Podcasts about biotech

Use of living systems and organisms to develop or make useful products

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Best podcasts about biotech

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Latest podcast episodes about biotech

OffScrip with Matthew Zachary
Reenactments, Rants, and Really F*cked Up Insurance

OffScrip with Matthew Zachary

Play Episode Listen Later Nov 18, 2025 47:40


EPISODE DESCRIPTIONBefore she was raising millions to preserve fertility for cancer patients, Tracy Weiss was filming reenactments in her apartment for the Maury Povich Show using her grandmother's china. Her origin story includes Jerry Springer, cervical cancer, and a full-body allergic reaction to bullshit. Now, she's Executive Director of The Chick Mission, where she weaponizes sarcasm, spreadsheets, and the rage of every woman who's ever been told “you're fine” while actively bleeding out in a one-stall office bathroom.We get into all of it. The diagnosis. The misdiagnosis. The second opinion that saved her life. Why fertility preservation is still a luxury item. Why half of oncologists still don't mention it. And what it takes to turn permission to be pissed into a platform that actually pays for women's futures.This episode is blunt, hilarious, and very Jewish. There's chopped liver, Carrie Bradshaw slander, and more than one “fuck you” to the status quo. You've been warned.RELATED LINKSThe Chick MissionTracy Weiss on LinkedInFertility Preservation Interview (Dr. Aimee Podcast)Tracy's Story in Authority MagazineNBC DFW FeatureStork'd Podcast EpisodeNuDetroit ProfileChick Mission 2024 Gala RecapFEEDBACKLike this episode? Rate and review Out of Patients on your favorite podcast platform. For guest suggestions or sponsorship, email podcast@matthewzachary.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Business Of Biotech
Biotech Funding And IPO Temperature Check With Create Medicine's Allan Shaw

Business Of Biotech

Play Episode Listen Later Nov 17, 2025 57:01 Transcription Available


We love to hear from our listeners. Send us a message. Allan Shaw, Chief Financial Officer and Chief Business Officer at Create Medicines, is back on the Business of Biotech this week, with a temperature check on biotech funding and the IPO market. We discuss the implications of recent blockbuster acquisitions, strategies for managing the current funding environment for biotech, what to look for in the IPO market in the coming months, alternative financing opportunities, and what besides lower interest rates might bring generalist investors back into the sector. 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/

The Top Line
Inside Foresight's mission to redefine cancer monitoring (Sponsored)

The Top Line

Play Episode Listen Later Nov 17, 2025 28:22


In this episode of The Top Line, Fierce’s Chris Hayden speaks with Foresight Diagnostics co-founders Dr. Jake Chabon and Dr. Max Diehn about how their company is delivering the next generation of minimal residual disease (MRD) detection in cancer care. Born from research at Stanford University, Foresight’s PhasED-Seq technology delivers ultra-sensitive detection—down to parts per ten million—enabling clinicians to identify microscopic traces of cancer that traditional imaging misses. The discussion explores how Foresight’s MRD platform, CLARITY, can have the ability to support more confident decision-making, from determining curative success in early-stage cancers to guiding consolidation treatment in lymphoma. Chabon and Diehn highlight the company’s biopharma collaborations, clinical trial integration, and evidence-driven approach to guideline inclusion. They also look ahead to a future where MRD testing becomes central to oncology surveillance, accelerating therapy approvals and complementing genomic and digital pathology tools to advance precision medicine.See omnystudio.com/listener for privacy information.

Built Environment Matters
Can AI Cut Medicine Costs? The Future of Pharmaceutical Manufacturing | Martin Wood & Adrian La Porta

Built Environment Matters

Play Episode Listen Later Nov 17, 2025 29:07 Transcription Available


As AI promises to accelerate drug development, a critical question emerges: can pharmaceutical manufacturing keep pace? In this episode, Martin Wood and Adrian La Porta examine how artificial intelligence could transform the entire pharmaceutical value chain, from quality control paradigms to facility design.Recorded as a preview to Bryden Wood's Accelerate Pharmaceuticals event on 25th November, the discussion explores fundamental questions about the future of drug manufacturing. Adrian argues that current quality systems are essentially compensations for our limited understanding of manufacturing processes - and that AI could enable a complete reversal of this paradigm through real-time, data-driven quality monitoring.The conversation ranges from the potential for patient data feedback loops that could reshape manufacturing in near real-time, to whether facilities should be designed around autonomous systems rather than people. They examine why continuous manufacturing has struggled to gain traction, whether digital twins could eliminate traditional scale-up challenges, and how distributed manufacturing models might reshape global supply chains.A thought-provoking exploration of whether AI can finally bridge the longstanding gap between drug development innovation and manufacturing industrialisation - and what it will take to get there.Send us a textTo learn more about Bryden Wood's Design to Value philosophy, visit www.brydenwood.com. You can also follow Bryden Wood on LinkedIn.

PharmaSource Podcast
Biotech Funding Strategies for European Companies

PharmaSource Podcast

Play Episode Listen Later Nov 17, 2025 36:23


"Life has not become simpler and easier. It's become more complex. Success requires acknowledging this complexity early and building flexibility into every aspect of the business model.”Renée Aguiar-Lucander is the CEO of Hansa Biopharma, appointed in April 2025. Renée brings rich expertise from seven years leading Calliditas Therapeutics through a dual NASDAQ listing and the first approved drug for IgA nephropathy, plus extensive healthcare investment experience at Omega Funds and 3i Group.Speaking to PharmaSource at Nordic Life Science Days (NLSDays), Renée shares candid insights on the investment climate that's reshaped biotech over the past few years, the structural challenges facing European companies, and what early-stage biotechs need to focus on to survive an increasingly selective funding environment.Read more.

