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Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance.Read more insights from Morgan Stanley.----- Transcript -----Sean Laaman: Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst. Terence Flynn: And I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. Sean Laaman: Today, we'll discuss how a rally in the healthcare sector is being driven by more favorable macro conditions. It's Tuesday, October 28th at 10am in New York. So, Terence, healthcare has lagged the broader market year-to-date, and valuations have been near historical lows. But recent weeks show strengthening performance. Policy headwinds have been front and center.What's changed in the regulatory environment and how is the biopharma sector adapting to these pricing and tariff dynamics? Terence Flynn: Sean, as you know, with many other sectors, tariffs were initially a focus earlier this year. But a number of companies in our space have subsequently announced significant U.S. manufacturing investments to reshore supply chains. And hence, the market's less focused on tariffs in our space right now. But the other policy dynamic and focus is what's called Most Favored Nation or MFN drug pricing. Now, this is where the President's been focused on aligning U.S. drug prices with those in other developed countries. And recently we've seen several companies announce agreements with the administration along these lines, which importantly has provided investors with more visibility here. And we're watching to see if additional agreements get announced. Sean Laaman: Got it. Another hurdle for Large-cap biopharma is a looming expiration of patents with [$]177 billion exposed by 2030. How is this shaping M&A trends and strategic priorities? Terence Flynn: For sure. I mean, as you know, Sean, patent expiry is our normal part of the life cycle of drug development. Every company goes through this at some point, but this does put the focus on company's internal pipelines to continue to progress while also being able to access external innovation via M&A. Recently we have started to see a pickup in deal activity, which could bode well for performance in SMID-cap biotech. Sean Laaman: At the same time, you believe relative valuations look compelling for Large-cap biopharma. Where are valuations versus where they've been historically? What's driving this and how should investors think about positioning? Terence Flynn: Absolutely. Look, on a price to earnings multiple, the sector's trading at about a 30 percent discount to the S&P 500 right now. Now that's in line with prior periods of policy uncertainty. But as policy visibility improves, we expect the focus will shift back to fundamentals. Now, positioning to me still feels light here, given some of the patent cliff dynamics we just discussed. Now, Sean, with the Fed moving toward rate cuts, how do you see this impacting your sector on the biotech side? Sean Laaman: Well, Terence, particularly in my space, which is Small- and Mid-cap biotech companies, they're typically capital consumers are not capital producers. They're particularly sensitive to the current rate environment.Therefore, they're sensitive to spending on pipeline. They're sensitive to M&A. So, as rates come down, we expect more spending on pipeline and more M&A activity, which is generally positive for the sector. Looking forward, biotech sector is generally the best performing sector on a six-to-12-month timeframe post the first rate cut. Terence Flynn: Great. You've also talked about this SMID to Big thesis on the biotech side. Can you explain what's driving that? Sean Laaman: Sure Terence. There's three pieces to the SMID to Big thematic. So, we in SMID-cap biotech, we cover 80 to 90 companies. About a third of those are newly, kind of profitable companies. Those companies are turning from being capital consumers to capital producers. We see about $15 billion of cash on balance sheets for 2025, going to north of 130 billion by 2030. That's the first piece. The second piece is due to regulatory uncertainty at the USFDA. We're seeing more attractive valuations amongst clinical stage names. That's the second piece. And third piece relates to your coverage, Terence. I refer back to that [$]177 billion of LOE. So, we expect generally that M&A activity will be quite high amongst our sector. Terence Flynn: And let's not forget about AI, which has implications across the healthcare space. How much is this changing the dynamic in biotech, Sean? Sean Laaman: It is changing, but we're really at the beginning. I think there's three things to think about. The first one is faster trial recruitment. The second one is faster regulatory submissions. And the third one, which is the most interesting, but we're really at the beginning of, is faster time to appropriately targeted molecules. Terence Flynn: Great. And maybe lastly, what are the key risks and catalysts for SMID-cap biotech in the current environment? Sean Laaman: As always, we're focused on pipeline failures in terms of risk. Secondly, in terms of risk, we're looking at regulatory risk at the FDA. And thirdly, we're looking at the rise in China biotech and the competitive dynamic there.Whether you're watching large cap biopharma, M&A moves, or the rise of cash-rich, SMID-cap biotechs, the healthcare sector setup is unlike anything we've seen in years.Terence, thanks for speaking with me. Terence Flynn: Always a pleasure to be on the show. Thanks for having me, Sean. Sean Laaman: And thanks for listening. 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Diane King Hall and Nicole Petallides discuss markets at all-time highs. Also topping new heights: Micron (MU), following a bullish price target hike from the analyst at Citi. Diane points to the company's role in the memory space and expected price increases as a catalyst for the company. Meanwhile, Keurig Dr Pepper (KDP) pops after a "perking up" in its earnings, including gains in U.S. coffee sales. Novartis (NVS) announces a deal to acquire Avidity Biosciences for $12B.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Synopsis: Host Rahul Chaturvedi sits down with Geoffrey Duyk, Chief Executive Officer of Grove Biopharma, for a wide-ranging conversation on navigating today's biotech macro headwinds and building companies that can translate breakthrough science into real patient impact. Dr. Duyk traces his journey from Harvard/Millennium/Exelixis operator to TPG investor and back to company creation, explaining how board dynamics, capital cycles, and policy shifts shape execution. They dig into why this cycle feels uniquely tough—patent cliffs, reimbursement uncertainty, NIH pressures—and who funds innovation in the meantime. Duyk outlines root causes of R&D inefficiency (misaligned capital vs. 20-year timelines, shaky preclinical predictability, costly trials, underused real-world data) and makes the case for rebuilding public trust and STEM education. Then, a deep dive on Grove Biopharma: precision polymer science that creates antibody-like, fully synthetic, cell-permeable protein mimetics to tackle historically “intractable” intracellular protein–protein interactions. Duyk shares design principles, why modular/orthogonal chemistry matters, predictable pharmacology, and lessons from fundraising and board management—plus why he's helping grow a Chicago-centered biotech ecosystem. Biography: Geoffrey M. Duyk, M.D., Ph.D. is the Chief Executive Officer of Grove Biopharma. Dr. Duyk has spent 30 years in the biotechnology industry as an entrepreneur, executive, and investor. Most recently, he was the Managing Partner at Circularis Partners, an investment firm he co-founded, focused on advancing the circular economy and promoting sustainability. Prior to that, Dr. Duyk was Managing Director and Partner at TPG Alternative & Renewable Technologies (ART)/TPG Biotechnology. Before joining TPG, Dr. Duyk served as a board member and President of R&D at Exelixis and was one of the founding scientific staff members at Millennium Pharmaceuticals, where he served as Vice President of Genomics. Earlier in his career, Dr. Duyk was an Assistant Professor in the Department of Genetics at Harvard Medical School (HMS) and an Assistant Investigator at the Howard Hughes Medical Institute (HHMI). While at HMS, he served as a co–principal investigator in the Cooperative Human Linkage Center, which was funded by the National Institutes of Health (NIH). Dr. Duyk is a trustee of Case Western Reserve University, where he serves on the executive committee. He previously served on the Board of Trustees of Wesleyan University and the Board of Directors of the Moffitt Cancer Center. He currently serves on the IR&E (Institutional Research and Evaluation) Committee at Moffitt, a key component of its External Advisory Committee (EAC). He was also a member of the Board of Directors of the American Society of Human Genetics (ASHG), and served as its treasurer. He is a member of the Life Sciences Advisory Board at Innovatus Capital Partners and the Scientific Advisory Board (SAB) for Lawrence Berkeley National Laboratory (DOE). Dr. Duyk previously served on the board of the Jackson Laboratory and on numerous NIH advisory committees. He is currently a Senior Advisor at Qiming Venture Partners (USA) and serves on the boards of Enno DC, Oobli, and Melanyze Dr. Duyk earned both his M.D. and Ph.D. from Case Western Reserve University and completed his medical and fellowship training at the University of California, San Francisco (UCSF). While at UCSF, he was a Lucille P. Markey Fellow and an HHMI postdoctoral fellow. He is a fellow of the American Association for the Advancement of Science.
