts on Lexeo Therapeutics’ IPO ($100M), 4D Molecular Therapeutics’ CF Phase 1 data and AstraZeneca’s investment in Cellectic ($245M). There were several large funds from the week including Abingworth’s fundraise ($365M), Blue Owl- Cowen Investments acquisition (~$1B) and Bioluminescence Ventures’ fundraise ($477M). Other topics include Bluebird Bio presells its PRV to Novartis, Amgen stops selling PSMA BiTE, Crispr Therapeutics/Vertex adcomm and Pfizer closes several sites. *This episode aired on November 3, 2023 Lees meer
Josh Schimmer disclosures: The disclosures for companies that I cover can be found on the Hangout homepage and none of the comments should be construed as investment advice.
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Episode 78
2 november 2023 · 1 uur 1 min
Guest host Paul Matteis, Biotech Analyst at Stifel, joins Daphne Zohar, Brad Loncar, Josh Schimmer, Dawn Bell and Bruce Booth on this week’s episode of Biotech Hangout to discuss market sentiment, biotech’s bear market, CTAD and World Sleep meetings and Roche to acquire Telavant ($7.1B). The hosts also cover industry issues such as the Orphan Cures Act, More Transparency Act, PRVs and more after Daphne attended meetings with senators and congressmen in DC. Additionally, they talk about the second largest A round of funding in 2023 from Aiolos Bio ($245M) plus OrbiMed’s $4.3B raise, CARGO Therapeutics’ IPO and >40 biotechs exploring strategic alternatives. Other topics include CMS expanding Medicare coverage to Alzheimer’s PET scan testing, Senator Bernie Sanders to investigate NIH licensing practices, delays in cancer care and Novartis regulatory filing pushed after data disappoints at ESMO. *This episode aired on October 27, 2023 Lees meer
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Episode 77
25 oktober 2023 · 58 min
Guests Jacob Plieth, Madeleine Armstrong and Nuvalent CEO, Jim Porter join Daphne Zohar and Josh Schimmer on this week’s Biotech Hangout to discuss the big deal of the week: Merck and Daichii’s co-development & co-commercialization deal for three ADCs (worth up to $16.5B), plus Nuvalent’s $300M raise and recent data. They also discuss the recent ESMO data breach, PTC Therapeutics’ agreement with Royalty Pharma and Monte Rosa’s partnership with Roche. Other topics include Revolution Medicines’ KRAS data, the FDA’s decision to clear Nkarta’s IND application, Pfizer’s revenue guidance related to Covid products and overall CEO and industry sentiment. *This episode aired on October 20, 2023 Lees meer
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Episode 76
16 oktober 2023 · 1 uur
On Biotech Hangout this week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Mike Yee & Tim Opler discuss biotech sentiment & cover the big news of the week. M&A as a topic including Bristol Myers Squibb to acquire Mirati Therapeutics for $4.8B, plus the 14 biotech acquisitions in 2023 over $1B and Illumina ordered to sell Grail after completing a $7.1B acquisition deal. A lot of data came out this week from companies including Akero, Alnylam, Ventyx, Merck, Novo Nordisk, Immunic and PMV Pharmaceuticals. Mike and Brad also share takeaways from Jefferies CNS Day and HLTH 2023. *This episode aired on October 13, 2023* Lees meer
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Episode 75
16 oktober 2023 · 1 uur 4 min
On this week’s Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Bruce Booth, Josh Schimmer and Yaron Werber cover the state of the XBI after it hit a 52-week low. They also discuss several deals and financings from the week including Eli Lilly acquiring Point Biopharma ($1.4B) and radiopharma more generally and Sanofi paying Teva to collaborate on inflammatory bowel disease treatment (up to $1.5B). Also Biohaven’s offering (~$225M), Amicus Therapeutics’ financing with Blackstone ($430M), and Orchard Therapeutics acquired by Kyowa Kirin ($478M). Takeda announces withdrawal of EXKIVITY after its accelerated approval gets pulled, Syndax, ALX Oncology and Roche data and Boehringer Ingelheim launches biosimilar to AbbVie’s Humira at an 81% discount. Other topics include Amgen’s KRAS inhibitor under FDA review, Exscientia and AI, Ionis Pharmaceuticals’ R&D day and Infinity Pharmaceuticals shuts down. *This episode aired on October 6, 2023 Lees meer