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More
Health UnaBASHEd: Origins of Modern Biotech Finance with Dennis Purcell, Aisling Capital

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More

Play Episode Listen Later Nov 15, 2025 26:36


On this episode Gil Bashe and Gregg Masters engage Dennis Purcell, founding partner of Aisling Capital and architect of the original H&Q Life Sciences Conference that became the go to industry standard J.P. Morgan Healthcare Investor Conference. Purcell reflects on four decades of biotech investing—from Genentech's 1980 IPO to today's GLP-1 metabolic revolution. He unpacks capital cycles, the role of purpose-based investors, and the moral call to redirect innovation toward chronic disease and global health equity. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

a16z
The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation

a16z

Play Episode Listen Later Nov 14, 2025 62:23


Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing medicines that are literally impossible to make without tools that don't exist yet—and they're betting everything on which approach survives. Resources:Follow Jorge on X: https://x.com/JorgeCondeBioFollow Lada on X: https://x.com/ladanuzhnaFollow Elliot on X: https://x.com/ElliotHershbergFollow Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.   Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Edge of NFT Podcast
Hot Topics: Crypto Regulation, Bitcoin Reserves & DeFi's Next Wave with DFG's James Wo

Edge of NFT Podcast

Play Episode Listen Later Nov 14, 2025 24:43


In this week's Hot Topics we break down the biggest stories shaping crypto and finance, with special guest James Wo, Founder & CEO of DFG.From the Senate's long-awaited crypto market structure bill to the Trump administration's plan for crypto-backed mortgages, this episode explores how policy, innovation, and real-world adoption are converging fast. James also shares DFG's strategy for the next market cycle, including their Bitcoin reserve, investment outlook for 2026 IPOs, and the projects leading the charge in DeFi and tokenization.TakeawaysRegulation is finally catching up with innovation.Stablecoins and real-world assets are leading the next wave.Long-term conviction still defines the builders shaping Web3.Support us through our Sponsors! ☕

Retire While You Work
What's Driving the Economy? AI, Power, Biotech, and Today's Market Signals

Retire While You Work

Play Episode Listen Later Nov 14, 2025 42:53


In this episode of Retire While You Work®, Carson and Myles sit down with Investment Director of Federated Hermes, Jordan Stuart, for a high-level breakdown of what's really moving the economy right now. From the rise of AI and power infrastructure to biotech innovation, small-cap opportunities, gold's momentum, and Mag 7 concentration—Jordan walks through the charts and trends shaping today's market landscape.Together, they explore how these forces may influence long-term investors, financial planning decisions, and the broader outlook for 2025.

Beyond Biotech - the podcast from Labiotech
Meet Fusix Biotech: 2025 BIO-Europe Startup Spotlight champion revolutionizing oncology

Beyond Biotech - the podcast from Labiotech

Play Episode Listen Later Nov 14, 2025 32:42


Last week saw more than 5,900 people from 3,200 companies gather in Vienna, Austria, for the continent's largest biopharma partnering conference, BIO-Europe. Over three days the world's top pharma companies, most innovative biotechs, and life science professionals from 60 countries took more than 32,000 one-on-one meetings, made the connections, and sealed deals that will drive the industry forward into 2026 and beyond.Among the highlights of BIO-Europe this year was the Startup Spotlight contest. This exciting competition offers biotech entrepreneurs an affordable opportunity to engage with top-tier investors and other important players in the biotech industry and to take their business to the next level. Eight finalists made their pitches at BIO Europe and one, Fusix Biotech from Germany, came out on top.This week on Beyond Biotech I'm joined by Fusix Biotech's Managing Director and co-founder, Jennifer Altomonte, who tells me about her journey through the industry, Fusix's InFUSE platform, and what it's like to pitch – and win – one of the most important biopharma startup competitions of the year.01:34               Meet Jennifer Altomonte05:12               Co-founding Fusix Biotech10:37               Fusix Biotech and the InFUSE platform18:50               Intellectual property for a young company20:04               The BIO-Europe Startup Spotlight23:47               The impact of the competition win29:05               The milestones ahead30:33               What does a successful 2026 look like for Fusix Biotech?31:56               Learn more about Fusix BiotechThis episode is supported by EBD Group.Interested in being a sponsor of an episode of our podcast? Discover how you can get involved here! Stay updated by subscribing to our newsletterTo dive deeper into the topic: BIO-Europe partnering: Australian biotech companies share their experiencesFour New Technologies That Will Change Cancer TreatmentWhy is the immunology and inflammation market suddenly attracting a wave of investment?

MIT Technology Review Brasil
Doenças raras no futuro: tecnologia a serviço da precisão

MIT Technology Review Brasil

Play Episode Listen Later Nov 14, 2025 0:56


A integração entre ciência genética, genômica funcional e inteligência artificial está acelerando diagnósticos e transformando o horizonte das terapias para doenças raras.Neste episódio especial do podcast Biotech and Health, com patrocínio da PTC Therapeutics Brasil, a repórter Carolina Abelin conversa sobre o tema com o professor e pesquisador Guilherme Baldo, da Universidade Federal do Rio Grande do Sul.

No Priors: Artificial Intelligence | Machine Learning | Technology | Startups
How AI Will Accelerate Breakthroughs in Biotechnology with Benchling CEO Sajith Wickramasekara

No Priors: Artificial Intelligence | Machine Learning | Technology | Startups

Play Episode Listen Later Nov 13, 2025 48:13


Bringing new drugs to market is a costly, time-consuming endeavor. On top of that, most medicines fail at some point in the research and development phase. Sarah Guo is joined by Sajith Wickramasekara, co-founder and CEO of Benchling, a company that has not only become the central system of record for biotech R&D, but uses AI agents to assist scientists to help fix this broken system. Sajith details the roadblocks that impede drug development and approval, the “dot com” bust occurring in biotech, and how AI agents and simulation can help scientists experiment faster. Plus, they talk about China's competitive rise in the pharma space, and the unique challenges of building an interdisciplinary culture that merges the worlds of science and software.  Rebuild biotech for the AI era - Sajith Wickramasekara Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @sajithw | @benchling Chapters: 00:00 – Sajith Wickramasekara Introduction 00:38 – Origin and Mission of Benchling 02:08 – The Drug Development Process 03:49 – Current State of the Biotech industry  08:46 – AI's Role in Biotech 16:14 – Benchling AI and Its Impact 18:36 – The Future of AI in Biotech  26:28 – Debunking AI Drug Discovery Myths 28:50 – Data's Role in Biotech 29:35 – The Importance of Tools in Pharma 31:28 – AI's Impact on Scientific Research 34:55 – Building a Biotech Company 40:18 – Interdisciplinary Collaboration in Biotech  43:06 – Tech and Biotech: Learning from Each Other 48:16 – Conclusion

BioCentury This Week
Ep. 333 - Is This Korea's Biotech Moment?

