273: Back to school for biotech, Biogen's potential pivot, & Illumina's next chapter

Longtime analysts at Cantor Fitzgerald, Josh Schimmer and Eric Schmidt, discuss the biotech industry's current state, including Biogen's potential pivot, new leadership at Illumina, and the future of CRISPR medicine. They also reflect on the appointment of Jane Grogan as the head of research at Biogen and the upcoming FDA advisory panel meeting for a CRISPR-based treatment for sickle cell disease. The episode explores the evolving dynamics of the biotech industry, including challenges in evaluating therapies and industry consolidation.