Daphne Zohar, Josh Schimmer, Brad Loncar, Tim Opler & more
A weekly discussion of all things biotech – breaking news, data, deals, and FDA actions – with a community of biotech industry leaders and experts. Join the liv...
On this week’s episode, hosts Chris Garabedian, Brad Loncar,Sam Fazeli and Yaron Werber cover a busy news week ahead of the J.P. Morgan Healthcare Conference as well as a preview of what to expect next week at the event. Thegroup highlights some of the mega private deals announced, including three that involved the licensing of China assets. The hosts zoom out with a recap of end-of-year reports, the current state of the market and XBI outlook. On the data front, Jasper reports positive Phase 1/2 data for chronic urticaria, Vir shares data for masked T-cell engagers and Stoke moves into Phase 3 with their antisense oligonucleotide for Dravet syndrome. The group also discusses Novo’s deal with Valo Health, Galapagos’ interesting move with new spin out company, whether we’vereached ‘peak obesity’ and much more. This episode aired on January 10, 2025.
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58:49
Episode 118
On this episode of Biotech Hangout, hosts Chris Garabedian, Daphne Zohar, Josh Schimmer, Tim Opler, Paul Matteis and special guest Allison DeAngelis kick off the show with a look at the renewed interest and recent funding in the neuropsychiatric disease space, including Seaport Therapeutics’ $225 million Series B financing. This progresses into a comparison of diversified versus focused pipelines as Roivant CEO Matt Gline joins the stage as an impromptu guest to share his perspective on the benefits and challenges of the hub-and-spoke model. The group also discusses recent biotech market performance and how the statistics show that biotech is actually having a really good year. Turning to data, the hosts cover Alto Neurosciences’ Phase 2 results and discuss the idea of precision psych and the use of biomarkers in clinical trials. The group also discusses Vertex’s Phase 2 pain data and how Intellia’s positive Phase 2 data in hereditary angioedema moved the stock in the surprisingly wrong direction. Other topics discussed include Sangamo’s accelerated path for its Fabry gene therapy, Starboard takes on Pfizer, Alkermes and Roche earnings highlights, and more. *This episode aired on October 25, 2024.
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1:01:28
Episode 117
On this week’s episode of Biotech Hangout, hosts Daphne
Zohar, Josh Schimmer, Brad Loncar, John Maraganore, Paul Matteis, Mike Yee and Tess Cameron open up with market commentary and how derivatives, debates and
dynamics are impacting stocks including Scholar Rock, Biohaven, Roche and Regeneron. The group also highlights CeriBell, which is the first medtech IPO
in years. The hosts turn to neuro sentiment with a look at Lundbeck’s acquisition of Longboard at an approximate value of $2.5 billion net of cash. The conversation turns to the idea of competitors benefiting from M&A and data, with this week’s example of Bright Minds Bioscience’s market cap going from $4 million to $172 million. The group also discusses the FDA’s approval of Novocure’s Optune device for the treatment of metastatic non-small cell lung cancer before turning to a conversation on vaccines, including Moderna’s upcoming Phase 3 CMV data. Wave Life Sciences first-ever therapeutic RNA was also covered, which led to a discussion on how important milestones open new doors. Other topics discussed include the launch of City Therapeutics, Benitec’s gene therapy update, and more. *This episode aired on October 18, 2024.
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58:19
Episode 116
On this week’s episode of Biotech Hangout, hosts Chris Garabedian, Bruce Booth, Josh Schimmer, Eric Schmidt and Sam Fazeli start the show on the topic of M&A and ponder “where are the deals?” as they consider potential
reasons such as the U.S. election, too few assets or too few buyers. The conversation turns to the venture funding environment with a preview of the third quarter venture funding numbers. On the theme of stock price reactions,
the group digs into why Sarepta’s has dropped despite its gene therapy now fully approved and discusses Soleno’s stock jump on the news from regulators to not hold an advisory meeting over its new drug application. In other news, the group highlights another China deal, this time between AstraZeneca and CSPS Pharma for a pre-clinical novel lipid-lowering therapy. The hosts also discuss the
move by Lily to go after the compounding pharmacies, GSK agrees to settle Zantac lawsuits and the latest on Pfizer and Starboard which leads to a broader discussion on activism in biopharma. Regarding data, the hosts cover GSK’s RSV data, Scholar Rock’s spinal muscular atrophy data, among other topics. *This episode aired on October 11, 2024.
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59:50
Episode 115
On this week’s Biotech Hangout, hosts Josh Schimmer, Brad Loncar, Sam Fazeli and Tess Cameron kick off the show digging into some macro trends and the potential of an incoming M&A wave. The conversation then turns to a range of topics related to China, including the impact of the stimulus, recent innovation, and the latest obesity assets & China-sourced drugs. The hosts also discuss the updates coming out of Roche’s business day, including
the company’s acquisition of a CDK inhibitor from China’s Regor. On the data front, the hosts discuss Poseida and Roche’s myeloma data and J&J / Legend’s Carvytki data, then turn to other news of the week including J&J’s battle to implement a 340B rebate model, BioNTech & Instadeep AI Day updates, IGM Biosciences pivots to immunology, Harrow relaunches Triesence, and more. *This episode aired on October 4, 2024.
A weekly discussion of all things biotech – breaking news, data, deals, and FDA actions – with a community of biotech industry leaders and experts. Join the live streams hosted by @BiotechCH, @daphnezohar, @bradloncar and @biotech1 on Twitter Spaces every Friday at 12pm ET.
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