
Episode 64
Biotech Hangout
00:00
The Dice Lily Deal and the Industry Sentiment
There's a lot of interesting dynamics over that the key collision is that certainly if you've got some good proof of concept data, there's multiple examples now where I and I companies are getting taken out. And then people are watching Netflix and some of the other IL-17 players and whatnot. The two comments I would make are in addition to the impressive dice field, there were two reverse murders over analysis week. One was between Tilaris and Turmaline. So Turmaline has an aisle six that they're using for thyroid eye disease, but it's basically in the INI space. And then the second murder was between the glaya biotherapeutics and spire
Transcript
Play full episode