During Episode 30 of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2025 Q3 Report: Global Trends in Biopharma Transactions Report, covering capital markets, strategic deals, and regional trends. Market Overview: Q3 signaled a cautious biotech recovery. Valuations rebounded, the XBI topped 100 for the first time since 2022, and the number of companies trading below cash hit multi-year lows. Investor sentiment shifted from survival to selective growth amid improving macro stability and risk tolerance. Strategic Transactions: Licensing held steady with renewed interest in early-stage programs and back-loaded structures (upfronts
During Episode 31 of Biotalk, Geoff Meyerson, CEO of Locust Walk, explores Asia-Pacific biotech momentum across China, Japan, and Korea, as featured in our 2025 Q3 Report: Global Trends in Biopharma Transactions Report. China: Led globally in licensing ($34.2B, 48% share), with venture financing up nearly 4x. Investor confidence rose alongside strong public market gains and creative deal structures. Japan: Shifted toward early-stage, non-core areas like dermatology and metabolic disease. Licensing values fell, but venture funding spiked 300% as the Nikkei hit record highs. Korea: Normalized after Q2 strength; modest licensing and market gains amid continued caution. Regional Takeaway: Asia-Pacific remains a bright spot—China driving deal value, Japan diversifying early innovation, and Korea stabilizing. The region reflects a measured but sustained re-engagement in biotech capital and partnerships. Listen now to gain insights into the evolving global biopharma landscape, explore our report, and we welcome the opportunity to discuss its contents with you.
GT Biopharma (NASDAQ: GTBP) is pioneering a new era in cancer treatment: one that replaces cutting, burning, and poisoning with precision, safety, and the power of the body's own immune system.In this interview, Executive Chairman & CEO Michael Breen and Consulting Senior Medical Director Dr. Jeffrey Miller discuss how GT Biopharma's TriKE® technology harnesses natural killer (NK) cells to target and destroy cancer cells, offering a more humane alternative to traditional therapies. They talk about the science behind their platform, the progress of ongoing Phase 1 clinical trials for blood cancer, upcoming FDA filings for solid tumors, and how next-generation nanobody and camelid technology is advancing efficacy and safety.Discover why GT Biopharma's platform represents one of the most promising innovations in immunotherapy and why investors are watching closely as key data milestones approach.Learn more about GT Biopharma: https://www.gtbiopharma.com/Watch the full YouTube interview here: https://youtu.be/he9i0aJQ2JMAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
Sully, Mike Costa and Mary Burt-Godwin interview Dr. Uttam Patil of ABVC BioPharma, Ardes Johnson of NeoVolta, and CEO coach and college professor Dan Negroni.
The U.S. government is now in its second week of a shutdown—with the FDA having paused acceptance of all new drug applications for the duration. But it was business as usual at the CDC, which adopted the recent recommendations of its newly revamped advisory committee on chickenpox and COVID-19 vaccines. And another senior leader, National Institute of Allergy and Infectious Diseases Director Jeanne Marrazzo, was fired last week, after filing a whistleblower report. Across the country, cell and gene therapy leaders arrived in Phoenix for the annual Meeting on the Mesa, as the space remains in a state of flux—with regulatory and M&A momentum being stalled by commercial and market challenges. Takeda, for one, is looking to offload its cell therapy platform after years of hefty investment. President Donald Trump's long-awaited tariffs did not hit on Oct. 1 as promised. But in the face of the looming levies, Pfizer signed a drug pricing deal with the White House that provides a three-year exemption. Amgen appears to be climbing onboard as well, announcing that its lipid-lowering drug Repatha will be available at a steep discount. These moves are all well and good for Big Pharma players, but a recent report from CRB reveals most smaller biopharma companies are not planning any investments to offset tariffs. In our weekly weight loss segment, Skye Bioscience's cannabinoid receptor 1-targeting candidate nimacimab failed to outpace placebo in reducing body weight but elicited “intriguing synergy” in combination with Novo Nordisk's Wegovy, according to William Blair analysts. And regulatory documents shed further light on Pfizer's $4.9 billion takeover of Metsera, in which the New York pharma beat out two higher bidders for the promising obesity startup. Finally, make sure to check out The 5 Most Powerful Women in Biopharma and BioSpace's inaugural 40 Under 40, highlighting 40 young leaders who have made an impact on the biopharma industry.
Send us a textIn June, the Fatty Liver Foundation officially launched the Stephen A. Harrison Patient Advocacy program and announced its first class of 20 Fellows. In today's conversation, Louise Campbell and Roger Green interview the founders to learn what motivated them to launch this program, and we meet five of the initial Fellows. Program Co-ordinator Elena Samsonova opens the conversation by celebrating last week's onboarding of 20 inaugural Fellows and the chemistry between them. She goes on to introduce five of them:Steven Rodrigues (ALD, UK citizen) shares his recent experience giving a 15-minute national interview on BBC Radio 5 discussing ALD clinical insights. Silvana Lesidrenska (Hepatitis B, Bulgaria) shares her desire to learn more about SLD as part of her advocacy leading a liver patients association in Bulgaria. Julie Peyout (MASH, Canada) is a great-grandmother who was recently found free after therapy for Non-Hodgkin's Lymphoma. Pam Miller (MASH cirrhosis, US) learned 24 years ago that she had MASH cirrhosis when her surgeon aborted a bariatric procedure. Since then, she has lived with cirrhosis and experienced hepatic encephalopathy (HE). She has participated in clinical trials, lobbied legislators, and collaborated with professional societies. Melanie Smith (MASH cirrhosis, US) has lived with stage-4 MASH cirrhosis since age 36 (sixteen years ago) and experiences hepatic encephalopathy (HE). She has led support groups for over a decade. Next, Fatty Liver Foundation President Wayne Eskridge recounts the program's foundational story. He describes Stephen as a man with a genuine commitment to patients and his passing as a "tremendous loss." This led Wayne to discuss this idea with Rebecca Taub of Madrigal, "another one of my heroes." (Madrigal supports this program.) Elena describes how she joined the FLF to lead this program. Roger asks the Fellows where and how they intend to make a difference. Their goals vary, from working in a Biopharma company advocating for patients to "going to the top," perhaps even lobbying the HHS Secretary, to expanding their own education and knowledge about the various forms of SLD.