BioCentury This Week

Play Episode Listen Later Nov 13, 2025 45:39 Transcription Available


Today's South Korean biotechs have a risk-on mentality, a willingness to partner, and strategies focused on globalization. On a special edition of the BioCentury This Week podcast recorded at Venture Café Cambridge, BioCentury is joined by a quartet of investors and executives with deep knowledge of Korea's life sciences ecosystem to discuss Korea biotech's push to globalize and the opportunities in the country for Western companies. The four guests joining BioCentury were Aram Hong, CEO of Korean start-up Apollon; investors Spencer Nam and Debra Peattie; and Boehringer Ingelheim GmbH's Andy Whittle.The podcast was recorded Nov. 6 on stage at the Venture Café Cambridge during the K-Blockbuster Night hosted by KHIDI, the Korea Health Industry Development Institute. BioCentury analyses discussed during the podcast include one on Asian deals and another on the speed of clinical trials in China. BioCentury returns to Asia early next year for the 5th East-West Summit, March 9-11 in Seoul. This episode of the BioCentury This Week podcast is brought to you by KHIDI.View Full story: https://www.biocentury.com/article/657558#KoreaBiotech #Globalization #LifeSciences #BiotechEcosystem #PharmaDeals #ClinicalDevelopment #Innovation #BiotechLeadership00:01 - Sponsor Message: KHIDI05:08 - Asia Deals and Korea's Role09:12 - Boehringer's Perspective13:51 - Apollon's Journey17:24 - Building Relationships23:20 - Investors' View To submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Hot Investor Trends — Ep. 1: Finding Asymmetric Upside: How Smart Investors Pick the Right Founders

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Nov 13, 2025 6:41 Transcription Available


Send us a textIn this episode, an experienced angel investor explains how she evaluates founders, the value of firsthand problem knowledge, and why the best investments balance limited downside with exponential upside.Learn her million-dollar lesson: success comes from focusing on asymmetry, people, and time.https://familyoffices.com/

Pharma and BioTech Daily
Revolutionizing Oncology: Pfizer's PD-1xVEGF Breakthrough

Pharma and BioTech Daily

Play Episode Listen Later Nov 13, 2025 6:46


Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of compelling updates that underscore the dynamic nature of our industry, marked by scientific breakthroughs, strategic shifts, regulatory advancements, and more.Starting with Pfizer's ambitious endeavors in oncology, the company has initiated Phase 3 trials for its bispecific antibody PF-08634404, targeting non-small cell lung cancer. This innovative approach aims to supersede Keytruda by simultaneously targeting the PD-1 and VEGF pathways, crucial in tumor growth and immune evasion. Pfizer is making substantial strides with its PD-1xVEGF bispecific antibodies by announcing seven near-term trials, including a pivotal phase 3 trial comparing this agent to Keytruda in non-small cell lung cancer. This underscores Pfizer's commitment to developing next-generation immunotherapies that could redefine cancer treatment paradigms by offering more targeted options. The implications are significant; by enhancing therapeutic efficacy through this dual-targeted strategy, Pfizer could set new standards in lung cancer treatment, potentially improving patient outcomes and redefining first-line therapies.Meanwhile, a strategic merger between Mallinckrodt and Endo has culminated in a $6.7 billion transaction, resulting in the rebranding of the combined entity as Keenova. This merger is particularly notable for its decision to spin off the Par Health generics business. Such a move indicates a focused shift towards specialty pharmaceuticals aimed at rare diseases—a trend increasingly seen across the industry as companies pivot towards niche markets with high unmet needs.In financing news, Vor Bio's successful $100 million public offering highlights growing investor confidence in companies addressing autoimmune diseases. This capital will likely accelerate Vor Bio's clinical-stage programs, potentially transforming patient care in this challenging therapeutic area through new and effective treatments.On the regulatory front, Glenmark's Ryaltris has secured approval from China's National Medical Products Administration for treating moderate to severe allergic rhinitis. This approval is pivotal as Glenmark expands its footprint in respiratory therapeutics with innovative small molecule therapies designed to alleviate allergy symptoms—a sign of their strategic growth within this domain.Recent clinical trial results also offer promising news. CeleCor Therapeutics' zalunfiban has shown Phase 3 success for segment elevation myocardial infarction, while UbiVac's DPV-001 has demonstrated improved survival rates in head and neck squamous cell carcinoma. Engene's Detalimogene voraplasmid exhibited a 63% response rate in bladder cancer patients unresponsive to BCG therapy. These findings reflect ongoing advances in targeted therapies and personalized medicine approaches that continue to reshape the oncology landscape.In policy changes, the UK government has unveiled a five-year roadmap aimed at replacing animal testing with AI and 3D tissue models. This initiative marks a pivotal shift towards more ethical and technologically advanced methods in drug development, potentially accelerating discovery processes while reducing reliance on animal models—a significant move that aligns with global trends towards more humane scientific practices.Meanwhile, Richard Pazdur's appointment as director of the FDA's Center for Drug Evaluation and Research signals strategic leadership changes amidst ongoing organizational investigations. His extensive experience in oncology is expected to guide regulatory oversight during this transformative period for the agency. Dr. Richard Pazdur's appointment as director of CDER representsSupport the show

BioSpace
How Biotech Funding is Changing Executive Search and Hiring Processes

BioSpace

Play Episode Listen Later Nov 13, 2025 21:13


A lean funding environment has changed how biotechs approach workforce organization and executive hiring. Searches are becoming more targeted and intentional, and accountability–both for employers and candidates–is high. In this episode of Denatured, Leslie Loveless of Slone Partners describes how biotechs should approach building their executive teams, working with boards and investors to make decisions that will enable growth. She also discusses how the search and hiring processes has changed for both employers and candidates.This episode is presented in partnership with Slone Partners. HostChantal Dresner, Vice President of Marketing, BioSpaceGuestLeslie Loveless, Co-CEO and Managing Partner, Slone PartnersDisclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

Edge of NFT Podcast
How Lending and Trading Are Converging in DeFi's Next Chapter with Ammalgam

Edge of NFT Podcast

Play Episode Listen Later Nov 12, 2025 55:28


In this episode of The Edge of Show, host Josh Kriger sits down with William Fey, founder of Ammalgam, to explore how his team is merging lending and trading into one seamless DeFi experience. With a background in math, software engineering, and crypto markets, William shares the journey behind creating a Decentralized Lending Exchange (DeLEx) that's setting new standards for capital efficiency, accessibility, and user experience ahead of its mainnet launch on Sonic.Key TakeawaysA deep look at the evolution from DeFi Summer to the next wave of unified on-chain tradingHow security innovation and design simplicity drive mainstream adoptionWhy impermanent gain may become the new framework for liquidity provisionWhether you're a DeFi veteran or exploring the next generation of financial systems, this episode breaks down complex concepts into real-world impact — a must-listen for anyone following the future of decentralized finance.Support us through our Sponsors! ☕

Medsider Radio: Learn from Medical Device and Medtech Thought Leaders
You're Never Too Small to be an Acquirer: Interview with Hera Biotech CEO Somer Baburek

