The Readout Loud

STAT
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Nov 14, 2024 • 30min

331: AbbVie’s stumble, Amgen’s tumble and more election fallout

AbbVie is reeling from the disappointing results of its schizophrenia treatment, which has sent investor confidence plummeting. Amgen faces turmoil over its obesity drug amid concerns about potential safety issues, leading to a staggering market value drop. The hosts dive into the shifting political landscape's impact on healthcare regulation and drug development. Amidst this serious discussion, there’s also a light-hearted take on how to pronounce Elon Musk's name, showcasing the show's entertaining blend of humor and insight.
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Nov 7, 2024 • 39min

330: How a Trump presidency could affect the FDA, the biotech industry, and its stocks

Lizzy Lawrence, STAT’s FDA reporter, joins biotech experts Brian Skorney and Daphne Zohar to discuss the impact of a potential Trump presidency on the FDA and the biotech industry. They delve into concerns over regulatory changes, FDA leadership stability, and investor sentiments regarding vaccines and antivirals. The conversation also explores how immigration policies may affect talent acquisition in biotech. Finally, they analyze the Inflation Reduction Act’s effects on drug development and pricing, shedding light on innovation in a politically charged landscape.
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Oct 31, 2024 • 28min

329: Lilly's earnings surprise, investors mull the election, & a spooky ghost story

This week features a lively mix of Halloween fun and biotech chat. The hosts share their favorite candies while diving into Eli Lilly and Pfizer's surprising earnings reports. They explore how a Trump or Harris presidency might reshape healthcare and what it means for the biopharma sector. The conversation blends serious insights with playful banter, wrapping up with a spooky ghost story that adds a festive flair. Expect humor, ghostly tales, and sharp analysis on the industry's future!
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Oct 24, 2024 • 34min

328: Pfizer's activist troubles, gene therapy questions, RFK Jr.'s MAHA ambitions

Joining the discussion is Sarah Overmal, a STAT DC reporter, who dives into the intriguing world of Robert F. Kennedy Jr. and his Make America Healthy Again movement. They explore the controversial challenges faced by Pfizer, particularly regarding an activist investor's campaign. The conversation also raises important questions about gene therapy approvals for Duchenne muscular dystrophy. Additionally, they navigate the complex dynamics of Novo Holdings in a significant acquisition scenario, reflecting on the broader implications for the future of healthcare.
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Oct 17, 2024 • 34min

327: Biotech's next gold rush, GLP-1 shortages, and STAT Summit highlights

The discussion kicks off with the rising interest in CAR-T therapies for autoimmune diseases. The hosts address the ongoing supply issues of Eli Lilly's weight loss drug and the telehealth platforms behind its distribution. They reflect on the highlights from a major summit that gathered key figures in biopharma and healthcare policy, uncovering insightful strategies and future paths for the industry. The conversation also touches on the unique blend of life philosophy and biotech from a dynamic panel discussion, adding depth to the dialogue.
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Oct 10, 2024 • 40min

326: Crypto for CRISPR, a new RNAi startup, & a Nobel for AI

John Maraganore, a biotech veteran and former CEO of Alnylam Pharmaceuticals, talks about his startup City Therapeutics and recent Nobel Prize awards. He touches on the evolution of RNA interference and its entrepreneurial challenges. Megan Molteni, a STAT reporter, dives into He Jiankui's controversial work and his new cryptocurrency backer, discussing the ethical implications of gene editing. The conversation also explores the ongoing debates around AI's future, capturing both optimistic and pessimistic perspectives in tech.
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Oct 3, 2024 • 33min

325: Biden's health care AI czar, a new obesity company, and its dealmaking CEO

Micky Tripathi, the AI czar for health care, discusses the challenges of integrating artificial intelligence into government agencies and the industry. Mohana Ravindranath joins to delve into biotech breakthroughs, including Amgen's promising obesity drug. Meanwhile, a successful serial CEO shares insights into leading a well-funded obesity company amid evolving treatment landscapes. The conversation reveals the intersection of technology and health, highlighting the exciting future of clinical trials and the obesity treatment market.
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Sep 28, 2024 • 28min

From Tradeoffs: Race to the Bottom

Dive into the world of generic drugs and the challenges they're facing in the U.S. healthcare system. Explore how historical acts like the Hatch-Waxman of 1984 laid the groundwork for today's market inefficiencies. Discover the troubling rise in drug prices, especially for older Americans lacking insurance. Unpack the complex dynamics between innovation and affordability, and learn about the pressing issues of competition and drug shortages. Join the conversation on how to navigate these crucial healthcare debates!
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Sep 26, 2024 • 32min

324: Genentech's cancer pivot, Pfizer's sickle cell withdrawal, and a new schizophrenia drug

Jonathan Wosen, a seasoned colleague in oncology research, shares insights on the latest shifts in the life sciences. The conversation highlights Genentech's decision to close its cancer immunology division and the reaction from the biotech community. Wosen also discusses Pfizer’s withdrawal of its sickle cell treatment and the implications for future drug approvals. Additionally, they explore the promising prospects of a new schizophrenia drug set to be approved, emphasizing the urgent need for innovative therapies in mental health.
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Sep 19, 2024 • 35min

323: Cannabinoids for weight loss, a cancelled ad comm, and the Fed lowers interest rates

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.

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