Hamid Ghanadan, CEO of LINUS, discusses the findings of the company's recent state-of-the-science research, a semiannual survey that tracks sentiment and confidence within the life sciences. Notably, a growing gap in optimism exists between academic and biopharma scientists. As a result, academics are seeking partnerships at a new level due to economic pressures from grant cancellations, the need for multidisciplinary collaboration to solve complex problems, and the desire for a stronger collective voice. AI was identified as the top priority for academia and biopharma, as is the need to improve communication with the public about scientific discoveries and medical advancements. Hamid explains, "We started the state-of-the-science research four years ago, so this is the eighth time that we've done it. And what we're really doing is measuring consumer confidence within the life sciences. So we track sentiment, we track funding, we track barriers and opportunities, as well as purchase intentions. And we do it every six months for the coming six months of the year." "So here you have to take into consideration that we talk to scientists globally in this survey, and we talk to them from a variety of different settings and environments. So while about half of our respondents are from academic institutions around the world, the other half are in a variety of industries, mostly biopharma. And we see here that there's a shift, there's a difference in sentiment and in optimism, in outlook, in interest in science, in the applicability of science, and how these different groups are managing it. As you can imagine, the academics are feeling a lot more pressure." "The consumer sentiment is lower, and there's definitely more fear in that cohort of scientists. Biopharma is actually surprisingly more resilient, more forward-looking. So on the biopharma side, what we're seeing is that there's actually surprising resilience and there's forward-looking intentions. And we see that scientists are actually looking forward to applying new techniques and new technologies that are coming online, and they have more confidence in their ability to make progress for the second half of 2025." #LINUSGroup #Lifesciences #Healthcare #AIHealthcare #Stategy #Scientists #AI #MedAI thelinusgroup.com Download the transcript here
Hamid Ghanadan, CEO of LINUS, discusses the findings of the company's recent state-of-the-science research, a semiannual survey that tracks sentiment and confidence within the life sciences. Notably, a growing gap in optimism exists between academic and biopharma scientists. As a result, academics are seeking partnerships at a new level due to economic pressures from grant cancellations, the need for multidisciplinary collaboration to solve complex problems, and the desire for a stronger collective voice. AI was identified as the top priority for academia and biopharma, as is the need to improve communication with the public about scientific discoveries and medical advancements. Hamid explains, "We started the state-of-the-science research four years ago, so this is the eighth time that we've done it. And what we're really doing is measuring consumer confidence within the life sciences. So we track sentiment, we track funding, we track barriers and opportunities, as well as purchase intentions. And we do it every six months for the coming six months of the year." "So here you have to take into consideration that we talk to scientists globally in this survey, and we talk to them from a variety of different settings and environments. So while about half of our respondents are from academic institutions around the world, the other half are in a variety of industries, mostly biopharma. And we see here that there's a shift, there's a difference in sentiment and in optimism, in outlook, in interest in science, in the applicability of science, and how these different groups are managing it. As you can imagine, the academics are feeling a lot more pressure." "The consumer sentiment is lower, and there's definitely more fear in that cohort of scientists. Biopharma is actually surprisingly more resilient, more forward-looking. So on the biopharma side, what we're seeing is that there's actually surprising resilience and there's forward-looking intentions. And we see that scientists are actually looking forward to applying new techniques and new technologies that are coming online, and they have more confidence in their ability to make progress for the second half of 2025." #LINUSGroup #Lifesciences #Healthcare #AIHealthcare #Stategy #Scientists #AI #MedAI thelinusgroup.com Listen to the podcast here
Send us a text00:00:00 - Surf's Up: Season 6 Episode 14Louise Campbell and Roger Green interview key players in the inaugural Dr. Stephen A. Harrison Patient Advocacy Fellowship program, including Wayne Eskridge of the Fatty Liver Foundation (FLF), which initiated the program, Program Coordinator Elena Samsonova, and five Harrison Fellows.00:05:08 - Part I: How the Harrison Fellowship Came To BeElena opens by celebrating last week's onboarding of 20 inaugural Fellows and the chemistry between them. She goes on to introduce five of them:Steven Rodrigues (ALD, UK citizen) shares his recent experience giving a 15-minute national interview on BBC Radio 5 discussing ALD clinical insights. Silvana Lesidrenska (Hepatitis B, Bulgaria) shares her desire to learn more about SLD as part of her advocacy leading a liver patients association in Bulgaria. Julie Peyout (MASH, Canada) is a great-grandmother who was recently found free after therapy for Non-Hodgkin's Lymphoma. Pam Miller (MASH cirrhosis, US) learned 24 years ago that she had MASH cirrhosis when her surgeon aborted a bariatric procedure. Since then, she has lived with cirrhosis and experienced hepatic encephalopathy (HE). She has participated in clinical trials, lobbied legislators, and collaborated with professional societies. Melanie Smith (MASH cirrhosis, US) has lived with stage-4 MASH cirrhosis since age 36 (sixteen years ago) and experiences hepatic encephalopathy (HE). She has led support groups for over a decade. Next, Wayne recounts the program's foundational story. He describes Stephen as a man with a genuine commitment to patients and his passing as a "tremendous loss." This led Wayne to discuss this idea with Rebecca Taub of Madrigal, "another one of my heroes." (Madrigal supports this program.) Elena describes how she joined the FLF to lead this program. Roger asks the Fellows where and how they intend to make a difference. Their goals vary, from working in a Biopharma company advocating for patients to "going to the top," perhaps even lobbying the HHS Secretary, to expanding their own education and knowledge about the various forms of SLD. 00:34:46 - Part II: Goals of the Harrison Fellowship ProgramThis conversation focuses on the program's goals and scope for its first year. Wayne points out that, while the FLF originally focused on NAFLD and NASH, the new nomenclature has led them to broaden their focus to all forms of SLD. (He plans to rebrand as the Steatotic Liver Foundation.)Elena, it describes the program's four "pillars": Mentorship - Having an experienced advocate guide each Fellow as they pursue the next steps as Advocates.Education - Learning more about SLD.Networking - Connecting with other advocates and industry decision-makers at conferences.Fellowship - Supporting each other as they grow new skills and have new experiences. 00:55:09 - Experts: Louise and Roger Discuss This RoundtableRoger and Louise share their enthusiasm for the unprecedented sense of empowerment they felt among patient advocates while leading this discussion. Both comment on the identity shift from “MASH patient” to “person living with MASH.” Louise mentions that doctors or APPs still minimize disease by characterizing MASLD as “a bit of fat” that requires no action. Roger suggests that focusing on the total patient will include not only the efficacy of medicines but also potential side effects or safety concerns. Louise comments that advanced disease and cirrhosis occur most often in post-menopausal women with cirrhosis, and discusses implications. Both foresee a growing “army” of advocates that can drive earlier detection, smarter trial design, and better everyday care.01:11:11 - Business Report
