Jared Holz

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.

Jared Holz, a healthcare market strategist at Mizuho Securities, shares insights into the biotech landscape's challenges and prospects. He discusses the impact of recent FDA cuts on drug manufacturing, raising concerns about staffing shortages. The conversation also dives into the disconnect between pharmaceutical goals for weight loss and patient experiences, plus the rise of 'zombie' biotech companies. Holz emphasizes the importance of accountability in a stagnating market and highlights promising developments in gene therapy despite industry hurdles.

Jared Holz, a biotech stock and startup analyst, dives into the implications of the Federal Reserve's interest rate cuts on the biotech industry. He discusses the innovative use of cannabinoids in obesity treatments and the caution required in drug development. The conversation also highlights the prestigious Lasker Awards for significant contributions to GLP-1 hormone research. Additionally, Holz examines the challenges within the biotech market, including investor sentiment and competition in the obesity sector.