Biotech 2050 Podcast

Brian Hilberdink, President of U.S. Human Pharma at Boehringer Ingelheim with 25+ years in commercial leadership. He recalls an unconventional path from sales to pharma leadership. They explore Boehringer’s private, R&D-first model and its pipeline in obesity, CKD, ILD and oncology. The conversation covers modern commercial moves like DTC, digital engagement, AI-driven launches, and China’s role in innovation.

Synopsis: Fresh from the JPM 2026 in San Francisco, Alok Tayi welcomes Johan Luthman, Executive Vice President of R&D at Lundbeck, for a sweeping, deeply personal conversation on the future of neuroscience drug development. From his early days as a Swedish clinician-scientist to leading breakthrough Alzheimer’s programs and rebuilding Lundbeck’s pipeline from the ground up, Johan shares the pivotal moments—and phone calls—that shaped a 30-year career across AstraZeneca, Merck, Serono, and now Denmark’s neuroscience powerhouse. The discussion dives into Lundbeck’s bold strategic reset: letting biology lead, de-risking early in patients, embracing rare disease and sleep medicine, and making disciplined bets on monoclonal antibodies, migraine prevention, epilepsy, and neuroendocrine disorders. Johan explains how the company shifted capital toward innovation, rebuilt its portfolio through targeted acquisitions, and built one of the most advanced neuroscience pipelines in pharma today. In one of the episode’s most powerful moments, Johan opens up about his personal motivation—caring for family members with Alzheimer’s and dedicating his career to diseases of the brain. From AI-driven R&D productivity and adaptive trials to Denmark’s unique foundation-owned pharma model, this conversation is a masterclass in scientific rigor, decision-making under uncertainty, and keeping patients at the center of everything. Biography: In 1991, Johan Luthman began his career in the pharmaceutical industry in Astra, later AstraZeneca. In 2005, Johan joined Serono as Head of Neuroscience & Immunology Research, and subsequently, in MerckSerono, as Therapy Area Head, Neurology & Immunology. In 2009, he became CEO of biotech start-up GeNeuro. In late 2009, Johan joined Merck as VP & Franchise Integrator for Neuroscience and Ophthalmology. In 2014, he came to Eisai where he was Senior Vice President and Head of Clinical Development. Johan joined Lundbeck as Executive Vice President, R&D in March 2019. Johan is a Swedish national and is trained as a Doctor of Dental Sciences from the Karolinska Institute, Sweden. He also holds a PhD in Neurobiology and Histology as well as an Associate Professor title from the Karolinska Institute, Sweden. Johan is a Member of the Board of Directors of Brain+.

Christophe Bourdon, CEO of LEO Pharma, shares insights from his 30 years in the industry, emphasizing that innovation should genuinely impact patients' lives. He discusses LEO's focus on dermatology, revealing advancements in treatments for atopic dermatitis and chronic hand eczema. Christophe also highlights the significance of 'white-glove' patient support for rare diseases and the role of AI in enhancing patient detection. With sharp observations on the booming innovation from China, he champions the importance of aiming for real clinical breakthroughs over 'me-too' products.

Matt Gline, CEO of Roivant Sciences, shares insights from his journey in biotech leadership. He discusses the transformative $7B deal with Roche, emphasizing disciplined execution and their decentralized 'Vant' model that allows multiple CEOs to thrive. Gline reveals the importance of tailored clinical trial designs, particularly in challenging conditions like dermatomyositis. He reflects on cultivating a creative team and adapting to the evolving biotech financing landscape. Authenticity and lessons learned from both successes and failures play a key role in his leadership philosophy.

