Biotech Hangout

On this week’s episode, hosts Daphne Zohar and Josh Schimmer welcome founder and former CEO of Alnylam, John Maraganore, as a guest, and are joined by Ethan Perlstein, Rob Perez, Michal Preminger and Chris Garabedian. The discussion begins with a recap from John’s recent op-ed article published in The Timmerman Report that poses the question: ‘Is it the right time for biotech to be back together i...

On this week’s episode, hosts Daphne Zohar, Bruce Booth, Dawn Bell and Tim Opler are joined by Rajiv Kaul, portfolio manager in the equity division at Fidelity Investments, to discuss the latest data, financial and M&A news in the industry. The group begins by discussing an optimistic outlook for the biotech industry as financial trends seem to be shifting, noting that some of the most importa...

On the two-year anniversary of the launch of Biotech Hangout (formerly Biotech Clubhouse), Daphne and Josh are joined by Chris Garabedian and Brad Loncar, two of the Biotech Clubhouse co-founders, and Bruce Booth, Dawn Bell & Michal Preminger all drop in. The group kicks off the episode with outlook on 2023 and an in-depth recap of the J.P. Morgan 2023 Healthcare Conference.&nbs...

On the first Biotech Hangout episode of 2023, Daphne, Josh, and Tim are joined by Jefferies’ biotech analyst Michael Yee to recap the deals, financings, and clinical readouts that stood out in 2022. The group discusses the upcoming annual J.P. Morgan Healthcare conference and makes future predictions for 2023, including a possible rebound in China and amore obesity, CNS and small molecule deals. T...

This week, hosts Daphne, Chris, Tim and Dawn are joined by Jeb Keiper, CEO of Nimbus Therapeutics, and by Melanie Senior, Biopharma reporter and analyst, to discuss the latest data, regulatory, and financial news in the biotech industry. Daphne, Chris, Dawn and Tim kick off the episode with insights on recent M&A deals – noting a recent increase in activity that has propelled 2022 into a big y...

Hosts Daphne, Josh, Tim and Otello are joined by special guest and biotech investor, Brad Loncar, to discuss the current M&A landscape, data announcements from the week and recent FDA and regulatory movements. Otello began the episode with his observations of trends in M&A including speedy execution of deals and lack of competition to get them. Daphne goes into detail about this week’s dea...

In this week’s episode, Daphne, Josh and Tim are joined by Michal Preminger, Head of Johnson & Johnson Innovation, and Jacob Plieth, Evaluate Vantage journalist, to discuss the latest in biotech takeovers, data readouts and FDA news. Tim kicks off the episode with an update on macro events and his recent analysis on aggregate enterprise value of companies with good clinical data versus not so...

Jeremy Levin, Bruce Booth, Rob Perez, Dawn Bell and Ethan Perlstein join Daphne and Josh to discuss the macro biotech picture, recap the recent Jefferies Conference, discuss the impact of partisanship in healthcare legislation (including IRA), the coming impact for private and crossover investors, the Acrivon Therapeutics IPO & other recent financings, the Editas clinical setback and some rece...

In this episode, Daphne, Josh, Bruce and Dawn are joined by guest Sam Fazeli (Bloomberg) to discuss this week’s biotech news and trends, including priorities in biotech (patients, investments and incentives), hybrid work models, and the new CEO appointments at Seagen and Biogen. In oncology news, the GSK Blenrep failure in multiple myeloma trial and perspective on progression-free survival versus...

In this episode, Daphne, Bruce, Tim and guest Jefferies’ Michael Yee discuss the latest happenings in biotech, including recent key earnings, clinical data including ASH abstracts, “BAMG (Bristol Myers Squibb, Amgen, Merck and Gilead) as the new FAANG” and ways that companies are navigating the current challenging financing environment including debt, royalties, reverse mergers & the idea of r...

Lots of news this week! Daphne, Josh and Ethan discuss key binary events of the week, consolidation and the loss of ~40 companies across the industry over the last several months, deals – including the Agios royalty deal, the Sumitomo and Myovant merger and Vaxcyte’s large $690 million offering – as well as Taysha’s criticism around developing ultra-rare diseases and parents getting rights to drug...

Rob Perez joins Daphne Zohar and Josh Schimmer to discuss the week's deals, data & FDA actions. Special guests include Kevin Judice, CEO of DiCE Therapeutics, and Alex Harding, who delves deeper into his recent Timmerman Report article on the Inflation Reduction Act.

Hosts Josh Schimmer, Daphne Zohar and Tim Opler talk conflicts of interest in the industry, the Wall Street Journal’s investigation into the FTC and who regulates the regulators. Original air date:  October 14, 2022.

Hosts Daphne Zohar, Josh Schimmer and Bruce Booth discuss the recent rally in biotech and short interest stocks, when pharma doesn’t opt in or terminates a partnership, working with various divisions at the FDA and more. Original air date: October 7, 2022.

Paul Rennert, CEO, President and CSO of Aleta Biotherapeutics joins hosts Daphne Zohar, Brad Loncar and Chris Garabedian to discuss access to research and journal publications. Original air date: August 28, 2022.

This Biotech Clubhouse Session will cover insights into best practices for providing access to medicines in the developing from industry experts exploring learnings from Gilead Science’s HIV and Hepatitis C Access to Medicines Program. We take lessons from past efforts, look at the current COVID response, and discuss a path forward for low and middle-income countries’ access to COVID vaccines, as...

Companies can change the world for the better while advancing their own business goals by supporting community-building activities. Featuring Life Science Cares (LSC) Impact Breakfast Keynote Speaker, Afdhel Aziz, and hosted by LSC founder, Rob Perez. Originally aired May 27th on Biotech Clubhouse. Click here for transcript (autogenerated)

A cross-disciplinary group of oncology experts and a top wall street biotech analyst discuss the most promising new therapies presenting data at ASCO. Featuring Sally Church, James Gulley, Aleksandra Filipovic, and Umer Raffat. Moderated by Daphne Zohar. Originally aired May 21st on Biotech Clubhouse. Click for transcript