

Episode 76
Oct 16, 2023
Biotech Hangout's Daphne Zohar, Brad Loncar, Josh Schimmer, Mike Yee & Tim Opler cover the big news: BMS' acquisition of Mirati Therapeutics, 14 biotech acquisitions over $1B, and Illumina ordered to sell Grail after acquisition deal. They discuss data from Akero, Alnylam, Ventyx, Merck, Novo Nordisk, Immunic, and PMV Pharmaceuticals. Takeaways from Jefferies CNS Day and HLTH 2023 are shared.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Marathi's Potential in the Market and Competition with Amgen
03:12 • 17min
Disappointing Results of F4 Cirrhosis Nash Study and Impact on Stock
20:32 • 7min
Skepticism and Surprises in the Ad Com Meeting
27:47 • 3min
Analyzing the Stock Drop of Ventix Bioscience
30:40 • 11min
Merck Keynote 671 Study and Overall Survival in Lung Cancer
41:42 • 2min
Immunik's Positive Interimface 2 Data for MS Product
43:19 • 16min