The Readout Loud

354: Uncertainty in CRISPR world and the start of more M&A

5 snips
May 22, 2025
Jason Mast, a STAT reporter specializing in gene therapy, brings a wealth of knowledge to the discussion. He shares insights from the recent American Society of Cell and Gene Therapy meeting, highlighting both excitement and uncertainty in the gene editing field. The conversation touches on recent mergers, including Sanofi's acquisition of Vigil Neurosciences, and the changing landscape fueled by leadership shifts at Novo Nordisk. They also delve into the FDA's review of cancer drugs, navigating both data challenges and clinical implications.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Confidence in Alzheimer's Target TREM2

  • The Sanofi acquisition of Vigil Neurosciences shows continued confidence in the TREM2 Alzheimer's target despite recent setbacks by competitors.
  • The premium paid highlights that small-cap biotechs might be undervalued in the tough current market.
INSIGHT

Small Biotech M&A Momentum Returns

  • M&A activity for small biotech firms is gaining traction after a long dry spell of big deals.
  • This rise is crucial for VCs needing portfolio exits and to fuel future fundraising.
INSIGHT

Novo Nordisk CEO Exit Signifies Transition

  • Novo Nordisk's CEO departure signals challenges from recent market competition and pipeline disappointments.
  • The company's unique foundation ownership allows long-term focus, complicating the true reasons behind the leadership change.
Get the Snipd Podcast app to discover more snips from this episode
Get the app