What if cancer treatment could harness the body's own immune system instead of relying on surgery, radiation, or chemotherapy? GT Biopharma (NASDAQ: GTBP) is developing its TriKE® platform, a novel NK cell engager designed to activate natural killer cells to seek out and destroy cancer.In this interview, Executive Chairman & CEO Michael Breen discusses the company's origins, the science behind its technology, and its progress in clinical trials for acute myeloid leukemia. He also outlines GT Biopharma's plans to expand into solid tumors and autoimmune diseases, highlighting the commercial potential and challenges ahead. Watch the full interview to learn how the company is advancing immunotherapy in a new direction.Learn more about GT Biopharma: https://www.gtbiopharma.com/ Watch the full YouTube interview here: https://youtu.be/Z9tNa4JTELwAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
What if biotech teams could automate the most information-intensive parts of bringing a drug to market? In this episode of Data in Biotech, host Ross Katz speaks with Convoke co-founders Alex Telford and Maged Ahmed about building an AI-native knowledge acquisition and curation system for biopharma. Learn how they're transforming clinical research, regulatory writing, and competitive intelligence using LLMs, semantic search, and scalable data infrastructure. What You'll Learn in This Episode: >> How Convoke unifies public and private biotech data into a single workspace for smarter decision-making >> Why structured outputs and semantic layers are key to high-quality AI-driven insights >> Real-world use cases including clinical trial design, competitive landscape analysis, and regulatory documentation >> How feedback loops and model evaluations drive product reliability and user trust >> The future of AI in biotech: continuous decision-making and multimodal intelligence Meet Our Guests Alex Telford is Co-Founder and CEO of Convoke, an AI-native OS transforming drug development workflows. His background in life sciences consulting drives his mission to unify data and streamline outputs like clinical documents and regulatory submissions. Maged Ahmed is Co-Founder of Convoke and a former AI lead at Applied Intuition. He brings deep data infrastructure expertise to biotech, aiming to reduce friction in regulated environments by automating knowledge generation. About The Host Ross Katz is Principal and Data Science Lead at CorrDyn. Ross specializes in building intelligent data systems that empower biotech and healthcare organizations to extract insights and drive innovation. Connect with Our Guest: Sponsor: CorrDyn, a data consultancyConnect with Alex Telford on LinkedIn Connect with Maged Ahmed on LinkedIn Connect with Us: Follow the podcast for more insightful discussions on the latest in biotech and data science.Subscribe and leave a review if you enjoyed this episode!Connect with Ross Katz on LinkedIn Sponsored by… This episode is brought to you by CorrDyn, the leader in data-driven solutions for biotech and healthcare. Discover how CorrDyn is helping organizations turn data into breakthroughs at CorrDyn.
From Olympic runways to boardroom breakthroughs, Simon Arkel knows how to raise the bar—and clear it. On this episode of The Reboot Chronicles, we're joined by this two-time Olympian and five-time NCAA All-American whose journey is a masterclass in reinvention. Simon's pole vaulting career was built on grit, resilience, and relentless pursuit—qualities that now define his impact in the healthcare industry. Simon has served as CEO across multiple ventures, most notably steering DeepLens, a pioneering platform for clinical trial patient-matching, through its successful acquisition by Paradigm Health. Today, he's at the helm of Ryght Inc., where he's harnessing generative AI to revolutionize Biopharma site selection—making it faster, smarter, and more cost-effective. Simon's journey is one of ongoing evolution from early promise to Olympic excellence, and now a visionary leader reshaping healthcare through technology. Join us as we unpack the many reboots that shaped his path—and explore what's next on his horizon.
As the biopharmaceutical industry expands, companies face a constant challenge: How do you find and train the talent needed to sustain growth? And how is technology reshaping the way we prepare the workforce?In this episode of Life Science Solutions, host Chris Adkins sits down with Dr. Gary Gilleskie, Executive Director of the Biomanufacturing Training and Education Center (BTEC) at NC State University. Together, they explore the evolution of biologics manufacturing in NC, BTEC's hybrid industry-academia training model, and the center's unique impact on workforce development in biopharma and beyondGary shares insights from decades of experience in both industry and education—from the early days of stainless-steel facilities to the rise of single-use technology, to today's booming demand for GMP-trained professionals. Topics include:How BTEC bridges academia and industry to prepare talent for biopharma careersWhy North Carolina has become a hub for biomanufacturing growthThe rise of single-use technologies and what they mean for training and efficiencyThe importance of hands-on GMP experience for students and professionals alikeThis episode highlights the strategies, infrastructure, and people driving innovation in biopharma—and why workforce development is the key to keeping pace with the industry's future.#Biomanufacturing #Biopharma #GMP
Dr. Matt Harlow, PhD, Senior Scientist at TRIANA Biomedicines, shares his path since Vanderbilt and his daily work life in drug discovery.
In this episode Luke Bilton, Co-Founder of PharmaSource, shares a special announcement about CDMO Live Europe 2026 (May 19-21, Rotterdam World Trade Center). Following a sold-out inaugural event that facilitated over 1,200 targeted meetings, this pharmaceutical outsourcing event is doubling in size in 2026.Key topics covered:Why the £200+ billion CDMO sector needed a dedicated European platformNew learning tracks for External Manufacturing Strategy and Drug Development & CMCHands-on training sessions including Strategic Partnership development and Biotech CMC BootcampExpanded PartnerMatch concierge system connecting pharma companies with more than 80 CDMOsLearn more about CDMO Live Europe here
Send us a textWhy Operational Excellence is Biopharma's Next Competitive AdvantageIn this special cofounder episode of Lean by Design, Oscar Gonzalez and Lawrence Wong pull back the curtain on the ideas behind Oscar's upcoming book—and the operational realities that inspired it.The core message? The biggest risks in biopharma often don't come from the science. They come from fragile systems, tribal knowledge, and disconnected processes that silently slow teams down or bring them to a grinding halt.With over 30 years of combined experience spanning R&D, clinical ops, and facilities management, Oscar and Lawrence unpack:Why innovation collapses without operational infrastructureHow legacy behaviors and workflow inconsistency compound into massive riskWhat “owning a process” really means—and why most orgs get it wrongHow early-stage companies fall into the trap of ad hoc systems and band-aid solutionsWhy consistency and connectivity—not heroics—are the foundation for scalable successPlus, they preview the framework at the heart of Oscar's forthcoming book: a practical guide for process owners, system stewards, and leaders ready to build resilient operations without boiling the ocean.If you've ever tried to fix a broken workflow while juggling 10 others, or wondered why your cross-functional projects keep stalling—this episode is for you! Join the book waitlist: https://sigmalabconsulting.fillout.com/t/cjWN43iBNWus Learn more about us by visiting: https://sigmalabconsulting.com/ Want our thoughts on a specific topic? Looking to sponsor this podcast to continue to generate content? Or maybe you have an idea and want to be on our show. Fill out our Interest Form and share your thoughts.
