Biotech Hangout

On this week’s Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Brad Loncar, Dawn Bell and Sam Fazeli discuss the latest in biotech news, including their takeaways from last week’s JPM 2024 conference and Brad’s BiotechTV interviews with several attendees. The hosts also discuss the many deals from the week including Merck’s acquisition of Harpoon Therapeutics ($680M), Johnson & Johnson’s a...

In the first Biotech Hangout of 2024, RA Capital’s Peter Kolchinsky joins hosts Daphne Zohar, Josh Schimmer, Tim Opler, Paul Matteis and Luba Greenwood to discuss the latest biotech news. They start with the last M&A deals of 2023 including Bristol Myers Squibb’s acquisition of Karuna and Rayzebio, and AstraZeneca’s acquisition of Gracell. They discuss insights from RA Capital’s latest sector...

Guest host Nick Shipley, Bio’s policy expert joins Daphne Zohar, Brad Loncar, Mike Yee and Yaron Werber on this week’s Biotech Hangout. The group discusses policy affecting biotech, including march-in rights, PBMs, IRA and FTC involvement plus bipartisan initiatives like the Orphan Cures Act. They also discuss the state of the XBI and industry sentiment, Bluebird Bio’s setbacks following FDA appro...

On this week’s episode of Biotech Hangout, Josh Schimmer, Tim Opler, Chris Garabedian, Dawn Bell and guest host Eric Schmidt, Biotech Analyst, discuss the latest industry news. They cover the JPM year in review, XBI performance, plus Abbvie’s acquisition of Cerevel and the implications for Karuna. They also discuss a big GLP-1 deal from Roche and Carmot, the AstraZeneca/ IRA case and EV negative b...

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, Ve...

Hosts Brad Loncar, Tim Opler, Josh Schimmer, Dawn Bell and Yaron Werber discuss the latest industry news on this week’s episode of Biotech Hangout. They cover several upcoming conferences including the American Heart Association, which the hosts say will highlight market moving data and a “biologics revolution”, plus ACR, which will highlight CAR-T data, and the Liver Meeting. The hosts also discu...

On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Josh Schimmer, Brian Skorney and guest Matthew Gline, Roivant CEO discuss the current market for public biotechs plus Pharma performance including Sanofi, Pfizer, Bristol Myers Squibb, Roche, Biogen and Abbvie. The hosts also discuss Sarepta’s trial miss, and Matt shares additional commentary to Roivant’s deal with Roche. Th...

Guest host Paul Matteis, Biotech Analyst at Stifel, joins Daphne Zohar, Brad Loncar, Josh Schimmer, Dawn Bell and Bruce Booth on this week’s episode of Biotech Hangout to discuss market sentiment, biotech’s bear market, CTAD and World Sleep meetings and Roche to acquire Telavant ($7.1B). The hosts also cover industry issues such as the Orphan Cures Act, More Transparency Act, PRVs and more after D...

Guests Jacob Plieth, Madeleine Armstrong and Nuvalent CEO, Jim Porter join Daphne Zohar and Josh Schimmer on this week’s Biotech Hangout to discuss the big deal of the week: Merck and Daichii’s co-development & co-commercialization deal for three ADCs (worth up to $16.5B), plus Nuvalent’s $300M raise and recent data. They also discuss the recent ESMO data breach, PTC Therapeutics’ agreement wi...

On Biotech Hangout this week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Mike Yee & Tim Opler discuss biotech sentiment & cover the big news of the week. M&A as a topic including Bristol Myers Squibb to acquire Mirati Therapeutics for $4.8B, plus the 14 biotech acquisitions in 2023 over $1B and Illumina ordered to sell Grail after completing a $7.1B acquisition deal. A lot of data...

On this week’s Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Bruce Booth, Josh Schimmer and Yaron Werber cover the state of the XBI after it hit a 52-week low. They also discuss several deals and financings from the week including Eli Lilly acquiring Point Biopharma ($1.4B) and radiopharma more generally and Sanofi paying Teva to collaborate on inflammatory bowel disease treatment (up to $1.5B...

On this week’s Biotech Hangout, guest Matt Gline, CEO of Roivant, joins hosts Daphne Zohar, Tim Opler, Mike Yee and Yaron Werber to discuss recent Phase 1 data from Immunovant, part of the Roivant family of companies & Igg degraders broadly (BHVN & ARGX). The hosts also cover biotech sentiment, M&A and the state of the XBI. They discuss BridgeBio PIPE funding, Alfasigma acquires Interc...

