Biotech Hangout
Episode 79
Nov 17, 2023
Matthew Gline, Roivant CEO, joins the hosts to discuss the current market for public biotechs, Sarepta's trial miss, Roivant's deal with Roche, Lexeo Therapeutics' IPO, 4D Molecular Therapeutics' CF Phase 1 data, and AstraZeneca's investment in Cellectic. They also talk about large fund raises, Bluebird Bio preselling its PRV to Novartis, Amgen stopping selling PSMA BiTE, Crispr Therapeutics/Vertex adcomm, and Pfizer closing several sites. They analyze Sanofi's share drop, stock reactions in the industry, challenges in the biotech IPO market, gene therapy for CF and macular degeneration, biotech deals and investments, and the pricing and value of PRVs in the industry. Lastly, they analyze recent market performance and future prospects.
01:00:09
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Quick takeaways
- Vertex Pharmaceuticals underwent an FDA Adcom to discuss the long-term risks and potential off-target effects of its CRISPR-based therapy for sickle cell disease.
- Insight Pharmaceuticals disclosed a program for a mutant-selective Jack inhibitor for myelofibrosis, targeting the V617F mutant.
Deep dives
Vertex Pharmaceuticals faces FDA Adcom for CRISPR-based therapy
Vertex Pharmaceuticals underwent an FDA Adcom to discuss the long-term risks and potential off-target effects of its CRISPR-based therapy for sickle cell disease. The Adcom did not result in a voting decision but focused on evaluating the safety and efficacy of the therapy.
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