BiotechTV - News

He discusses regulatory feedback the company has received that might allow it to earn an accelerated approval in antitrypsin deficiency. Plus, filing for sickle cell later this year, and how he thinks about new targets.

He discusses the theme of his annual letter that was published today, "Choosing Science," and why it is important that our country continues to invest in basic research. Plus, his take on the M&A environment in biotech.

Brian Skorney, a senior biotech analyst at Baird, dives into the latest trends from San Francisco Healthcare Week. He highlights Biohaven's innovative degrader platform and its potential impact on IGAN treatment. Skorney also discusses Xenon's KV7 program, emphasizing its promising efficacy in seizure management. He identifies Biogen as a key player due to its advancements in blood biomarkers and dosing methods. Lastly, he reviews the ongoing developments at Sarepta and their gene therapy strategies. Tune in for insightful market perspectives!

Marshall Fordyce, Founder and CEO of Vera Therapeutics, dives into the groundbreaking potential of atacicept for treating IgA nephropathy. He discusses the impressive FDA acceptance of their BLA filing and the important role of Phase III data published in NEJM. Fordyce explains how atacicept uniquely targets BAFF and APRIL to reduce immune complexes and improve treatment outcomes. As they prepare for a commercial launch, he highlights patient-friendly dosing options and clear communication with the FDA.

Vlad Coric, Chairman and CEO of Biohaven and an expert in neurology and immunology, dives into the company’s innovative pipeline. He highlights the degrader programs targeting immunology and discusses a brain-penetrant TYK2/JAK1 inhibitor for Parkinson's. Coric also shares insights about a myostatin approach to tackle obesity and preserve muscle, and the promising Kv7 epilepsy program, emphasizing upcoming trial data. His commitment to ataxia patients and navigating FDA challenges adds depth to this engaging conversation.

In this engaging discussion, Marc de Garidel, CEO of Abivax, shares insights into the promising future of obefazimod, highlighting key 2025 data and plans for 2026. He emphasizes the importance of upcoming clinical data for ulcerative colitis and Crohn's disease. Marc also addresses market pressures and M&A speculation while reassuring listeners about the safety profiles observed in trials. He describes obefazimod's unique mechanism as an immunostabilizer, offering hope for patients and optimism for forthcoming results related to fibrosis and TH17 effects.

Salim Syed, a senior biotech analyst at Mizuho, dives into the latest trends in the biotech sector. He shares insights on BridgeBio's expected revenues and the launch of Truvy, forecasting significant market potential. The conversation shifts to Cytokinetics' Mycorzo approval and its advantages over competitors. Syed discusses Vaxcyte's promising guidance and upcoming trial data, while also highlighting Biogen's catalysts and Arcus' strong product potential. His expertise sheds light on critical developments as the new year approaches.

He discusses the recently approved Wegovy pill, and compares and contrasts it to other oral programs from Lilly, Structure, and Corbus. Plus, how is the amylin space looking compared to GLP-1s, and a preview of Viking's 2026.

We discuss the upcoming maintenance data, commercial prospects, Crohn's, and buyout prospects.

Founder and CEO Kevin Friedman describes Kelonia's approach, which uses a lentivirus for delivery, and discusses differentiating features of in vivo CAR-T platforms. He walks us through today's data and highlights what is next.