Medsider Radio: Learn from Medical Device and Medtech Thought Leaders

Play Episode Listen Later Nov 12, 2025 55:34


In this episode of Medsider Radio, we sat down with Somer Baburek, CEO and co-founder of Hera Biotech. Hera is developing AI-driven tissue diagnostics for conditions that disproportionately affect women, including endometriosis and cervical cancer.Before launching Hera, Somer spent nearly a decade in venture capital, where she evaluated early-stage medtech startups and learned what separates the survivors from the rest.In this conversation, Somer explains how Hera designed global clinical pathways that balance cost and credibility, why boutique CROs can outperform big names, and how a pre-commercial startup completed three strategic acquisitions using equity and brand trust rather than cash.Before we dive into the discussion, I wanted to mention a few things:First, if you're into learning from medical device and health technology founders and CEOs, and want to know when new interviews are live, head over to Medsider.com and sign up for our free newsletter.Second, if you want to peek behind the curtain of the world's most successful startups, you should consider a Medsider premium membership. You'll learn the strategies and tactics that founders and CEOs use to build and grow companies like Silk Road Medical, AliveCor, Shockwave Medical, and hundreds more!We recently introduced some fantastic additions exclusively for Medsider premium members, including playbooks, which are curated collections of our top Medsider interviews on key topics like capital fundraising and risk mitigation, and 3 packages that will help you make use of our database of 750+ life science investors more efficiently for your fundraise and help you discover your next medical device or health technology investor!In addition to the entire back catalog of Medsider interviews over the past decade, premium members also get a copy of every volume of Medsider Mentors at no additional cost, including the latest Medsider Mentors Volume VII. If you're interested, go to medsider.com/subscribe to learn more.Lastly, if you'd rather read than listen, here's a link to the full interview with Somer Baburek.

Pharma and BioTech Daily
Strategic Acquisitions and Breakthrough Partnerships in Pharma

Pharma and BioTech Daily

Play Episode Listen Later Nov 12, 2025 5:59


Send us a textGood morning from Pharma Daily, the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of groundbreaking changes and innovations reshaping the landscape of drug development, clinical trials, and regulatory affairs.In a major move, Pfizer has successfully outbid Novo Nordisk to acquire Metsera for $10 billion. This strategic acquisition aims to bolster Pfizer's presence in the obesity treatment market by leveraging Metsera's GLP-1 receptor agonist technology. This acquisition underscores the continuing trend of consolidation within the pharmaceutical industry, enhancing competitive market positioning and reflecting a broader quest for novel therapeutic solutions.Eli Lilly has entered into a $1.2 billion collaboration with Sangenebio to advance RNA interference (RNAi) therapeutics targeting metabolic diseases. This partnership marks a pivotal shift towards utilizing RNAi technology to silence disease-causing genes, representing significant progress in metabolic disease treatment. The focus on innovative delivery mechanisms and targeted interventions is critical for accelerating drug development and enhancing therapeutic efficacy.Onchilles Pharma's recent Series A1 funding round, securing $25 million, marks a notable advancement in oncology therapeutics. The company's focus on dual-action cancer biologics targeting the ELANE pathway offers promising insights into immune activation in solid tumors. This investment exemplifies the growing interest in biologic therapies that provide targeted cancer treatments, potentially leading to more effective options for patients.Regulatory advancements are also making headlines. Chongqing Precision Biotech has received approval for Pujiolunxi, a treatment for pediatric relapsed or refractory B-cell acute lymphoblastic leukemia (ALL), broadening therapeutic options for this challenging pediatric condition. Furthermore, Alembic Pharmaceuticals' generic version of Dasatinib tablets has gained FDA approval for Philadelphia chromosome-positive chronic myeloid leukemia, increasing accessibility to treatment.Several promising clinical trial results have emerged recently. Summit Therapeutics and Akeso Biopharma's Ivonescimab showed a 26% overall survival benefit in phase 3 trials for non-small-cell lung cancer. The potential of bispecific antibodies in combination therapies is gaining attention for its efficacy in difficult-to-treat cancers. Additionally, Regeneron's Dupixent has achieved phase 3 success in treating allergic fungal rhinosinusitis, reinforcing its role as a versatile treatment option across various inflammatory diseases.Advancements in cardiovascular therapeutics also continue to unfold. Merck & Co.'s Enlicitide Decanoate demonstrated over 50% LDL cholesterol reduction in a phase 3 study focused on atherosclerotic cardiovascular disease through PCSK9 inhibition. AstraZeneca's Baxdrostat showed significant blood pressure reduction in trials targeting treatment-resistant hypertension, highlighting the potential impact of aldosterone synthase inhibitors on cardiovascular health.The investment landscape remains robust with substantial fundraising activities such as Elephas Biosciences' $40 million Series B-2 for commercializing their live tumor profiling platform and Iambic's over $100 million series focused on AI-driven drug discovery. These investments underscore the industry's commitment to integrating advanced technologies like AI and live tumor profiling to enhance precision medicine capabilities.FDA regulatory updates are pivotal as well, notably with the decision to lift warning labels from hormone replacement therapy (HRT) products following an expert review that found previous warnings were based on misinformation regaSupport the show

Careers in Discovery
Ofer Haviv, Evogene

Careers in Discovery

Play Episode Listen Later Nov 12, 2025 42:55


Ofer Haviv didn't take the usual route into Biotech. With a background in economics and finance, he began his career far from the lab - but a long-standing passion for biology brought him back to science in an unexpected way.  Now CEO of Evogene, Ofer shares how he moved from CFO to spinning out a company at the intersection of AI and biology, building platforms to discover small molecule therapeutics and agricultural innovations. He reflects on leading through uncertainty, what makes a strong Biotech culture, and why staying focused on real-world problems is essential to innovation.  Evogene's evolution is far from over, but Ofer's story offers a rare and thoughtful look into the blend of science, business and humanity that drives Biotech forward. 

