Biotech Hangout Episode 82
Jan 4, 2024
Biotech Hangout welcomes biotech analysts Josh Schimmer, Tim Opler, Chris Garabedian, Dawn Bell, and guest host Eric Schmidt. They cover topics such as the JPM year in review, XBI performance, Abbvie's acquisition of Cerevel, big GLP-1 deal from Roche and Carmot, AstraZeneca/IRA case, three big investors days from J&J, Sanofi and Neurocrine Biosciences, CVS's drug coverage update, and Eyepoint Pharmaceutical's wet AMD data.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Macroeconomic Backdrop and its Impact on the Biotech Industry
05:05 • 3min
The correlation between XBI and the global economy
08:33 • 17min
GLP and the Biden threat to use the March in Rights
25:16 • 4min
Lawsuit Against IRA Implementation Rules
28:51 • 16min
The Importance of Cash in the Biotech Industry
44:23 • 13min
Nurek and's Internal Pipeline and Krenesserfant in Congenital Adrenal Hyperplasia
57:07 • 3min