In this episode of the China Biopharma English-language Podcast, Shanghai-based senior reporter Xu Hu talks about the release for the first time by China's National Healthcare Security Administration in August of a preliminary list of innovative drugs reimbursed by commercial insurance and the key reasons that have driven this reform. Related story links: https://insights.citeline.com/pink-sheet/geography/asia/china/china-signals-commercial-insurance-biotech-and-foreign-owned-hospitals-as-policy-priorities-6WABWKHO3VCRHNSCOXGABSHTZE/ https://insights.citeline.com/pink-sheet/market-access/government-payers/china-unveils-multiple-policies-to-support-innovative-drugs-throughout-life-cycle-JFEHXBAS2ND3PGJYKOF7NB6ZCM/ https://insights.citeline.com/pink-sheet/geography/asia/china/china-signals-commercial-insurance-biotech-and-foreign-owned-hospitals-as-policy-priorities-6WABWKHO3VCRHNSCOXGABSHTZE/
It Happened To Me: A Rare Disease and Medical Challenges Podcast
Join us as we delve into the evolving landscape of clinical trials in Latin America with Julio G. Martinez-Clark, CEO of BioAccess. Discover how his company is pioneering pathways for medtech innovators and shaping the future of medical device innovation in emerging markets. Bioaccess® is a trailblazing company that's helped over 100 Medtech innovators navigate global clinical trials, and he currently serves as Ambassador of International Accrediting Organization for Clinical Research in the Americas. With a career that spans healthcare infrastructure, telecommunications, and regulatory strategy, Julio is a leading voice in the field of medical device innovation in emerging markets. From his early days at Johns Hopkins Hospital to his current role in shaping ethical and efficient trial systems across Latin America, Julio's mission is clear: to expand access to high-quality research for patients and sponsors alike. He's also the host of the Global Trial Accelerators™ podcast, where he dives into trends in Medtech, Biopharma, Radiopharma and clinical trial innovation. We unpack what makes Latin America a strategic region for clinical trials, especially for rare diseases, and explore how improving trial access can speed innovation, and change lives. Episode Discussion Topics: Introduction to Julio G. Martinez-Clark and his role at BioAccess. The clinical trial landscape in Latin America and its strategic importance. Julio's career journey from Johns Hopkins Hospital to BioAccess. The impact of cultural competence and community engagement on clinical trials. Challenges and solutions for conducting clinical trials during the pandemic. The role of artificial intelligence and digital tools in clinical trials. The future of clinical research in Latin America, including radiopharmaceuticals and theranostics. The importance of international standards and certifications for clinical research sites. Success stories and innovative approaches in clinical trials. Julio's podcast, Global Trial Innovators, and its focus on industry education. During the episode a blog post on bioaccess' website was referenced that highlights academic papers that talk about the higher recruitment and retention rates in Latin America, here it is: https://www.bioaccessla.com/blog/the-latin-american-advantage-why-clinical-trial-recruitment-and-retention-outpace-the-us-and-europe Connect With Us: Stay tuned for the next new episode of “It Happened To Me”! In the meantime, you can listen to our previous episodes on Apple Podcasts, Spotify, streaming on the website, or any other podcast player by searching, “It Happened To Me”. “It Happened To Me” is created and hosted by Cathy Gildenhorn and Beth Glassman. DNA Today's Kira Dineen is our executive producer and marketing lead. Amanda Andreoli is our associate producer. Ashlyn Enokian is our graphic designer. See what else we are up to on Twitter, Instagram, Facebook, YouTube and our website, ItHappenedToMePod.com. Questions/inquiries can be sent to ItHappenedToMePod@gmail.com.
In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Stephen Dilly, Chairman, President and Chief Executive Officer at Codexis. Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Stephen, covering: His journey of almost 40 years in the industry, including 20 years as a CEO. Leading two therapeutic companies to two, successful, $billion+ exits... Not making snap judgements and instant opinions early on in your role as a senior leader. Why he took on the challenge of leading Codexis at this phase of his career. The importance of values as guiding principles, and spending in-person time with your team. As President & CEO of Codexis since August 2022, Stephen brings more than three decades of executive management experience in the biopharmaceutical industry. Most recently, he served as President and CEO of Sierra Oncology (NASDAQ: SRRA) through its recent sale to GlaxoSmithKline for $1.9 billion. Previously, Dr. Dilly served as CEO of Aimmune Therapeutics, acquired by Nestle Health Science for $2.6 billion. Dr. Dilly has served in executive roles at Genentech, Chiron and SmithKline Beecham and has been associated with the development, approval and launch of more than twenty marketed drugs across multiple therapeutic areas. He holds both an MBBS and a PhD in Cardiac Physiology from the University of London. Molecule to Market is also sponsored by Bora Pharma (boracdmo.com) and Charles River (www.criver.com), and supported by ramarketing. Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating!
No guest this week, so it's time for our first Ask Me Anything (AMA) episode since 2019! Past guests and pals peppered me with questions about the podcast, my reading habits, menswear aesthetics, mental health, comics, hair care, keeping a journal, work/life balance or lack thereof, the one episode I think people are sleeping on, Star Trek vs. Star Wars, the superpower I wish I had, and a lot more. I dish some pod-secrets, talk about the episodes that will never air, and tell you where I buy my underwear, so go listen! Follow me on Bluesky and Instagram • More info at our site • Support The Virtual Memories Show via Stripe, Patreon, or Paypal, and subscribe to our e-newsletter
From vision to impact, Julio G. Martinez-Clark, CEO of bioaccess®, has helped over 75 startups in Medtech and Biopharma scale faster by unlocking clinical trial opportunities in regions like Latin America, Eastern Europe, and Australia. In this special interview, Julio opens up about the mission of bioaccess®, how his team helps startups navigate complex regulations, and why looking beyond the U.S. and Western Europe is the real game-changer for innovators.Host : SandyGuest : Julio G.Martinez-Clark, CEO of Bioaccess®
After many U.S. biopharma companies posted sales declines in the first quarter, the domestic pharma industry largely bounced back to growth in the second quarter. In this episode of "The Top Line," Fierce Pharma's Eric Sagonowsky and Kevin Dunleavy break down the numbers behind the industry’s second-quarter performance. Among U.S. pharma heavyweights, J&J, AbbVie, Pfizer, Regeneron, Bristol Myers Squibb and Biogen each eked out gains this past quarter. Their results varied, with individual stories worth highlighting at each of these major companies. Beyond earnings, Sagonowsky and Dunleavy also discuss the growing competition in diabetes and obesity treatments between Eli Lilly and Novo Nordisk, as well as Merck’s rising financial reliance on its blockbuster cancer drug Keytruda, among other topics. To learn more about the topics in this episode: Several US pharma giants stage Q2 sales turnaround after subpar results earlier in year The battle of the obesity drug heavyweights 7 top pharmas posted revenue declines in Q1. The common thread? All are US firms Biopharma briefing: Q1 trends, gene therapy updates and ASCO preview See omnystudio.com/listener for privacy information.
Just over two years ago, the FDA issued its first draft guidance on clinical trials with psychedelic drugs. Now, HHS has hired a dedicated psychedelics advisor. This week, Reunion Neuroscience reported a mid-stage success with its short-acting psychedelic drug in postpartum depression.At a moment of increasing momentum – both in terms of research, funding and commercial promise – behind psychedelics, it's worth checking in with one of the leaders in the space: Cybin, a clinical-stage biopharma.In November, Cybin reported positive Phase 2 data for its major depressive disorder drug and has its sights set on next steps in the regulatory approval process.Pharma Editor Lecia Bushak brings us a conversation with Cybin CEO Doug Drysdale about "second-generation" psychedelics and how they are impacting the mental health treatment space.For our Trends segment, we're talking about recent updates to health data sharing on the federal level. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.
