Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The Future of the IPO Market
01:35 • 2min
The Coherence of the Private Markets
03:11 • 4min
The Private Markets and the IPO Window
07:03 • 4min
The Impact of the FTC Intervening in the AMGIN Acquisition of Horizon
11:20 • 3min
The FTC's Decision to Block Amgen's Acquisition of Schmidt Cap Biotech
14:04 • 2min
The Perception of a Slowdown in Schmidt Cap
16:05 • 4min
The FTC's Targeting of PBMs
19:38 • 3min
Haudafne: A Mixed Profile
22:38 • 2min
The FDA's Tough on Noninvasive Diagnostic Tests for NASH
24:27 • 4min
The Role of Clinical Holds in FDA Decision Making
28:26 • 2min
PTC and X4: A Comparison of Drugs and Risk Benefits
30:08 • 5min
Billy Dunn Joins the Board of Prothena
34:51 • 2min
The Pros and Cons of Cross Fertilization
36:29 • 2min
Immunometrics CFO Pleads Convicted to Securities Fraud
38:22 • 2min
The Importance of Confidence in Insider Trading
40:09 • 2min
Galapagos' Negative Enterprise Value
42:07 • 2min
The Risk of Spending Big Box in Later Stages of Development
44:06 • 4min
The Impact of Interest Rates on Stock Prices
48:15 • 4min
The Impact of the Debt Ceiling on Drug Revenues
52:13 • 3min
The Return of in-Person Meetings
54:59 • 3min