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Episode 74
4 oktober 2023 · 1 uur 2 min
On this week’s Biotech Hangout, guest Matt Gline, CEO of Roivant, joins hosts Daphne Zohar, Tim Opler, Mike Yee and Yaron Werber to discuss recent Phase 1 data from Immunovant, part of the Roivant family of companies & Igg degraders broadly (BHVN & ARGX). The hosts also cover biotech sentiment, M&A and the state of the XBI. They discuss BridgeBio PIPE funding, Alfasigma acquires Intercept Pharmaceuticals, setbacks for two CD47s (Abbvie and Gilead) and Morphic Therapeutic’s controversy. Other topics of discussion include Apellis Favus short report, and Bristol Myers Squibb and AstraZeneca drug pricing negotiations. *This episode aired on September 29, 2023* Lees meer
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Episode 73
3 oktober 2023 · 1 uur 1 min
Josh Schimmer returns on this week’s Biotech Hangout and joins hosts Brad Loncar, Tim Opler, Dawn Bell and Brian Skorney to discuss the industry news of the week. They cover the state of the XBI, IPOs and M&A, plus the ORPHAN Cures Act and low demand for biotech lab space. The hosts also discuss several Phase 3 results from the week (Travere, Iveric, AstraZeneca/ Daiichi Sankyo & Seagen), and partnerships given back to companies (Chiesi gives rights back to Inhibrx & Novartis gives rights back to BeiGene). Other topics include ARS Pharma’s CRL from the FDA, Fresh Tracks returning cash to shareholders and AI in biotech. *This episode aired on September 22, 2023 Lees meer
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Episode 72
22 september 2023 · 1 uur 1 min
Guest Yaron Werber joins hosts Daphne Zohar, Chris Garabedian and Brad Loncar for this week’s Biotech Hangout, centered on the theme of ‘management and culture.’ They cover the big IPO news of the week from Neumora (~$2.5B valuation) and RayzeBio (~$1B valuation) plus Acelyrin’s share value drops after sharing top-line results despite being the largest biotech IPO this year. They also discuss Goldman Sachs dropping its price targets and ratings for “early-stage” biotechs and updates from both Moderna and Roche, who held their R&D days this week. Also, Galapagos’ 52-week low and the contrast with Argenx plus the FDA ad comm on Anlylam’s cardiomyopathy candidate. Other topics of discussion include 2seventy bio’s restructuring, CymbaBay data, ImmunityBio’s equity & debt financing & Day One’s updated data & FDA filing decision date. *This episode aired on September 15, 2023 Lees meer
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Episode 71
14 september 2023 · 1 uur 1 min
On this week’s Biotech Hangout, guest Frank David, Tufts Professor & Author, joins Daphne Zohar, Chris Garabedian, Dawn Bell and Brian Skorney to discuss the latest biotech news. Following recent news from several “Hub & Spoke” companies, including raises from Apollo, Nimbus & Star Therapeutics, the hosts discuss this innovative business model. They also cover M&A news, including the FTC’s approval of Amgen’s acquisition of Horizon Therapeutics and Nestle’s decision to sell the peanut allergy drug it acquired for $2.6B for an undisclosed upfront payment. Other big topics include the 10 drugs announced for Medicare negotiations. Additional themes include the IPO landscape from the ECM, private and crossover perspectives, CymaBay data, Applied Therapeutics FDA meeting & implications for orphan diseases, and Tonix Pharmaceuticals’ data. *This episode aired on September 8, 2023 Lees meer
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Episode 70
29 augustus 2023 · 56 min
On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Brad Loncar, Brian Skorney and Michal Preminger discuss the latest industry news including how the state of biotech M&A is tracking and the potential impact of the FTC’s two new proposed rules – plus the latest on Amgen and Horizon’s FTC lawsuit. The hosts also cover private equity financings, including Taysha Gene Therapies’ PIPE and the background behind Biogen’s bid to acquire Reata. Additional coverage includes data and regulatory updates (Seagen, Pfizer, Delcath, Galecto, 2seventy bio) as well as how the FDA weighs mixed data against high patient need, most recently with approval of palovarotene. Other topics include Blue Shield of California partnering with various companies (Amazon, Cost Plus Drug, etc.) to handle drug delivery and bispecific drug pricing. *This episode aired on August 18th, 2023 Lees meer