Josh Schimmer returns on this week’s Biotech Hangout and joins hosts Brad Loncar, Tim Opler, Dawn Bell and Brian Skorney to discuss the industry news of the week. They cover the state of the XBI, IPOs and M&A, plus the ORPHAN Cures Act and low demand for biotech lab space. The hosts also discuss several Phase 3 results from the week (Travere, Iveric, AstraZeneca/ Daiichi Sankyo & Seagen),...

Guest Yaron Werber joins hosts Daphne Zohar, Chris Garabedian and Brad Loncar for this week’s Biotech Hangout, centered on the theme of ‘management and culture.’ They cover the big IPO news of the week from Neumora (~$2.5B valuation) and RayzeBio (~$1B valuation) plus Acelyrin’s share value drops after sharing top-line results despite being the largest biotech IPO this year. They also discuss Gold...

On this week’s Biotech Hangout, guest Frank David, Tufts Professor & Author, joins Daphne Zohar, Chris Garabedian, Dawn Bell and Brian Skorney to discuss the latest biotech news. Following recent news from several “Hub & Spoke” companies, including raises from Apollo, Nimbus & Star Therapeutics, the hosts discuss this innovative business model. They also cover M&A news, including t...

On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Brad Loncar, Brian Skorney and Michal Preminger discuss the latest industry news including how the state of biotech M&A is tracking and the potential impact of the FTC’s two new proposed rules – plus the latest on Amgen and Horizon’s FTC lawsuit. The hosts also cover private equity financings, including Taysha Gene Thera...

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 dec...

On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Brad Loncar, Bruce Booth, Otello Stampacchia and Mike Yee cover industry news from the week. They discuss the latest deals including Alexion acquiring Pfizer’s rare disease gene therapy portfolio and Revolution Medicines acquisition of EQRx and a broader discussion of merging with negative EV companies as a strategy for fund...

On this week’s episode of Biotech Hangout, guest Matthew Gline (CEO of Roivant) joins hosts Brad Loncar, Tim Opler and Brian Skorney to discuss Biogen’s heavy news week, including their acquisition of Reata for $6.5 billion, their decision to cut 1,000 jobs by 2025 and their quiet stance regarding their upcoming PDUFA date to treat PPD and MDD in partnership with Sage. The hosts also cover other l...

On this week’s episode of Biotech Hangout, guest Neil Kumar (CEO of BridgeBio) joins hosts Daphne Zohar, Brad Loncar, Tim Opler, Bruce Booth and Brian Skorney to discuss BridgeBio’s long awaited, positive Phase 3 transthyretin amyloid cardiomyopathy (ATTR-CM) data, including the company’s ups and downs and some leadership lessons along with the benefits of diversification. The hosts also cover the...

On this week’s episode of Biotech Hangout, hosts Brad Loncar, Chris Garabedian, Tim Opler, Dawn Bell and guest host Brian Skorney talk the latest in industry news. They discuss the first FDA approved Alzheimer’s drug to slow cognitive decline plus the subsequent retirement of Esai’s CEO /Alzheimer’s lead. Several other headlines this week including Eli Lilly’s Versanis acquisition, ADC Therapeutic...

On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Chris Garabedian, Mike Yee and Bruce Booth discuss the week’s industry news including M&A, regulatory, data and more. They highlight the continued M&A streak with Eli Lilly acquiring Dice Therapeutics. They also discuss PhRMA’s lawsuit vs. the U.S. government over IRA Medicare Drug Price Negotiations, following simil...

This week, hosts Daphne Zohar, Brad Loncar, Tim Opler & Michal Preminger focus on the theme of people and reputation in the industry. The hosts (and several audience members, including STAT reporter Allison DeAngelis and Kojin Therapeutics CEO Luba Greenwood) discuss the hot topic of the week - media coverage of Biogen board changes. Additionally, in the wake of Ram Sasisekharan speaking out a...

This week, Daphne Zohar, Brad Loncar and John Maraganore hosted a special live edition of Biotech Hangout at the BIO conference, and they dive into their learnings on this week’s episode. They are also joined by Josh Schimmer and Otello Stampacchia to discuss the latest news, data, deals and more. The hosts debate the hot topic of the week - Merck’s lawsuit against the U.S. government’s IRA negoti...

On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer, Tim Opler, Chris Garabedian and Brad Loncar talk the latest biotech news. Several of the hosts report live from ASCO 2023 and share highlights and headlines from the conference as well as general industry sentiment around oncology companies. The hosts also discuss the latest deals and financings and debate short-sellers and activist...