Biotech Hangout

On this week’s episode of Biotech Hangout hosts Daphne Zohar, Tim Opler, Josh Schimmer, Chris Garabedian, John Maraganore and Ethan Perlstein discuss the latest industry news including takeaways and sentiment from the recent Jefferies, Stifel, American Heart Association and ACR conferences. They also discuss Ajinomoto acquiring Forge Biologics ($620M), Crispr and Vertex MHRA approval in the UK, Verve data and Novo Nordisk’s SELECT trial details. They hosts discuss Astellas’ acquisition of Propella ($175M) and the differences between Propella and PureTech’s lymphatic-focused technologies, on the back of PureTech’s Phase 2 data. Other topics include three merger agreements: Graphite Bio/ Lenz Therapeutics, Q32 Bio/Homology Medicines and Selecta Biosciences/ Cartesian Therapeutics, adcomm for Merck’s inhibitor for chronic cough and more. *This episode aired on November 17, 2023

In this episode of Biotech Hangout, the hosts discuss upcoming conferences, Eli Lilly's weight management drug approval, Cargo Therapeutics' IPO terms, and Adverum's 3-year AMD data. They also cover news on Moonlake Therapeutics and Ventyx Biosciences, BioNTech's R&D day, Pfizer and BioNTech's vaccine data, and activist investor Elliot Investment Management's stake in BioMarin.

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.

Guest host Paul Matteis, Biotech Analyst at Stifel, joins the hosts to discuss market sentiment and biotech's bear market. They also cover industry issues like the Orphan Cures Act and PRVs. Other topics include CMS expanding Medicare coverage to Alzheimer’s PET scan testing, delays in cancer care, and advancements in gene therapy.

Biotech analysts Jacob Plieth and Madeleine Armstrong, along with Nuvalent CEO Jim Porter, discuss Merck and Daichii's co-development deal, Nuvalent's $300M raise, and recent industry data. They also touch on the recent ESMO data breach, PTC Therapeutics' agreement with Royalty Pharma, and Revolution Medicines' KRAS data, among other topics.

Biotech Hangout's Daphne Zohar, Brad Loncar, Josh Schimmer, Mike Yee & Tim Opler cover the big news: BMS' acquisition of Mirati Therapeutics, 14 biotech acquisitions over $1B, and Illumina ordered to sell Grail after acquisition deal. They discuss data from Akero, Alnylam, Ventyx, Merck, Novo Nordisk, Immunic, and PMV Pharmaceuticals. Takeaways from Jefferies CNS Day and HLTH 2023 are shared.

This episode of Biotech Hangout covers the state of the XBI after hitting a 52-week low, several deals and financings, Amgen's KRAS inhibitor under FDA review, Exscientia and AI, and the consolidation and optimism in the biotech industry.

Matt Gline, CEO of Roivant, joins hosts to discuss recent Phase 1 data from Immunovant, biotech sentiment, M&A, state of the XBI, BridgeBio PIPE funding, Alfasigma acquires Intercept Pharmaceuticals, setbacks for two CD47s, Apellis Favus short report, and drug pricing negotiations.

In this episode of the podcast, the hosts discuss the state of the XBI and the challenges of raising capital. They also dive into the impact of the orphan cures act on the biotech industry. Other topics include the drug sparsent, competition in the ADC space, two-year data for a geographic atrophy drug, messaging and investor reaction, challenges in drug trials, and the growing interest in generative AI in healthcare.

This episode of Biotech Hangout covers the big IPO news of the week, Goldman Sachs' change in price targets for early-stage biotechs, updates from Moderna and Roche, Galapagos' 52-week low, and the FDA ad comm on Anlylam's cardiomyopathy candidate. They also discuss restructuring at 2seventy bio, CymbaBay data, ImmunityBio's financing, and Day One's updated data & FDA filing decision date.