Frank David

Biotech consultant Frank David explains subgroup analyses and how they can be misleading. The podcast also discusses the future of Sarepta and the retirement of a biotech stalwart.

Guest Frank David, Tufts Professor & Author joins the hosts to discuss 'Hub & Spoke' companies. They cover M&A news, Medicare negotiations, IPO landscape, and Nestle's sale of a peanut allergy drug. They also explore the impact of COVID on the biotech market and the importance of measuring waste and efficiency in biotech projects. The podcast highlights the scrappy culture of the industry and the challenge of FTC to the Amgen horizon deal. Lastly, they discuss the Biden administration's actions on Medicare price negotiations and emphasize the importance of acting on knowledge.