Investors and Clinical Trials: Navigating Transparency

On this week’s Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Chris Garabedian, John Maraganore and Sam Fazeli kick off the show sharing perspectives on the markets and its effects on the growing queue of biotech IPOs, particularly following the influx of large private deals over the past few months. As the founding CEO of Alnylam, John provides his thoughts on the Helios-B full study data presentation at the ESC Congress while the broader group weighs in on the competitive implications of the data. The hosts also discuss Recursion, which shared some mixed data this week on its lead AI-derived drug candidate. In other data news, the group discussed the battle of the BTK inhibitors with both Sanofi and Roche announcing multiple sclerosis clinical trial readouts. The management theme was prominently featured in this week’s discussion as the hosts talk about some rules of engagement for biotech executives, ‘founder mode versus manager mode’ leadership styles, and ponder the sweep of management changes announced by Dyne Therapeutics. The hosts also set the stage for anticipated data announcements at the upcoming World Conference on Lung Cancer (WCLC) and European Society for Medical Oncology (ESMO), and much more. *This episode aired on September 6, 2024.