The Meb Faber Show
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606

The Meb Faber Show

Play Episode Listen Later Nov 11, 2025 110:11


Today's guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today's episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it's such a unique sector, and what has kept investors and companies frozen the past few years. He also explains the different perspectives of venture capitalists and public market investors, the current regulatory environment and how AI may reshape drug development. (0:00) Starts (1:20) Biotech industry overview (18:09) Can you be a quant in biotech? (25:09) Biotech market cap distribution and benchmark underweighting (34:47) Addressing biotech volatility, market outlook, and non-pro investing tips (47:02) Private vs. public biotech investments (1:01:32) Global biotech markets (China) (1:09:48) AI and regulatory impact on biotech (1:21:14) US healthcare spending (1:33:48) Chris' most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

CNBC's
Biotech Breaks Out… And AI Impact On The Real Estate Industry 11/11/25

CNBC's "Fast Money"

Play Episode Listen Later Nov 11, 2025 43:46


Biotech sees a breakout, as the group keeps up with the Mag7 stocks this year. The names leading that charge, and the prognosis for the group heading into year end. Plus, An AI warning for the real estate sector. Why one industry giant is flagging potential job cuts, and the next move for the space as rates decline.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OffScrip with Matthew Zachary
Oy Vey! It's Libby Amber Shayo

OffScrip with Matthew Zachary

Play Episode Listen Later Nov 11, 2025 45:17


EPISODE DESCRIPTION:Libby Amber Shayo didn't just survive the pandemic—she branded it. Armed with a bun, a New York accent, and enough generational trauma to sell out a two-drink-minimum crowd, she turned her Jewish mom impressions into the viral sensation known as Sheryl Cohen. What started as one-off TikToks became a career in full technicolor: stand-up, sketch, podcasting, and Jewish community building.We covered everything. Jew camp lore. COVID courtship. Hannah Montana. Holocaust comedy. Dating app postmortems. And the raw, relentless grief that comes with being Jewish online in 2025. Libby's alter ego lets her say the quiet parts out loud, but the real Libby? She's got receipts, range, and a righteous sense of purpose.If you're burnt out on algorithm-friendly “influencers,” meet a creator who actually stands for something. She doesn't flinch. She doesn't filter. And she damn well earned her platform.This is the most Jewish episode I've ever recorded. And yes, there will be guilt.RELATED LINKSLibby's Website: https://libbyambershayo.comInstagram: https://www.instagram.com/libbyambershayoTikTok: https://www.tiktok.com/@libbyambershayoLinkedIn: https://www.linkedin.com/in/libby-walkerSchmuckboys Podcast: https://jewishjournal.com/podcasts/schmuckboysForbes Feature: Modern Mrs. Maisel Vibes https://www.forbes.com/sites/joshweissMedium Profile: https://medium.com/@libbyambershayoFEEDBACKLike this episode? Rate and review Out of Patients on your favorite podcast platform.For guest suggestions or sponsorship, email podcast@matthewzachary.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pharma and BioTech Daily
Revolutionizing Drug Development: Key Breakthroughs and Strategic Moves

Pharma and BioTech Daily

Play Episode Listen Later Nov 11, 2025 6:26


Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. In today's rapidly evolving landscape, we witness significant strides shaping the future of drug development, patient care, and global market dynamics.Merck & Co. has made a notable advancement in cholesterol management with a PCSK9-targeted pill. This pill has achieved reductions in low-density lipoprotein cholesterol (LDL-C) comparable to existing injectable therapies. Such innovation represents a significant step forward by potentially offering a more convenient oral alternative for patients. The development underscores the industry's ongoing efforts to enhance patient compliance and therapeutic outcomes through novel drug delivery mechanisms.In a strategic corporate move, Pfizer has successfully acquired Metsera, an obesity biotech company, for a substantial $10 billion. This acquisition, which followed an intense bidding war with Novo Nordisk, exemplifies Pfizer's aggressive expansion in the obesity treatment market—a growing global health challenge. The strategic buyout positions Pfizer to leverage Metsera's expertise, potentially accelerating the development and commercialization of innovative obesity treatments.Meanwhile, Novo Nordisk is enhancing its presence in India by partnering with Emcure Pharmaceuticals to expand access to Wegovy, its weight-loss treatment. This collaboration is particularly significant given India's escalating obesity rates and highlights the importance of regional partnerships in enhancing drug accessibility and addressing public health issues.Regulatory developments continue to influence industry dynamics as well. The FDA has postponed its decision on expanding Rhythm Pharmaceuticals' Imcivree for additional indications. These regulatory delays highlight the complexities and unpredictabilities inherent in drug approval processes, underscoring the need for companies to strategically navigate these challenges.Regeneron and AstraZeneca have reported clinical trial successes with their respective anti-inflammatory drugs, Dupixent and Fasenra. These positive outcomes were showcased at the American College of Allergy, Asthma, and Immunology's annual meeting, bolstering the companies' aspirations for FDA approvals. Successful clinical outcomes not only pave the way for expanded therapeutic options but also demonstrate the industry's commitment to addressing complex inflammatory conditions.October has seen a surge in TV advertising spending, led by Johnson & Johnson's campaign for Tremfya. The campaign highlights the power of patient community engagement in bringing attention to conditions like inflammatory bowel disease (IBD), emphasizing how patient advocacy can reduce isolation among sufferers.In oncology, Cogent Biosciences is on track for an FDA submission following successful phase 3 trials of its cancer asset bezuclastinib. This development illustrates the critical role of rigorous clinical research in advancing oncology treatments and potentially improving patient outcomes.Turning our attention to technological frontiers within pharmaceutical R&D, Eli Lilly has been particularly active in cementing its commitment to artificial intelligence (AI) and gene therapy through several strategic collaborations. The company has entered into a $100 million-plus research agreement with Insilico Medicine to leverage AI for drug discovery. This partnership aims to expedite the identification of novel therapeutic targets and enhance drug development efficiency—a reflection of a broader industry trend towards integrating AI into pharmaceutical processes.Additionally, Lilly has made a notable move in gene therapy by acquiring rights from MeiraGTx for a retinal disease therapy that has shown Support the show

Rx for Biotech
How Novel Genetic Medicines may improve treatment of chronic Neurological Diseases

Rx for Biotech

Play Episode Listen Later Nov 11, 2025 28:52


In this episode of Rx for Biotech podcast, I speak with Philippe Chambon MD, PhD, CEO of EG 427, about how his company's HERMES technology platform could improve on the precision, durability and safety of gene therapy delivery. EG 427's lead candidate, EG110A, targets neurogenic bladder - a chronic condition linked to spinal cord injury, Parkinson's disease and multiple sclerosis - using a localized gene therapy designed to restore neuronal control with minimal side effects.

