Biotech Hangout Episode 74
Oct 4, 2023
Matt Gline, CEO of Roivant, joins hosts to discuss recent Phase 1 data from Immunovant, biotech sentiment, M&A, state of the XBI, BridgeBio PIPE funding, Alfasigma acquires Intercept Pharmaceuticals, setbacks for two CD47s, Apellis Favus short report, and drug pricing negotiations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Biotech's Business Model and Profitability Challenges
01:36 • 17min
Management Credibility and Data Release
18:38 • 10min
Shorting Stocks: Timing and Risks
28:50 • 4min
Promising Data for Second-Generation Antibody and Financing Update
32:47 • 11min
Navigating the Vechromoswami Effect and Interactions
43:22 • 2min
Perception of the Pharmaceutical Industry
44:53 • 15min
Discussion on the Current Sentiment in the Biotech Industry and Optimism for a Turnaround
59:27 • 3min