

Episode 23: A Between the Biotech Waves conversation with Jim Birchenough, Vice Chair of Wells Fargo Biopharmaceutical Inv Banking
Jan 8, 2023
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
Introduction
00:00 • 3min
Is the Cycle of Biotechnics Going on So Long?
02:44 • 4min
Are You Seeing a Cash Runway?
06:33 • 2min
Is Volume Driven Investing a Good Thing?
08:42 • 2min
Are the M&A Financings of the Past a Good Idea?
10:41 • 2min
Is the Consolidation Making Healthier Companies?
12:39 • 2min
Are We Seeing More Realistic Approaches to Prosecution of Clinical Trials?
14:47 • 4min
Do You Think We're Going to See a Recovery in Q1?
18:54 • 3min
Is There a Pain Point Now?
21:27 • 4min
Gene Therapy
25:36 • 2min
Is the Inflation Reduction Act Positive Negative in Your Mind?
27:33 • 2min
Is Now the Time to IPO?
29:08 • 4min
Do You Think We've Got a Full Reset of Public Market Valuation?
32:59 • 3min
Is There a Step Up in the IPO?
36:14 • 2min
Is Insider Participation a Relatively High Thing?
38:28 • 2min
Is the T.T.W. Process Helping Investors?
40:14 • 3min
Is There Enough Capital on the Sidelines to Really Support the Sector?
43:44 • 2min
Is FDA a Gatekeeper to Biotech?
45:44 • 3min
Do You Think We're Facing Challenges With New Modalities?
48:32 • 3min
Patient Advocacy - Is There a Danger of FDA Become More Hawkish?
51:57 • 2min
Is 2023 Going to Be a Good Year?
53:57 • 3min