U.S. biopharma clusters are responding to high interest rates, NIH restructuring, and FDA changes while maintaining investment in research and development. Boston/Cambridge, San Francisco Bay Area, BioHealth Capital Region, New York/New Jersey, San Diego, Los Angeles/Orange County, Greater Philadelphia, North Carolina, Seattle, and Chicagoland rank as the top ten regions based on patents, NIH funding, venture capital, laboratory space, and jobs. Major projects, mergers, and facility expansions are underway in these regions, with efforts focused on addressing unmet medical needs, supporting domestic drug manufacturing, and advancing biotechnology for national security and economic growth.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma e Biotech world. GSK has entered a partnership with Hengrui worth up to $12 billion, focusing on the COPD candidate HRS-9821. The FDA's new voucher policy has caused confusion among experts, as it lacks clear definition and was announced without public input. The American Medical Association urges RFK Jr. to maintain the preventive task force, and Sarepta denies a patient death is linked to Elevidys as the FDA launches a probe. Biopharma companies are leaning towards holistic treatments for Alzheimer's, while Atai-partnered schizophrenia drug fails in a mid-stage trial. Boehringer partners with Irish startup Re-Vana in a $1 billion+ eye deal.As the Alzheimer's space becomes more competitive, biopharma companies are focusing on holistic treatments beyond disease-modifying drugs like Leqembi and Kisunla. Companies such as Bristol Myers Squibb, Acadia, Otsuka, and Lundbeck are renewing their search for symptomatic treatments. Five upcoming data drops could potentially lead to more effective therapies for Alzheimer's. Sarepta Therapeutics is facing challenges due to safety concerns surrounding its gene therapies, leading to a drop in stock value. The FDA's new voucher program aims to offer accelerated pathways for drugs meeting certain criteria, but experts criticize the lack of transparency and public input in the policy's announcement. Sarepta's future is uncertain as the FDA considers a new study for Elevidys, and the EU issues a negative opinion on the drug. Other news includes delays in the FDA decision on GSK's Blenrep, AstraZeneca's PIII win with nanobody treatment for myasthenia gravis, and the removal of thimerosal from influenza vaccines. George Tidmarsh has been appointed as the new chief of FDA's CDER.
Paris Panayiotopoulos, Senior Managing Director at Blackstone Life Sciences, shares how the firm's broad life sciences strategy has been advancing innovation across the life sciences ecosystem in three key ways: late-stage product financing (Collaboration) and new company creation (Ownership), and non-dilutive financing (Credit and Royalties). He explains how Blackstone is bridging the innovation funding gap through high-conviction partnerships with larger BioPharma and MedTech companies, and targeted investment in late-stage trials.
On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed:(00:00) Introduction and history(04:31) Understanding the Pharmaceutical Supply Chain(07:30) Exploring Business Segments(12:06) High Value Products vs. Bulk Products(14:24) The Impact of AI on Drug Development(17:17) Current Industry Cycles and Demand Dynamics(21:24) CapEx Expansion and Future Capacity(24:04) Drivers of Demand for Products(26:33) The Impact of GLP-1s on Business Dynamics(29:27) Navigating Tariff Impacts in the Pharmaceutical Supply Chain(32:21) Understanding Competition in the Pharmaceutical Packaging Industry(36:45) The Advantages of Vertical Integration(41:41) Valuation Insights and Market Perception(47:38) Identifying Risks and Challenges Ahead(51:54) Exploring Best Anchor Stocks and Investment StrategiesLeandro's Twitter: https://x.com/InvesquotesBest Anchor Stocks: https://www.bestanchorstocks.com/*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Send us a textIn this episode, we introduce a new approach to operational excellence, one built for the realities of today's biopharma landscape.As the industry faces tighter budgets and widespread restructuring, the pressure to “do more with less” has never been higher. But when you can't fix everything, where should you start?We share how Sigma Lab Consulting helps clients focus on the workflows that matter most—those that, if broken, pose the greatest risk to execution, decision-making, or speed. Drawing on experience in R&D, clinical operations, and facilities management, they reveal how minor workflow gaps often compound into costly project delays.They also explain why many organizations waste time chasing the loudest problems, rather than identifying the most impactful ones—and how their Workflow Criticality Assessment offers a focused, scalable way to prioritize improvements and build long-term resilience.Whether you're leading a transformation or trying to regain control of daily operations, this episode will give you a new way to think about where (and how) to begin. Learn more about us by visiting: https://sigmalabconsulting.com/ Want our thoughts on a specific topic? Looking to sponsor this podcast to continue to generate content? Or maybe you have an idea and want to be on our show. Fill out our Interest Form and share your thoughts.
During Episode 28 of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2025 Q2 Report: Global Trends in Biopharma Transactions Report, covering capital markets, strategic deals, and regional trends. Market Overview: Biotech remained under pressure in Q2, with valuations still below historical norms. Ongoing macro headwinds—tariffs, high rates, and FDA turnover—kept investor sentiment cautious and risk appetite low. M&A & Licensing: Licensing rose 20% in value, focused on late-stage immunology assets. China and Europe drove activity, while U.S. firms dominated M&A, accounting for 80% of deal value. Public takeout premiums rebounded sharply. Capital Markets: U.S. biotech funding fell 28% with no IPOs—the first blank quarter since 2020. Venture also dropped 32%, though a few large late-stage rounds stood out. Europe saw fewer deals but larger average round sizes. Outlook: Strategic deals remain a vital funding source as capital markets stay tight. Biotechs should extend runway and explore partnerships, with pharma interest in quality assets showing no signs of slowing. Listen now to gain insights into the evolving biopharma landscape, explore our report, and we welcome the opportunity to discuss its contents with you.
During the Asia-focused Episode 29 of Biotalk, Geoff shares insights into key trends and developments shaping the biotech landscapes in Japan, China, Korea, Australia, and the broader Asia-Pacific region, as featured in our 2025 Q2 Report: Global Trends in Biopharma Transactions Report. Japan's biotech stocks outperformed broader indices, boosted by regulatory reforms and Shionogi's $1.1B acquisition of Japan Tobacco's pharma units. Licensing slowed, while early-stage financings focused on preclinical firms. China's biotech market surged with four HKEX IPOs raising $1.5B. Venture funding fell as risk aversion grew, but strategic licensing stayed strong at $24.4B, shifting toward later-stage oncology and obesity deals. Korea's biotech index dipped but showed 12-month gains, driven by ABL Bio's $2.8B licensing deal with GSK and key Series B financings. Listen now to gain insights into the evolving global biopharma landscape, explore our report, and we welcome the opportunity to discuss its contents with you.
In this episode, Chris, co-founder of Bio Box, delves into the innovative solutions his company offers to the biopharma sector. Bio Box provides a knowledge and reasoning infrastructure for biopharma R&D, helping scientists scale up hypothesis generation and testing in early drug discovery. Chris explains how their platform integrates various biomedical data sources to enable quicker, data-driven decisions and improve collaboration across research teams. He also discusses the challenges and rewards of building a startup in the biotech industry, particularly in the Canadian context, and shares insights on the importance of productive science and reasoning in drug discovery. Furthermore, Chris provides a glimpse into Bio Box's customer engagement strategies, business model, and his vision for the future of the company. Whether you are a scientist, investor, or just curious about the intersection of biotech and AI, this episode offers valuable insights into the evolving landscape of biopharma research.