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Episode 69
17 augustus 2023 · 1 uur
On Biotech Hangout this week, Brad Loncar, Chris Garabedian, Sam Fazeli, Rob Perez and Ethan Perlstein discuss the influence of GLP-1s including cost, safety, drawbacks and more in light of Novo Nordisk’s positive semaglutide SELECT study results and Eli Lilly’s earnings, which rose due to their type 2 diabetes drug. Other big topics include last week’s Sage and Biogen news following the FDA’s decision to approve zuranolone for PPD but not MDD and its effect on Sage’s stock, plus progress and setbacks in ultra rare diseases including Taysha Gene Therapies. The hosts also dive into Iveric Bio’s drug approval for geographic atrophy, Nektar suing Eli Lilly over botched data, Bluebird Q2 earnings, Mirati data and the 3rd annual Timmerman Traverse. *This episode aired on August 11, 2023 Lees meer
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Episode 68
9 augustus 2023 · 1 uur 1 min
On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Brad Loncar, Bruce Booth, Otello Stampacchia and Mike Yee cover industry news from the week. They discuss the latest deals including Alexion acquiring Pfizer’s rare disease gene therapy portfolio and Revolution Medicines acquisition of EQRx and a broader discussion of merging with negative EV companies as a strategy for fundraising and the “fundability” of certain founders. The hosts also dive into the hot topic of the week: Biogen and Sage’s PDUFA for zuranolone in MDD and PPD. Additionally, they cover the busy week of Q2 earnings, which included news from Pfizer, Vertex, Moderna, Regeneron, TG Therapeutics and more. Other topics of discussion included the state of biopharma jobs, Vertex non-opioid data, an SVB healthcare report on VC funds, climate change and Steve Jobs’ son starting a VC firm for cancer treatments. *This episode aired on August 4th, 2023 Lees meer
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Episode 67
1 augustus 2023 · 1 uur 1 min
On this week’s episode of Biotech Hangout, guest Matthew Gline (CEO of Roivant) joins hosts Brad Loncar, Tim Opler and Brian Skorney to discuss Biogen’s heavy news week, including their acquisition of Reata for $6.5 billion, their decision to cut 1,000 jobs by 2025 and their quiet stance regarding their upcoming PDUFA date to treat PPD and MDD in partnership with Sage. The hosts also cover other layoff and leadership changes, including the resignation of FibroGen’s CEO and layoffs from Infinity and Mersana. The group also touches on the $2.8 billion hypertension deal between Roche and Alnylam and the impact this deal could have on patients. Additionally, they discuss Gilead being accused of slow-walking the development of a new version of an HIV therapy to extend their patent protection, British billionaire Joe Lewis being charged with insider trading and the impact that poor data readouts had on Stoke Therapeutics’, Gilead’s and Kodiak’s shares. *This episode aired on July 28, 2023* Lees meer
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Episode 66
1 augustus 2023 · 59 min
On this week’s episode of Biotech Hangout, guest Neil Kumar (CEO of BridgeBio) joins hosts Daphne Zohar, Brad Loncar, Tim Opler, Bruce Booth and Brian Skorney to discuss BridgeBio’s long awaited, positive Phase 3 transthyretin amyloid cardiomyopathy (ATTR-CM) data, including the company’s ups and downs and some leadership lessons along with the benefits of diversification. The hosts also cover the Acumen Pharmaceuticals and Eli Lilly positive Alzheimer’s data, in addition to questions around safety for eye disease trials related to Apellis’ Syfovre and Horizon Therapeutics’ Tepezza. With a news heavy week, the group also discusses data integrity issues (including the Marc Tessier-Lavigne case), the impact of priority review vouchers and deals/M&A. *This episode aired on July 21, 2023* Lees meer
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Episode 65
20 juli 2023 · 59 min
