Matthew Gline

Matthew Gline from Roivant joins the discussion, bringing insights into the current biotech landscape. The conversation kicks off with concerns over potential funding cuts impacting HIV programs and major biotech firms like Gilead. They delve into promising clinical data from Roivant's batoclimab study for myasthenia gravis and the surprising lack of short sellers. The group also tackles advancements in Duchenne Muscular Dystrophy therapies and ethical dilemmas surrounding accelerated drug approvals, especially after recent patient safety incidents.

Matthew Gline, Roivant CEO, joins the hosts to discuss the current market for public biotechs, Sarepta's trial miss, Roivant's deal with Roche, Lexeo Therapeutics' IPO, 4D Molecular Therapeutics' CF Phase 1 data, and AstraZeneca's investment in Cellectic. They also talk about large fund raises, Bluebird Bio preselling its PRV to Novartis, Amgen stopping selling PSMA BiTE, Crispr Therapeutics/Vertex adcomm, and Pfizer closing several sites. They analyze Sanofi's share drop, stock reactions in the industry, challenges in the biotech IPO market, gene therapy for CF and macular degeneration, biotech deals and investments, and the pricing and value of PRVs in the industry. Lastly, they analyze recent market performance and future prospects.