Jared Holz, a healthcare strategist at Mizuho, provides insights into the biotech rebound and investor sentiment, emphasizing the impact of fewer IPOs on market recovery. He shares that hedge funds are currently driving biotech investments. Meanwhile, Dietmar Berger, from Gilead Sciences, discusses innovative cell therapies in oncology. The conversation also explores AstraZeneca's surprising revival of a shelved rare disease candidate due to a calculation error, and Peter Marks’ transition to Eli Lilly adds a splash of controversy to the biotech landscape.