We love to hear from our listeners. Send us a message. On this week's episode, Dr. Hernan Bazan, M.D., co-founder and CEO at New Orleans-based South Rampart Pharma, talks about building an ultra-lean drug development company to address an unmet need observed in his own patients as a surgeon: safe treatments for acute pain. Dr. Bazan explains his strategy for building value through small raises and no full-time salaried employees, co-founding the company with his father -- a scientist and director of the Neuroscience Center of Excellence at Louisiana State University Health Sciences Center -- and why the future of pain management will likely involve multimodal approached personalized to individual patients. This episode of the Business of Biotech is brought to you by Ecolab. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/
Scrip discusses the latest M&A activity and trends with CEO Shawn Titcomb of Allele Capital and Cheryl Reicin, a partner focused on international life sciences activity at Mintz.
Thought leader Julio G. Martinez-Clark shares how his company in helping to bring medical innovation to the market sooner by conducting clinic trials in Latin America. About Julio: Julio G. Martinez-Clark stands at the forefront of clinical research transformation as the Ambassador of IAOCR/GCSA in the Americas and CEO of bioaccess®, where he bridges global quality standards with the world's growing MedTech, BioPharma, and Radiopharmaceutical ecosystems. With over two decades of cross-industry leadership spanning healthcare, telecommunications, and venture capital, Martinez-Clark has become the trusted partner for 100+ companies seeking accelerated regulatory approvals and cost-effective clinical trials worldwide. His unique fusion of technical expertise from Johns Hopkins Hospital infrastructure projects, regulatory acumen honed through UNESCO-aligned accreditations, and operational mastery of diverse global clinical trial landscapes positions him as the definitive authority on risk-mitigated medical innovation in emerging markets. Resources: Products discussed in the podcast: ReGelTec: https://regeltec.com/regeltec-chooses-colombia-bioacce-for-first-in-human-clinical-trial-of-hydrafil-system/ Spine Stabilization Technologies (SST): https://thespinemarketgroup.com/spinal-stabilization-technologies-ltd-announces-start-of-lopain-2-clinical-trial-in-south-america-for-lumbar-degenerative-disc-disease/ bioaccessla.com Show sponsor: The Cox 8 Table by Haven Medical
Layoffs in biopharma show no signs of slowing, with workforce reductions holding steady across the first two quarters of 2025. In this week’s episode of "The Top Line," Fierce Deputy Editor Andrea Park and Fierce Biotech Senior Editor Gabrielle Masson break down the latest layoff trends and how they compare to last year. Tune in for a look at the numbers so far, the pace of biotech closures and how federal policy shifts are affecting the industry. To learn more about the topics in this episode: Biopharma layoffs for first half of the year jump 32% YOY Fierce Biotech Layoff Tracker 2025 See omnystudio.com/listener for privacy information.
In this insightful episode of IDEA Collider, Mike welcomes Mathai Mammen, Chairman and CEO of Parabilis Medicines. Mathai shares his extensive journey through academia, MD PhD program at Harvard, co-founding Theravance, and leadership roles at Merck and J&J. They delve into Mathai's innovative approach to creating transformative medicines, navigating the biotech industry, and the unique challenges of targeting 'undruggable' proteins. They also discuss the role of AI in drug discovery, the importance of strategic risk, and fostering team resilience and spirit in both large and small pharma companies. 00:00 Introduction and Guest Background00:56 Founding Thebans and Career Highlights01:43 Leadership at Merck and J&J02:18 Innovative Approaches at Parabilis Medicines04:09 Defining and Tackling Undruggable Targets09:27 Multivalent Drug Design and Bispecifics13:53 AI and Data Science in Drug Development19:28 Building and Leading World-Class Teams25:41 The Importance of Holding Conviction as an Entrepreneur26:25 Learning from Setbacks in the Biotech Industry30:10 Challenges and Innovations in Drug Development32:28 Navigating the Ups and Downs of the Biotech Industry36:02 The Mission and Future of Parabilis40:35 Personal Reflections and Advice for Entrepreneurs46:46 Book Recommendations and Closing Thoughts Don't forget to Like, Share, Subscribe, Rate, and Review! Keep up with Mathai Mammen;LinkedIn: https://www.linkedin.com/in/mathai-mammen/Website: https://parabilismed.com/ Follow Mike Rea On;Website: https://www.ideapharma.com/X: https://x.com/ideapharmaLinkedIn: https://www.linkedin.com/in/bigidea/ Listen to more fantastic podcast episodes: https://podcast.ideapharma.com/
Good morning from Pharma and Biotech Daily: the podcast that gives you only what's important to hear in Pharma and Biotech world.Kalvista has received approval for the first on-demand hereditary angioedema pill after facing challenges with the FDA. Meanwhile, Robert F. Kennedy Jr. has made significant cuts and rehires at the Department of Health and Human Services. Upcoming biopharma milestones to watch include developments in obesity and rare genetic diseases, as well as therapies targeting the TIGIT space. Drug developers are exploring digitization strategies to optimize processes and embrace technology in the development journey amidst a busy buyout period in the pharmaceutical industry.Transitioning to the next news, the text discusses four therapies targeting TIGIT that are still holding on in a troubled space where many others have failed. It also highlights the potential of using AI and genetics to reduce adverse drug reactions and restore public trust in the pharmaceutical industry. Additionally, it mentions the FDA's decision to remove risk evaluation and mitigation strategies for certain cell and gene therapies, as well as recent developments in ultrarare therapies, cancer treatments, and regulatory changes. The text provides information on the HHS overhaul by the numbers, including rehiring hundreds of employees but still operating with reduced staff.
In the first episode of this new China Biopharma English-language mini podcast, Shanghai-based senior reporter Xu Hu looks at the main directions in which obesity drug developers are moving, Chinese pharma firms' position in the global race for muscle-preserving weight loss drugs and China's challenge in matching accessible drugs with well-guided weight loss. Related story links: https://insights.citeline.com/scrip/r-and-d/chinese-developers-showcase-potentially-differentiated-weight-loss-assets-at-ada-TGCGQMCVBFHS7LNTWM6YDPEC3I/; https://insights.citeline.com/in-vivo/global-vision/chinese-firms-build-obesity-clinical-pipeline-but-face-wider-hurdles-KX5GZJDC2NGKRDO6VUU7HROF4Y/
While macroeconomic uncertainty weighs on the sector, there are glimmers of hope in some areas of pharmaceutical outsourcing and services. Greg Slabodkin Read by Brittany Duncan Read Article Here: https://www.pharmamanufacturing.com/editors-review/article/55299879/editors-review-is-the-biopharma-industrys-glass-half-empty-or-half-full
The McCullough Report with Dr. Peter McCullough – USA Facts reinterprets CDC data to reveal that 81% of Americans received at least one COVID-19 shot, yet only 70% achieved full vaccination. Disparities persist across demographics, with low coverage in infants. Critics lambaste CDC's transparency and the FDA's new framework. With booster uptake below 15%, concerns arise about pharma influence and public health policy...