On this week’s episode of Biotech Hangout, hosts Brad Loncar, Chris Garabedian, Tim Opler, Dawn Bell and guest host Brian Skorney talk the latest in industry news. They discuss the first FDA approved Alzheimer’s drug to slow cognitive decline plus the subsequent retirement of Esai’s CEO /Alzheimer’s lead. Several other headlines this week including Eli Lilly’s Versanis acquisition, ADC Therapeutics pausing trial enrollment, Illumina’s fine and BeiGene and Novartis terminating their agreement. The hosts also talk about China-related news including the FDA planning to import more doses of chemotherapy from China and four of the top 10 global pharma license deals this year have come from China. They also discuss ophthalmology news from Astellas, 4D Molecular Therapeutics and Tenpoint Therapeutics. Other news covered this week includes the role of AI in drug development following Nvidia’s investment in Recursion, Apogee and Sagimet’s IPOs targeting, Viridian data and Avrobio considering M&A. *This episode aired on July 14, 2023* Lees meer
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Episode 64
3 juli 2023 · 1 uur 1 min
On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Chris Garabedian, Mike Yee and Bruce Booth discuss the week’s industry news including M&A, regulatory, data and more. They highlight the continued M&A streak with Eli Lilly acquiring Dice Therapeutics. They also discuss PhRMA’s lawsuit vs. the U.S. government over IRA Medicare Drug Price Negotiations, following similar suits from Merck & Bristol Myers Squibb. They also talk about several Duchenne news items including Santhera licensing its Duchenne drug to Catalyst and Sarepta’s DMD therapy approval. Additional industry news covered includes the SEC’s case against biotech executives and investors and conflicts of interest with PBMs and FTC’s lawsuit against Amgen. The hosts also discuss what happened to big academic tech transfer deals, Leerink is back, Intercept, Alderya and Arcellx regulatory news, plus Uniqure and Roivant data. *This episode aired on June 23, 2023* Lees meer
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Episode 63
23 juni 2023 · 1 uur 4 min
This week, hosts Daphne Zohar, Brad Loncar, Tim Opler & Michal Preminger focus on the theme of people and reputation in the industry. The hosts (and several audience members, including STAT reporter Allison DeAngelis and Kojin Therapeutics CEO Luba Greenwood) discuss the hot topic of the week - media coverage of Biogen board changes. Additionally, in the wake of Ram Sasisekharan speaking out after a four-year investigation exonerated him, the group discusses repercussions for accusers and impact to reputation. In addition to people topics, the hosts cover the week’s financings and M&A including the first biotech to file for IPO in months, plus data from EHA 2023 and data integrity. *This episode aired on June 16, 2023* Lees meer
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Episode 62
14 juni 2023 · 58 min
This week, Daphne Zohar, Brad Loncar and John Maraganore hosted a special live edition of Biotech Hangout at the BIO conference, and they dive into their learnings on this week’s episode. They are also joined by Josh Schimmer and Otello Stampacchia to discuss the latest news, data, deals and more. The hosts debate the hot topic of the week - Merck’s lawsuit against the U.S. government’s IRA negotiations. They also discuss data that was shared at the recent ASCO 2023 conference, and a tweet accused of moving stock. Other topics include a surprising acquisition and oncology response criteria. *This episode aired on June 9, 2023* Lees meer
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Episode 61
6 juni 2023 · 59 min
On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer, Tim Opler, Chris Garabedian and Brad Loncar talk the latest biotech news. Several of the hosts report live from ASCO 2023 and share highlights and headlines from the conference as well as general industry sentiment around oncology companies. The hosts also discuss the latest deals and financings and debate short-sellers and activist investors and their effect on biotech stocks. Other topics include data from Sanofi, Icosavax, Pfizer and BioHaven over the last two weeks, the FDA’s decision on Sarepta, perspectives on accelerated approvals for rare disease, Amylyx’s ALS drug and Brad’s newest business venture. *This episode aired on June 2, 2023* Lees meer
