BiotechTV - News SF Healthcare Week: Baird Senior Analyst Brian Skorney comments on Monday's conference news and highlights his top picks ahead for 2026
Jan 12, 2026
Brian Skorney, a senior biotech analyst at Baird, dives into the latest trends from San Francisco Healthcare Week. He highlights Biohaven's innovative degrader platform and its potential impact on IGAN treatment. Skorney also discusses Xenon's KV7 program, emphasizing its promising efficacy in seizure management. He identifies Biogen as a key player due to its advancements in blood biomarkers and dosing methods. Lastly, he reviews the ongoing developments at Sarepta and their gene therapy strategies. Tune in for insightful market perspectives!
AI Snips
Chapters
Transcript
Episode notes
Read JPM As Incremental, Not Empty
- Expect JPM to produce incremental news rather than blockbuster deals this year; focus on measured updates and guidance.
- Avoid over-reading the lack of M&A; treat the week as a steady flow of company-level announcements.
Precision Targeting In IgA Nephropathy
- Biohaven's degrader platform targets GD-IGA1, offering disease-specific treatment for IgA nephropathy.
- If GD-IGA1 reductions translate to proteinuria drops, it could change the treatment paradigm for these patients.
Selective Degradation Avoids Broad B‑Cell Suppression
- Current B-cell modulating therapies reduce GD-IGA but also suppress other immunoglobulins, risking broader immune effects.
- A selective degrader hitting GD-IGA1 could avoid off-target immunoglobulin loss and associated risks like PML.