The McCullough Report with Dr. Peter McCullough – USA Facts reinterprets CDC data to reveal that 81% of Americans received at least one COVID-19 shot, yet only 70% achieved full vaccination. Disparities persist across demographics, with low coverage in infants. Critics lambaste CDC's transparency and the FDA's new framework. With booster uptake below 15%, concerns arise about pharma influence and public health policy...
A surgeon in burns reconstruction, Matt Klein swapped the operating room for the equally high-pressure environment of drug development. In this episode of Pathfinders in Biopharma, he sets out the vision for the company he now leads, PTC Therapeutics – a pioneer in the field of RNA therapies, now powering towards profitability with treatment candidates for a host of rare diseases.
We love to hear from our listeners. Send us a message. On this week's episode, Barry Quart, CEO of Connect Biopharma, weighs in on the current state of engagement between drug developers and the FDA, and how that key relationship continues to evolve under new leadership. Barry also discusses moving the company from China to San Diego, why a U.S. financial reporting structure helps attract investors, and how Connect is finding the white spaces in respiratory disease -- the company's lead candidate is a biologic drug targeting acute asthma and COPD exacerbations. This episode of the Business of Biotech is brought to you by Ecolab.Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/
In this episode, Jonathan Norman (Director, Localisation Services, YPrime) and Laura Russell (Senior Vice President, Head of Data and AI Product Development, Advarra) join the podcast to discuss how artificial intelligence is transforming today's clinical operations. They dive deeper into how AI can be used to improve protocol design, drive efficiency in localization processes, and modernize clinical operations to expand access to trials and get treatments to patients sooner.
In this energizing episode of The Athletics of Business, Ed Molitor welcomes Molly Painter, Vice President of Sales and Strategic Accounts at Takeda. Molly leads Takeda's U.S. Plasma-Derived Therapies business unit and is renowned for her rare blend of strategic clarity and deeply human-centered leadership. Together, they explore what it takes to lead authentically in high-stakes environments, build trust through vulnerability, and drive results without losing sight of people. Molly shares personal stories from her career, her family, and her life-long belief that leadership should be rooted in purpose, agility, and heart. Our Guest Molly Painter is a seasoned executive across both biotech and biopharma, known for her ability to lead with clarity, conviction, and a calm, commanding presence. With deep expertise in rare disease and neuroscience, she has a proven track record of building, launching, and scaling organizations—from early-stage biotech startups to global pharmaceutical business units. Currently Vice President of Sales & Strategic Accounts at Takeda, Molly leads the U.S. Plasma-Derived Therapies Business Unit, driving growth, alignment, and performance across one of the company's most strategic portfolios. She previously served as President of U.S. Orphazyme, where she built a scalable commercial organization from the ground up in just nine months, and as President of Vifor Pharma Group, where she drove topline U.S. sales growth and positioned the company as a leader in the nephrology and cardio-renal therapy space. Molly brings a rare combination of strategic precision and human-centered leadership. She thrives in complex, high-stakes environments and is deeply skilled in interpreting trends, aligning cross-functional teams, and creating cultures of accountability and ambition. She has led all facets of drug company development—from pipeline strategy to in-line commercialization—and is known for her ability to articulate value, influence stakeholders, and accelerate market uptake both domestically and globally. A strong advocate for agile leadership and inclusive growth, Molly holds an MBA from Northwestern University in Management & Organization with an emphasis on Health Enterprise Management. She also serves on several executive boards, including Big Brothers Big Sisters Chicago, the Joffrey Women's Board, and the Healthcare Businesswomen's Association (HBA). What You'll Learn in This Episode Why the combination of strategy and heart is so rare and so powerful The art of having crucial conversations while building psychological safety How to lead with agility in the face of constant change and ambiguity Why vulnerability is a superpower in leadership, not a liability How Molly's mom, mentors, and real-world reps shaped her coaching style What “air cover” means and why it's critical for team decision-making How to balance elite performance with empathy, trust, and authenticity The importance of mentoring both inside and outside your company Why being “real” is the key to building loyalty and driving results How to juggle leadership, parenting, volunteer work, and still show up 100 percent Resources & Links Molly Painter LinkedIn Instagram Takeda Pharmaceuticals Ed Molitor LinkedIn Website
From compromised vaccines to failed clinical trials, the stakes of biopharma cold chain failures are dangerously high. Each year, the industry loses $35 billion due to temperature excursions and environmental deviations in transit. But the cost to patient safety? Incalculable.In this episode, we examine the hidden weak points in cold chain logistics and why manual processes and siloed systems are no longer acceptable. Drawing from The cold truth: Why biopharma needs integrated cold chain monitoring tech, we uncover how IoT devices, smart packaging, and ERP-integrated platforms are transforming temperature-sensitive logistics—from warehouse to drone-based last-mile delivery.What You'll Learn in This Episode:1. The Hidden Cost of Cold Chain Failures$35B in annual losses from temperature excursions and environmental mishandling20% of pharma products are damaged by temperature issues aloneNearly half of surveyed companies experience multiple excursions yearly2. Why ‘Almost Perfect' Isn't Good EnoughMany advanced therapies use a stability budget—once it's gone, efficacy is lostSome products (e.g., Humira, Enbrel) must avoid both overheating and freezingVibration and humidity sensitivity add even more complexity3. The Limits of Manual & Legacy SystemsFragmented cold chains and outdated spreadsheets lack end-to-end visibilitySome companies still do not consistently use basic temperature monitoringRegulatory compliance requires verifiable, real-time control4. Integrated Tech as the New StandardSmart tags, RFID, and IoT devices feed data into centralized ERP systemsReal-time monitoring of temperature, vibration, humidity, and TORPredictive alerts and proactive interventions reduce spoilage risk5. The Future of Cold Chain LogisticsAdoption of TOR-based warehouse picking strategiesDeployment of agentic AI for self-optimizing logisticsProof-of-concept drone delivery of ultra-cold products (e.g., -70°C) by MerckShift toward reusable thermal containers and TCO-driven decision-makingKey Takeaways:Cold chain integrity is critical for both product viability and patient safetyIntegrated monitoring platforms provide provable control—essential for complianceCompanies adopting these solutions have cut losses by up to 20%The rise of agentic AI and real-time monitoring marks a new era in biopharma logisticsGlobal regulations must evolve to keep pace with tech and therapeutic complexitySubscribe to our podcast for expert insights on supply chain innovation, life sciences logistics, and pharmaceutical compliance. Visit The Future of Commerce for the latest on how tech is transforming healthcare delivery. Share this episode with supply chain leaders, pharma execs, and regulatory professionals.
Welcome, MedTech Gurus! Imagine cutting weeks off drug manufacturing cycles, reducing compliance headaches, and mining gold from dusty SOPs. That's exactly what today's guest, Reza Farahani, founder of Katalyze AI, is doing. With a unique blend of AI brilliance and biopharma savvy, Reza is helping organizations automate the mundane and accelerate the meaningful. From unlocking insights buried in unstructured data to building a culture where innovation thrives, Reza delivers hard-won wisdom on tech adoption, investor readiness, and what it really means to solve “the right problem.” This is one episode you won't want to miss!