Business Of Biotech
Funding Tips And Moving From R&D To Commercial With Madrigal Pharmaceuticals' Mardi Dier

Business Of Biotech

Play Episode Listen Later Nov 10, 2025 46:11 Transcription Available


We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech, Mardi Dier, CFO at Madrigal Pharmaceuticals, talks about building relationships in investment banking and investor relations before moving into business development and becoming a chief financial officer. Mardi describes how drug companies transition from an R&D focus to commercializing products, how to read IPO windows and manage expectations, pricing new drugs, and balancing commercial efforts with pipeline renewal and maintenance. 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/

Boardroom Governance with Evan Epstein
Sue Siegel: Innovation, Life Sciences, and Governance in a Changing World

Boardroom Governance with Evan Epstein

Play Episode Listen Later Nov 10, 2025 58:25


(0:00) Intro(1:55) About the podcast sponsor: The American College of Governance Counsel(2:42) Start of interview(3:56) Sue's origin story(5:42) The Rise of Biotech and her Career Journey (BioRad, Dupont, Amersham and Affymetrix)(12:04) Transition to Venture Capital (Mohr Davidow Ventures, GE Ventures)(14:55) Evolution of Corporate Venture Capital (since ~2010) "They [now] represent about 28% of all VC dollars going into startups."(19:32) Her Board Membership Journey (since 2000, as a board member at Affymetrix where she was an executive)(21:12) The Impact of AI on Governance(21:53) Cultural Differences in Boardrooms between founders and investors: "if you do governance right, it should be an enabler, not a suffocator."(29:24) Navigating Geopolitical Risks. Example: Align Technology: We moved about 90% of our Russia based developers to Armenia.(33:01) Challenges in Life Sciences Funding(34:52) The AI Investment Boom(37:16) Activism's Influence on Corporate Boards. "They punish the lack of communication. They punish obscuring things."  Reference to E189 with Joele Frank and Anne Chapman.(42:36) The Evolution of Compensation Structures "I think one of the key topics around comp is aligning pay, performance, and purpose."(45:34) Other relevant board topics: human capital, innovation, data and board culture.(47:57) The Importance of Board Refreshment (digital and IA natives that can govern in the boardroom)(49:12) Books that have greatly influenced her life:Passages by Gael Sheehy (1976)Mountains Beyond Mountains by Tracy Kidder (2003)(52:00) "People that helped her along"(54:23) An unusual habit or an absurd thing that she loves. (54:59) The living person she most admires: Francis Collins.(56:39) Quotes that she thinks of often or lives her life by.Sue Siegel is a highly accomplished executive, investor, and board member who has been at the forefront of innovation across life sciences, healthcare, and technology for more than three decades. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

The FOX News Rundown
Extra: America's Anxiety Over Artificial Intelligence

The FOX News Rundown

Play Episode Listen Later Nov 8, 2025 28:08


Artificial intelligence's rapid rise is causing anxiety for many, as it is already transforming the way we live and work. The concern is particularly high among young generations, who are wondering how it will change the labor market in the coming decades. But parents are also seeing the dangers AI and chatbots can pose as their children become more familiar with the technology. Jamie Metzl, a technology futurist and author of "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform Our Lives, Work, and World," recently spoke with FOX News Rundown's Lisa Brady to discuss AI and address some of the issues that make Americans nervous. Metzl delves into AI's evolution from its origins to today's consumer applications, and how future advancements may lead to job losses, reduced privacy, and even safety risks. He also talks about the good it can bring, especially in medicine. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with AI expert Jamie Metzl. Learn more about your ad choices. Visit podcastchoices.com/adchoices

From Washington – FOX News Radio
Extra: America's Anxiety Over Artificial Intelligence

From Washington – FOX News Radio

Play Episode Listen Later Nov 8, 2025 28:08


Artificial intelligence's rapid rise is causing anxiety for many, as it is already transforming the way we live and work. The concern is particularly high among young generations, who are wondering how it will change the labor market in the coming decades. But parents are also seeing the dangers AI and chatbots can pose as their children become more familiar with the technology. Jamie Metzl, a technology futurist and author of "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform Our Lives, Work, and World," recently spoke with FOX News Rundown's Lisa Brady to discuss AI and address some of the issues that make Americans nervous. Metzl delves into AI's evolution from its origins to today's consumer applications, and how future advancements may lead to job losses, reduced privacy, and even safety risks. He also talks about the good it can bring, especially in medicine. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with AI expert Jamie Metzl. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fox News Rundown Evening Edition
Extra: America's Anxiety Over Artificial Intelligence

Fox News Rundown Evening Edition

Play Episode Listen Later Nov 8, 2025 28:08


Artificial intelligence's rapid rise is causing anxiety for many, as it is already transforming the way we live and work. The concern is particularly high among young generations, who are wondering how it will change the labor market in the coming decades. But parents are also seeing the dangers AI and chatbots can pose as their children become more familiar with the technology. Jamie Metzl, a technology futurist and author of "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform Our Lives, Work, and World," recently spoke with FOX News Rundown's Lisa Brady to discuss AI and address some of the issues that make Americans nervous. Metzl delves into AI's evolution from its origins to today's consumer applications, and how future advancements may lead to job losses, reduced privacy, and even safety risks. He also talks about the good it can bring, especially in medicine. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with AI expert Jamie Metzl. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Edge of NFT Podcast
Hot Topics: Solana ETFs Shine Amidst Market Turmoil - A Deep Dive into Crypto Trends

Edge of NFT Podcast

Play Episode Listen Later Nov 7, 2025 23:38


Welcome to this episode of Hot Topics on the Edge of Show! Join hosts January Jones and Josh Krieger as they dive into the latest trends and challenges in the world of cryptocurrency with special guest Jack Ding from DomiChainIn this episode, we discuss:The trillion-dollar crypto chasm and the recent market fluctuations, including a significant loss of over $1 trillion in the crypto market since October 10th.The launch of Solana ETFs, which have seen remarkable success despite the overall market downturn.The formation of the Ethereum Protocol Advocacy Alliance and its potential impact on crypto regulation in Washington.The critical security vulnerabilities facing the rapidly growing DeFi sector, highlighted by recent hacks and the need for robust cybersecurity measures.How DomiChain is addressing the blockchain trilemma of scalability, security, and decentralization, and their innovative approach to enhancing security through AI and Bitcoin integration.Tune in for insightful discussions and expert perspectives on the future of blockchain technology and the evolving landscape of cryptocurrency. Don't forget to subscribe and follow us on your favorite platforms to stay updated on all things crypto!Support us through our Sponsors! ☕

Biotech Career Coach
Networking That Works (Without Being Awkward or Cringe)

Biotech Career Coach

Play Episode Listen Later Nov 7, 2025 21:01


Most biotech professionals dread networking because it feels like cold calling, pushy, or inauthentic. If you've ever avoided reaching out because you didn't want to seem transactional or you felt stuck not knowing how to start a conversation, this episode is for you. Carina breaks down a strategic, human-centered approach to networking that leverages your natural curiosity as a scientist and turns it into your biggest career asset. You'll learn how to reconnect with former colleagues, build targeted networks within companies you want to work for, lead coffee chats that feel comfortable and genuine, and maintain momentum without burning out. Whether you're an introvert who freezes at networking events or someone who's been asking for jobs instead of building relationships, this episode will shift your mindset and give you scripts, strategies, and actionable steps to build a network that works for you long before you need it. Plus, Carina shares insider tips on volunteering, referrals, and how to follow up without feeling awkward. Ready to make networking less scary and way more effective? Join our free Biotech Career Coach Skool community for all the scripts, templates, and peer support to put these strategies into action.Learn more about the Collaboratory Career Hub community and access our free resources:Join our Skool CommunityTake the Free 7-day Interview Sprint ChallengeCheck out our sister podcast: Building BiotechsSend Carina a connection request on LinkedIn!Stay connected with us:

The FOX News Rundown
Why Both Parties May Need To Rethink Their 2026 Strategies

The FOX News Rundown

Play Episode Listen Later Nov 6, 2025 31:58


Democrats have scored major victories in key off-year elections, and democratic socialist candidate Zohran Mamdani's mayoral win in New York City could be shaking up the party's direction. Meanwhile, Republicans fell short in New Jersey and Virginia but are already looking ahead to the midterms. New York Republican Congressman Mike Lawler joins the Rundown to discuss what these results reveal about voter trends, how the GOP plans to regroup, plus the latest on the ongoing government shutdown as both parties face pressure to strike a deal. Artificial intelligence is rapidly transforming the way we live and work, sparking both excitement and concern about its impact on society, especially among younger generations growing up alongside it. Jamie Metzl, a technology futurist and author of "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform Our Lives, Work, and World," delves into AI's evolution from its origins to today's consumer applications. He also addresses the anxiety AI generates regarding job losses, privacy, and safety. Plus, commentary from commentary from Will Cain, host of FOX News Channel's The Will Cain Show and host of Will Cain Country on FOX News Audio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

OffScrip with Matthew Zachary
Standard Deviation EP3: The Weight

OffScrip with Matthew Zachary

Play Episode Listen Later Nov 6, 2025 14:56


When the system kills a $2.4 million study on Black maternal health with one Friday afternoon email, the message is loud and clear: stop asking questions that make power uncomfortable. Dr. Jaime Slaughter-Acey, an epidemiologist at UNC, built a groundbreaking project called LIFE-2 to uncover how racism and stress shape the biology of pregnancy. It was science rooted in community, humanity, and truth. Then NIH pulled the plug, calling her work “DEI.” Jaime didn't quit. She fought back, turning her grief into art and her outrage into action. This episode is about the cost of integrity, the politics of science, and what happens when researchers refuse to stay silent.RELATED LINKS• The Guardian article• NIH Grant• Jaime's LinkedIn Post• Jaime's Website• Faculty PageFEEDBACKLike this episode? Rate and review Out of Patients on your favorite podcast platform. For guest suggestions or sponsorship email podcasts@matthewzachary.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Creative Caffeine
"I help founders tell their story, so why am I struggling to tell my own?"

Creative Caffeine

Play Episode Listen Later Nov 6, 2025 27:16


Mohammad Khan helps deep tech founders make their complex ideas understandable and compelling. But lately, he's been facing the same challenge he solves for others: how to articulate the unique value of his own work. When AI can write copy and marketing teams can polish messaging, where does his kind of storytelling fit?In this conversation, Mohammad and David uncover the real tension beneath that question: the difference between marketing a company and marketing the founder behind it. Together, they explore how the recognition and visibility comes from the story only you can tell.Because whether you're a founder, creator, or consultant, the hardest story to tell is often your own. But that's where your unique value lives.

From Washington – FOX News Radio
Why Both Parties May Need To Rethink Their 2026 Strategies

From Washington – FOX News Radio

Play Episode Listen Later Nov 6, 2025 31:58


Democrats have scored major victories in key off-year elections, and democratic socialist candidate Zohran Mamdani's mayoral win in New York City could be shaking up the party's direction. Meanwhile, Republicans fell short in New Jersey and Virginia but are already looking ahead to the midterms. New York Republican Congressman Mike Lawler joins the Rundown to discuss what these results reveal about voter trends, how the GOP plans to regroup, plus the latest on the ongoing government shutdown as both parties face pressure to strike a deal. Artificial intelligence is rapidly transforming the way we live and work, sparking both excitement and concern about its impact on society, especially among younger generations growing up alongside it. Jamie Metzl, a technology futurist and author of "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform Our Lives, Work, and World," delves into AI's evolution from its origins to today's consumer applications. He also addresses the anxiety AI generates regarding job losses, privacy, and safety. Plus, commentary from commentary from Will Cain, host of FOX News Channel's The Will Cain Show and host of Will Cain Country on FOX News Audio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Beginner's Mind
EP 166 - Karl Nehammer: Why Europe Fails to Scale – And How the EIB Plans to Fix It

Beginner's Mind

Play Episode Listen Later Nov 6, 2025 20:28 Transcription Available


Europe leads the world in discovery — yet too often, its breakthroughs never become global companies.Billions in research funding turn into patents, not products.While others build empires from ideas, Europe risks becoming the world's laboratory — brilliant, but broke.That's the paradox at the heart of this conversation.In this episode, Karl Nehammer, Vice-President of the European Investment Bank (EIB) and former Chancellor of Austria, joins Christian Soschner live at BIO-Europe 2025 to discuss how Europe can turn its world-class science into world-class companies.He shares how leadership forged in crisis can rebuild confidence, competitiveness, and growth — and why every crisis hides an opportunity to start thinking differently.

Fox News Rundown Evening Edition
Why Both Parties May Need To Rethink Their 2026 Strategies

Fox News Rundown Evening Edition

Play Episode Listen Later Nov 6, 2025 31:58


Democrats have scored major victories in key off-year elections, and democratic socialist candidate Zohran Mamdani's mayoral win in New York City could be shaking up the party's direction. Meanwhile, Republicans fell short in New Jersey and Virginia but are already looking ahead to the midterms. New York Republican Congressman Mike Lawler joins the Rundown to discuss what these results reveal about voter trends, how the GOP plans to regroup, plus the latest on the ongoing government shutdown as both parties face pressure to strike a deal. Artificial intelligence is rapidly transforming the way we live and work, sparking both excitement and concern about its impact on society, especially among younger generations growing up alongside it. Jamie Metzl, a technology futurist and author of "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform Our Lives, Work, and World," delves into AI's evolution from its origins to today's consumer applications. He also addresses the anxiety AI generates regarding job losses, privacy, and safety. Plus, commentary from commentary from Will Cain, host of FOX News Channel's The Will Cain Show and host of Will Cain Country on FOX News Audio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Edge of NFT Podcast
Building the Metaverse: How Gaming and Blockchain are Reshaping Digital Economies