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Episode 60
24 mei 2023 · 58 min
On this week’s Biotech Hangout, hosts Daphne Zohar, Mike Yee, Otello Stampacchia, Brad Loncar and Bruce Booth discuss the latest in the biopharma industry including public offerings, deals and financings, data and more. The group dives into the slowdowns in private financings, whether or not the IPO window should be open by now, and the Akero and Coherus follow-on offerings. There is a debate as to whether the news that the FTC is suing to block Amgen from acquiring Horizon Therapeutics has positive or negative effects on SMID cap biotechs. The group also discusses the FTC’s widening probe into PBMs specialty drug pricing. Additionally, data from Viking Therapeutics, X4 Pharmaceuticals, and PTC Therapeutics is discussed. Other topics include Pfizer debt offering, Former Immunomedics CFO pleads guilty to securities fraud, Billy Dunn joining the board of Prothena and Paul Stoffels joining Galapagos. *This episode aired on May 19, 2023* Lees meer
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Episode 59
16 mei 2023 · 1 uur
On this week’s Biotech Hangout, hosts Daphne Zohar, Tim Opler, Josh Schimmer, Bruce Booth, John Maraganore and Sam Fazeli talk the latest industry news from the past two weeks. Daphne, Bruce and John reflected on a panel they participated in at the 2023 Convergence Forum earlier that day, sharing their thoughts on the last 20 years in biotech and making predictions for the next 20. The hosts discussed recent M&A news, findings from a new Evercore ISI report on the “short launch thesis”, and the latest earnings news. They also touched on data and the potential impact of two companies’ adcomms. *This episode aired on May 12, 2023* Lees meer
Disclosures from Josh Schimmer: Evercore ISI disclosures for the stocks that I cover can be found on the Biotech Hangout home page.
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Episode 58
2 mei 2023 · 59 min
Special guest Praveen Tipirneni, CEO of Morphic, joins Daphne Zohar, Tim Opler, Josh Schimmer, Rob Perez and John Maraganore on this week’s Biotech Hangout to discuss the latest news. The hosts discuss large pharma companies providing guidance regarding possible upcoming deals as well as pipeline cuts. The hosts also discuss the recent FDA approval of Seres’ FMT product, the impact on the microbiome field, and differentiated next generation approaches being taken by companies like Vedanta who raised a $106M financing this week along with $270M A round from Orbital being bullish signals for private financings. Praveen Tipirneni details Morphic’s positive Phase 1 data for IBD, recounting what it took for his team to get there, and other data announcements from the week including Arrowhead, Alnylam and Avidity. Other topics of discussion include biotechs making creative deals in an unpredictable market, RNAi, and whether platforms or products are more attractive M&A targets. *This episode aired on April 28, 2023 Lees meer
Disclosures from Josh Schimmer: Evercore ISI disclosures for the stocks that I cover can be found on the Biotech homepage
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Episode 57
25 april 2023 · 1 uur 1 min
On this week’s episode of Biotech Hangout, CEO of Bellus Health (announced this week that GSK is acquiring for $2B), Roberto Bellini, joins hosts Daphne Zohar, Tim Opler, Dawn Bell, Sam Fazeli and Brad Loncar. The group discusses the week’s deals and financings, data and broader themes of innovation. Roberto shares his personal experience going through an acquisition and what it took for his company to get to that point from a TSK listed microcap valued at ~$15M to a $2B success story, his thoughts on innovation taking many different forms and the pros and cons of single-asset companies. The hosts also deep dive into AACR data, highlighting Lily’s KRAS data & Moderna’s vaccine data and touch on how policy is affecting our industry, with a focus on some new bills seeking to improve how R&D expenses are deducted. *This episode aired on April 21, 2023* Lees meer
Disclosures from Josh Schimmer:
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Episode 56