Synopsis: This episode is proudly sponsored by Quartzy. What happens when engineering discipline, business pragmatism, and breakthrough immunology collide? In this episode of Biotech 2050, host Alok Tayi sits down with Jay Hartenbach, President & COO of Diakonos Oncology, to unpack one of the most unconventional—and promising—approaches in cancer immunotherapy today. Jay traces his journey from biomedical engineering into biotech operations, sharing how Diakonos was built outside the traditional venture playbook and why the company chose to tackle two of the most punishing cancers first: glioblastoma and pancreatic cancer. He reveals how Diakonos’ dual-loading dendritic cell platform creates an exponentially stronger immune response—essentially tricking the body into launching a viral-level attack against cancer. From capital-efficient clinical execution to nontraditional fundraising and early signs of durable patient responses, this conversation offers a rare, behind-the-scenes look at how bold science, disciplined operations, and relentless persistence can reshape what’s possible in oncology. Biography: Jay Hartenbach is a distinguished leader in the biotechnology and wellness sectors, known for his passionate commitment to advancing innovative healthcare solutions and transforming patient outcomes. He currently serves as President and Chief Operating Officer at Diakonos Oncology, where he is leading the team through the development and clinical advancement of pioneering immunotherapies targeting some of the most difficult-to-treat cancers, including glioblastoma and pancreatic ductal adenocarcinoma.​ Since joining Diakonos Oncology, Jay has been instrumental in achieving significant milestones such as attaining FDA Fast Track and Orphan Drug Designation for the company’s lead candidate, DOC1021, securing greater than $30 million in financing, and establishing research collaborations with leading cancer centers to advance the clinical trials of the company’s novel dendritic cell vaccine platform. Before his role at Diakonos, Jay co-founded Medterra, a globally recognized wellness company that set industry standards for quality and innovation, and where he continues to serve as Chairman of the Board, shaping high-level strategic direction. He also co-founded Perland Pharmaceuticals, an early-stage biotech firm focused on developing therapies for arthritis conditions, and has held leadership and board advisory roles across several life sciences ventures.​ Jay holds a degree in biomedical engineering from the University of Miami and a Master of Engineering Management from Duke University, grounding his entrepreneurial leadership with scientific expertise.

In this engaging discussion, John Lepore, a physician-scientist and CEO of ProFound Therapeutics, shares insights from his remarkable career in biotech. He reveals how he transitioned from academia to leading drug discovery at GSK and discusses the challenges of creating first-in-class medicines. John emphasizes the significance of uncovering thousands of previously unrecognized human proteins and how AI can accelerate drug discovery. He also offers valuable advice on biotech leadership, hiring, and the importance of building solid pharma partnerships to pursue groundbreaking therapies.

Jason Kelly, co-founder and CEO of Ginkgo Bioworks, shares insights on how automation and AI are revolutionizing biotech. He discusses the importance of generating standardized experimental datasets for effective machine learning, allowing faster R&D processes. Jason highlights the company's shift to an automation-first model and modular lab technologies that democratize advanced experimentation. The conversation also touches on reducing drug development costs and the strategic importance of biotech in national security.

Synopsis: In a conversation rich with strategic insight, Coya Therapeutics CEO Arun Swaminathan unpacks the intersections of scientific innovation, business development discipline, and capital-efficient execution that define today’s most resilient biotechs. With a 25-year foundation spanning R&D, clinical pharmacology, marketing, and BD, Arun offers investors a rare systems-level lens on how neurodegenerative programs progress from hypothesis to value inflection. Through his dialogue with host Alok Tayi, he breaks down Coya’s differentiated Treg-modulating platform and the data emerging across ALS, FTD, and Alzheimer’s. He explains why Coya’s dual-mechanism approach—restoring regulatory T-cell function while reshaping the neuroinflammatory environment—is uniquely poised to change patient trajectories. Arun also delves into the structural logic behind Coya’s partnership with Dr. Reddy’s, demonstrating how complementary strengths in manufacturing, commercialization, and regulatory strategy can dramatically shift both timelines and capital needs. For investors tracking macro trends, he contextualizes shifting interest rates, pipeline gaps, and rising M&A momentum—and why 2026 may mark the beginning of a healthier biotech cycle. A must-listen for anyone evaluating platform durability, risk mitigation strategies, and next-generation neurodegenerative therapeutics. Biography: Arun Swaminathan, Ph.D., has over 20 years of hands-on healthcare business executive experience with an emphasis on corporate and business development, strategy, and finance. He possesses a demonstrated history of prospecting, evaluating, structuring, and closing company validating transactions that augment both organizational and shareholder value. Prior to joining Coya, Arun served as Chief Business Officer (CBO) for Actinium Pharmaceuticals (NYSE: ATNM) where he was responsible for all business development. Within 1 year of joining Actinium, he successfully moved forward negotiations to closure and executed a $452M deal with $35M upfront. Prior to Actinium, he was the CBO at Alteogen (196170.KQ) where he spearheaded over $6B in deals, including deals with two of the top 10 global pharma companies and a $1B+ deal within the first year of assuming the role of CBO. Prior to this, he co-founded and served as CEO of Lynkogen Inc, a pre-clinical stage biotech. Arun began his career in clinical development and commercial roles of increasing responsibility at BristolMyers Squibb and Covance. He obtained his Ph.D. in pharmaceutical sciences from the University of Pittsburgh.

