BiotechTV - News

BiotechTV
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Nov 19, 2025 • 8min

Jefferies London: Medicxi Announced a €500 Million Fund V ahead of this week's conference - Co-founder Giovanni Mariggi describes the firm's asset-centric approach to investing in biotech

He discusses the rationale behind the firm's asset-centric approach and highlights Vicebio as an example of how it works. Plus, his take on the current investment environment.
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Nov 19, 2025 • 14min

Jefferies London: Olema Oncology more than doubled yesterday when Roche announced surprise data for its oral SERD - the CEO reacts and shares the development program for Olema's competing asset

Sean Bohen explains what he believes is the significance of the Roche announcement, and why he believes Olema's could potentially be a best in class oral SERD. Plus, a preview of data that will deliver sometime next year.
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Nov 18, 2025 • 13min

Jefferies London: Zealand Pharma CEO Adam Steensberg believes that amylins will overtake GLPs as the backbones of obesity treatments in the future

He discusses Zealand's partnership with Roche, and new data that will be coming next year. Plus, the company's partnership with Boehringer on survodutide.
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Nov 18, 2025 • 9min

Jefferies London: Nanobiotix has a new platform that is meant to help RNA/DNA-based therapies, gene therapies, oncolytic viruses and other liver-delivered medicines have better efficacy

CEO Laurent Levy introduces us to the company's Curadigm Nanoprimer platform and explains its potential use cases. Plus, an update on the company's JNJ partnership, and a recent royalty deal.
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Nov 18, 2025 • 8min

Jefferies London: Jefferies Global Chairman of Healthcare Philip Ross discusses the environment for biotech and deals

He shares his take on the capacity for pharma to do more buying, and list his favorite areas of science, which include I&I, CNS/Neurology, and modalities such as bi-specifics and tri-specifics.
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Nov 18, 2025 • 12min

Jefferies London: Chief Scientific Officer Tony Wood covers the latest highlights in GSK's pipeline, including oncology, respiratory, and inflammation

He mentions momelotinib, Blenrep, B7-H3, depemokimab, efimosfermin, IL-33, TSLP, and more. Plus, GSK's dealmaking strategy.
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Nov 18, 2025 • 11min

Jefferies London: Zymeworks had double-news during London Life Science Week - a P3 success for its HER2 bispecific in gastroesophageal cancer and it also launched a new royalty model

CEO Kenneth Galbraith explains the new dual business focus and walks us through the topline HER2 data.
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Nov 18, 2025 • 10min

Jefferies London: Protagonist Therapeutics CEO Dinesh Patel responds to takeout speculation and discusses the company's programs and culture of partnering

He covers the company's oral IL-23 (partnered with JNJ), rusfertide (partnered with Takeda), and a new early stage obesity program.
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Nov 17, 2025 • 10min

Jefferies London: BeOne Medicines announced a phase 3 success for its HER2 bispecific today in gastric cancer. John Olyer walks us through that and the whole pipeline

He hit on earnings, the HER2, degraders, and what BeOne is looking for in potential partners.
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Nov 17, 2025 • 10min

Jefferies London: Sofinnova Partners announced a new $750M fund XI today that will invest in early stage companies in biotech

Chairman and managing partner Antoine Papiernik tells us about the fund and how he expects to deploy it. Plus, the current state of European biotech.

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