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 22 23 24
Introduction
00:00 • 4min
The Inverted Yield Curve in Treasuries
03:37 • 3min
The $15 Billion Under Realized Loss on the $91 B Health Maturity Securities Portfolio
06:39 • 3min
The Impact of the IRA on Small Biotech Companies
09:25 • 3min
Financing Structures in the Pharmaceutical Industry
12:30 • 2min
The Adapting U.S. To Bird Feed Exposure
14:39 • 4min
The Negative Signals of Mergers
18:21 • 2min
The Paradox of Diversification in Biotech
20:23 • 3min
Bridge Bio's Stock Price Jump Justifies a Jump in Stock Price
23:05 • 2min
The Better Mouse Trap Theme in Biotech in 2023
24:43 • 2min
How to Improve the Efficiency of the Drug Discovery Industry
27:02 • 2min
The Importance of a Shared Team in a Company
28:40 • 2min
The Effects of EGFR Mutant Lung Cancer on Overall Survival
30:54 • 2min
Should FDA Advisory Committees Have Panels?
33:24 • 2min
The Importance of the FDA Vote
35:36 • 2min
Eli Lilly's Proactive Pricing Plan for Insulin
37:26 • 3min
The Impact of SBB on the Biopharmaceutical Industry
40:33 • 3min
The Signs of a Run
43:19 • 2min
The FDIC's Takeover of SBB Is Not a Problem
45:40 • 4min
The Impact of Cryptocurrency on the Biopharmus Sector
49:54 • 2min
Why VCs Aren't Funding Their Companies Public or Private
51:44 • 2min
The Role of Operating Capital in Partnership BD and M&A
54:07 • 2min
How to Manage Margin in a Pharma Industry
56:36 • 2min
The Smartest Thing to Do in a M&A Transaction
58:34 • 3min