Abbas Kazimi, CEO of Nimbus Therapeutics, shares insights from his extensive background in biotech. He discusses Nimbus's strategic approach to cultivating a resilient pipeline and the importance of disciplined target selection. Kazimi emphasizes the balance between speed and rigor in a rapidly changing industry. He also reflects on the lessons learned from reviving paused programs, such as the AMPK beta partnership with Eli Lilly, and the company's commitment to a transparent, culture-driven decision-making process.

Synopsis: Jim Tananbaum, Founder & CEO of Foresite Capital, joins Rahul Chaturvedi to dissect the patterns driving biotech innovation, the role of macroeconomic cycles in venture performance, and how disciplined science fuels enduring investment success. Drawing from three decades across entrepreneurship and venture leadership, Jim reflects on his path from co-founding drug discovery startups with Harvard collaborators to building one of the most respected investment firms in life sciences. He unpacks how interest rate environments shape fund vintages, why AI is emerging as the next transformative platform, and how investors can identify enduring opportunities amid volatility. Their discussion spans valuation compression, AI-driven discovery, CNS and Alzheimer’s innovation, and the geopolitical forces influencing biotech globally. Jim’s perspective offers a masterclass in balancing scientific rigor with strategic foresight — and in positioning capital where breakthrough innovation meets sustainable impact. “Lean into areas where there’s likely to be immense change,” Jim advises — a principle as relevant to biotech investing as it is to shaping the future of healthcare itself. Biography: Jim is the founder and CEO of Foresite Capital, a healthcare investment firm founded in 2011 that has approximately $3.5B in assets under management. Jim assembles the people, ideas, and money needed to launch products that save lives and improve healthcare. During the last three decades, Jim has been a thought partner for some of the fastest-growing companies of their generation, including 10x Genomics (Nasdaq: TXG), Amerigroup (Nasdaq: ANTM), and Jazz Pharmaceuticals (Nasdaq: JAZZ). Jim’s entrepreneurial experience began at Harvard Business School when he co-founded GelTex Pharmaceuticals (Nasdaq:GENZ). With less than $80M in funding, GelTex brought two drugs to market, and the company was acquired in 1999 for $1.4B. Jim was also the founding chief executive of Theravance, Inc. Under his tenure, he raised over $350M. Theravance has since split into two parts, one of which is now part of GSK’s respiratory franchise through a joint venture, Innoviva (Nasdaq: INVA), and the other was spun out into Theravance Biopharma, Inc. (Nasdaq: TBPH). Together, they achieved a market capitalization that exceeded $4B. Jim’s investment experience includes co-founding Prospect Ventures and, earlier in his career, being a partner of Sierra Ventures, where he established its healthcare services investment practice. Jim graduated from Yale with a BS and BSEE in Applied Math and Electrical Engineering/Computer Science. He then earned an MD from Harvard, graduating from the Harvard/MIT HST Program. He also earned an MBA from Harvard while playing rugby.