Biotech Hangout

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.

Guest Frank David, Tufts Professor & Author joins the hosts to discuss 'Hub & Spoke' companies. They cover M&A news, Medicare negotiations, IPO landscape, and Nestle's sale of a peanut allergy drug. They also explore the impact of COVID on the biotech market and the importance of measuring waste and efficiency in biotech projects. The podcast highlights the scrappy culture of the industry and the challenge of FTC to the Amgen horizon deal. Lastly, they discuss the Biden administration's actions on Medicare price negotiations and emphasize the importance of acting on knowledge.

Biotech Hangout podcast discusses biotech M&A, FTC's proposed rules, Amgen and Horizon's lawsuit, private equity financings, and data/regulatory updates. They also cover FDA's consideration of mixed data, Blue Shield of California's drug delivery partnerships, and bispecific drug pricing.

On Biotech Hangout this week, Brad Loncar, Chris Garabedian, Sam Fazeli, Rob Perez and Ethan Perlstein discuss the influence of GLP-1s including cost, safety, drawbacks and more in light of Novo Nordisk’s positive semaglutide SELECT study results and Eli Lilly’s earnings, which rose due to their type 2 diabetes drug. Other big topics include last week’s Sage and Biogen news following the FDA’s decision to approve zuranolone for PPD but not MDD and its effect on Sage’s stock, plus progress and setbacks in ultra rare diseases including Taysha Gene Therapies. The hosts also dive into Iveric Bio’s drug approval for geographic atrophy, Nektar suing Eli Lilly over botched data, Bluebird Q2 earnings, Mirati data and the 3rd annual Timmerman Traverse. *This episode aired on August 11, 2023