18 april 2023 · 1 uur 3 min
On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Tim Opler, Michal Preminger and Brad Loncar discuss the latest industry news including deals and financings, data, regulatory and more. Brad starts the episode by sharing a personal update on the health of his father, thanking the biotwitter community and lauding the first responders, nurses and specialists who helped save him. Despite some industry setbacks from the week, there was positive news to share including data from a Torreya study, which showed the specialist buyside remained strong at the end of 2022 as well as a list of turnaround stories in the industry. The American Association for Cancer Research (AACR) released their 2023 abstract, sharing Moderna’s personalized cancer vaccine study as a clear showstopper. Interesting news on the funding landscape, with 4 VCs announcing fundraises, while there was a huge drop in funding to companies. Following the overturning of the FDA’s approval of mifepristone, Daphne joined over 400 others to sign a letter condemning the ruling & called for it to be overturned. *This episode aired on April 14, 2023* Lees meer
Disclosures from Josh Schimmer: "Disclosures for the stocks that I cover can be found on the Biotech Hangout home page."
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Episode 55
6 april 2023 · 53 min
This week on Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Tim Opler and Sam Fazeli discuss the latest in the biopharma industry from market updates and deals to regulatory and beyond. There were several optimistic pieces of stock news covered, including Viking Therapeutics’ strong Phase 1 obesity data and Biomea Fusion’s positive Phase 2 diabetes data. The group also discussed the positive reaction to new Phase 1b data from Biogen’s tau drug BIIB080n at International Conference on Alzheimer’s and Parkinson’s Diseases (AD/PD™ 2023), which paves the way for the drug to be another major player in the Alzheimer’s drug development space. Additionally, the hosts highlight the latest on the shortage of non-human primates for early-stage trials, Scorpion Capital’s report on Harmony Biosciences, Jounce Therapeutics’ $96.5M cash bid from Kevin Tang’s Concentra Biosciences, and more. *This episode aired on March 31, 2023* Lees meer
Disclosure from Josh Schimmer: "Disclosures for the companies that I cover can be found on the Biotech Hangout homepage."
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Episode 54
30 maart 2023 · 59 min
On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer, Rob Perez, Sam Fazeli and Mike Yee discuss market sentiment after the fallout from Silicon Valley Bank, possible impact of proposed SEC changes, the impact of IRA, data announcements (Nimbus, Karuna, Altimmune and 89bio), FDA happenings and more. The episode also delves into pharma patent cliffs, Moderna CEO, Stéphane Bancel’s, handling of his senate hearing on the company’s plans to increase price of Covid vaccines, antifungal drug approval and NFL as a biomarker for neurodegenerative disease. *This episode aired on March 24, 2023* Lees meer
Disclosure from Josh Schimmer: "Evercore ISI disclosures for the companies that I cover can be found on the Biotech Hangout homepage."
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Episode 53
21 maart 2023 · 1 uur
On this week’s episode of Biotech Hangout, For Blood and Money: Billionaires, Biotech, and the Quest for a Blockbuster Drug author, Nathan Vardi, joins hosts Daphne Zohar, Josh Schimmer, Tim Opler and guest Barbara Ryan. They start the discussion recapping the fallout from the collapse of Silicon Valley Bank (SVB) and the domino effect it’s had, including more fear in the banking system, hate and blame directed towards VCs, and the effect on CFOs. The conversation pivots to more positive news with three big M&A deals from the week - Pfizer acquires Seagen, Sanofi acquires Provention Bio and Merck acquires Velos Bio - and the proportion of new drug approvals in the neurology space. Then, the group highlights activist investors in biotech, who made waves this week. *This episode aired on March 17, 2023. Lees meer
Disclosure from Josh Schimmer: "Evercore ISI disclosures for the companies that I cover can be found on the Biotech Hangout homepage."
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Episode 52
13 maart 2023 · 1 uur 1 min
On this week’s episode, hosts Daphne Zohar, Josh Schimmer, Tim Opler and Sam Fazeli discuss the fall of Silicon Valley Bank (SVB), private financings, drug pricing and more. The hosts jump right into SVB, summarizing how the fall happened and the potential threats and implications to the industry. They comment on how this would have been an otherwise great week for private biotechs, but now many may be scrambling. The discussion turns to President Biden’s budget proposal impacting drug pricing and how Eli Lilly has responded, unique financing structures and the merger between Adaptimmune and TCR2 Therapeutics. The hosts pivot to some of the good news from the week including BridgeBio’s positive data from its dwarfism drug, AstraZeneca’s Tagrisso demonstrating strong overall survival in Phase III trial for patients with early-stage EGFR-mutated lung cancer and FDA panel votes. They close the discussion hoping for a positive resolution. *This episode aired on Friday, March 10 as events were occurring.* Lees meer
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Episode 51
13 maart 2023 · 1 uur 7 min
On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer and Brad Loncar are joined by Andy Plump, President, Research & Development at Takeda, and Mathai Mammen, former Executive Vice President, Pharmaceuticals, R&D, Johnson & Johnson. The group kicks off with a discussion on productivity in the pharma industry, including cost increases to the innovations that are on the horizon and improved efficiencies in trials, manufacturing and beyond. The group transitions to talk about the latest industry news, regulatory actions and notable recent fundings. They examine the scrutiny around the recent FDA approval of Reata’s treatment for a rare neurological disorder, the approval of Intellia’s IND for in vivo CRISPR gene editing and the FDA’s decision not to hold an advisory committee meeting for Sarepta’s DMD candidate, sharing opinions on whether they perceive any trends indicating the FDA is becoming more or less lenient. They round out the episode by sharing perspectives on AI technology and the impact it will have on the future of the industry. *This episode aired on March 3, 2023.* Lees meer
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Episode 50
3 maart 2023 · 1 uur 7 min
This week, Paul Hastings, Chief Executive Officer and President of Nkarta Therapeutics and Chair of the Biotechnology Innovation Organization (BIO), joins Biotech Hangout hosts Daphne Zohar, Josh Schimmer, Rob Perez and Dawn Bell. The group discusses the latest biotech industry consolidations and dissolutions and Big Pharma’s looming patent cliff. They touch on controversies surrounding Vertex’s latest drug pricing, the abortion pill ban and pending implications for the FDA, industry diversity and Vivek Ramaswamy’s resignation from Roivant’s Board of Directors as he prepares to pursue his U.S. presidential campaign. Lees meer
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Episode 49
22 februari 2023 · 1 uur 8 min
On Biotech Hangout this week, hosts Daphne Zohar, Tim Opler, Chris Garabedian, Bruce Booth and Michal Preminger are joined by Andy Plump, President, Research & Development at Takeda, and Jay Bradner, Physician-Scientist and former President of the Novartis Institutes for BioMedical Research. They talk pharma productivity and its impact on M&A, new models for advancing and funding medicine and why we need them and what a pharmaceutical R&D head actually does. Andy and Jay discuss conflicts between research and commercial departments, share their experiences, insights and strategies learned from their careers in R&D executive roles and describe the elements needed for a biotech company to be successful long-term. The hosts end with a lively discussion of business models in the industry from venture creation to listed “truffle hunters” to pharma efforts at being more entrepreneurial. Lees meer