Edge of NFT Podcast

Play Episode Listen Later Nov 5, 2025 57:55


Join us for an exciting episode of The Edge of Show, live from Token2049 in Singapore! In this episode, we dive deep into the evolving landscape of cryptocurrency and blockchain technology with Yat Siu, the chairman of Animoca Brands.We discuss the current regulatory climate and how it has opened new doors for tokenization, particularly in real-world assets (RWAs). We also explore the implications of hyperinflation in various countries and how cryptocurrencies serve as a hedge against economic instability.Later, we welcome Alok K Sinha, co-founder and chief ecosystem officer of Pazalabs, who shares the innovative work they are doing in real estate tokenization. Discover how they are revolutionizing the mortgage process and creating opportunities for global investors through blockchain technology.Finally, Keith Kim, COO of Nextbase, talks about the MapleStory Universe project and the integration of Web 3.0 elements into gaming. Learn about the potential of stablecoins in gaming and the shift towards mobile gaming experiences.Don't miss this insightful discussion on the future of finance, technology, and gaming!Support us through our Sponsors! ☕

Tank Talks
Building a Billion-Dollar Biotech Legacy with Roberto Bellini of BSQUARED Capital

Tank Talks

Play Episode Listen Later Nov 5, 2025 48:50


In this episode of Tank Talks, host Matt Cohen sits down with Roberto Bellini, Co-Founder of BSQUARED Capital and former CEO of Bellus Health, for a powerful conversation about family, legacy, and resilience in the world of biotech.Originally recorded just two weeks before the passing of his father, Dr. Francesco Bellini, one of the founding giants of Canadian biotech, this re-recorded episode serves as a moving tribute to the man known as “Mr. Biotech Canada.” Roberto opens up about what it was like growing up under the guidance of such a visionary figure and how that experience shaped his own path as an entrepreneur and leader.He reflects on the highs and lows of leading Bellus Health, from moments of near collapse to its remarkable $2 billion acquisition by GSK, sharing lessons on risk-taking, perseverance, and the importance of staying grounded through uncertainty. Roberto also offers his perspective on the future of Canadian biotech, highlighting the need for stronger late-stage funding and how BSquared Capital is helping to cultivate the next generation of innovators.This episode isn't just about business success; it's about honoring a legacy, learning through adversity, and discovering what it truly means to build something that endures.The Legacy of Dr. Francesco Bellini (00:02:52)* Francesco Bellini's incredible immigrant story: from arriving in Canada with nothing to a $6B biotech exit.* Business was the family's dinner table conversation, and attending AGMs as a child.* The founding of Biochem Pharma and the discovery of the groundbreaking HIV treatment.* “He was a visionary... he saw things before other people saw them.”Growing Up in Biotech (00:06:30)* Roberto's early memories of board meetings and dinner-table business lessons* How being “in the room” shaped his entrepreneurial mindset* Watching a $6B biotech deal become part of family historyThe Rise, Fall, and Rebirth of Bellus Health (00:08:27)* Roberto's journey from family office analyst to a 30-year-old, first-time CEO of a public company.* The devastating failure of the phase three trial for a rare kidney disease.* Inside a Biotech Failure: The intense, weekend-long “war room” process of unblinding clinical trial data and preparing for a public announcement.The Second Act: Finding the Cough Drug (00:13:47)* Discovering a promising molecule through the NeoMed Institute* Betting the company's future on a last-chance asset* Raising $20M when no one believed and turning it into a $2B successNegotiating the GSK Deal (00:24:45)* The strategic shift from “build-to-sell” to “build-to-scale”, positioning the company for a premium acquisition.* The M&A Playbook: Why you should never lead with a desire to sell; the importance of building for independence.* The high-stakes negotiation with GSK: going from an $11 offer to $14.75, almost losing the deal, and the “mellow tone” that saved it.* The entrepreneur's dilemma: “Every single entrepreneur I've met that sold their company, there's always a moment of not wanting to do it.”Building Canada's Biotech Future (00:30:11)* Why Canada has the innovation but lacks the enduring biotech giants.* The critical gap: The need for more late-stage capital and the role of Canadian pension funds.* The “Gilead of the North” vision: Creating a virtuous cycle of capital, entrepreneurs, and translational science.* Upcoming trends: The convergence of AI and drug discovery to de-risk development and lower costs.Beyond the Lab: Leadership, Risk, and Legacy (00:46:20)* Learning to embrace risk and find joy in reinvention* The best advice from Dr. B: “Spend your money, it'll make you want to earn more.”* Why true success isn't just building a company, but building peopleAbout Roberto BelliniFounder & Managing Partner, BSQUARED CapitalRoberto Bellini is a second-generation biotech entrepreneur and investor. As the former CEO of Bellus Health, he led the company's dramatic turnaround and eventual $2 billion acquisition by GSK. Drawing on his deep operational experience in drug development, he now co-manages BSQUARED Capital, a family office focused on investing in and supporting promising biotech ventures. He is a passionate advocate for building a stronger, more resilient biotech ecosystem in Canada.Connect with Roberto Bellini on LinkedIn: https://www.linkedin.com/in/robertobellini/Visit BSQUARED Capital Website: https://bsq-c.com/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Biotech 2050 Podcast
Foresite Capital's Jim Tananbaum on Biotech Cycles, AI Breakthroughs & Long-Term Value

Biotech 2050 Podcast

Play Episode Listen Later Nov 5, 2025 23:17


Synopsis: Jim Tananbaum, Founder & CEO of Foresite Capital, joins Rahul Chaturvedi to dissect the patterns driving biotech innovation, the role of macroeconomic cycles in venture performance, and how disciplined science fuels enduring investment success. Drawing from three decades across entrepreneurship and venture leadership, Jim reflects on his path from co-founding drug discovery startups with Harvard collaborators to building one of the most respected investment firms in life sciences. He unpacks how interest rate environments shape fund vintages, why AI is emerging as the next transformative platform, and how investors can identify enduring opportunities amid volatility. Their discussion spans valuation compression, AI-driven discovery, CNS and Alzheimer's innovation, and the geopolitical forces influencing biotech globally. Jim's perspective offers a masterclass in balancing scientific rigor with strategic foresight — and in positioning capital where breakthrough innovation meets sustainable impact. “Lean into areas where there's likely to be immense change,” Jim advises — a principle as relevant to biotech investing as it is to shaping the future of healthcare itself. Biography: Jim is the founder and CEO of Foresite Capital, a healthcare investment firm founded in 2011 that has approximately $3.5B in assets under management. Jim assembles the people, ideas, and money needed to launch products that save lives and improve healthcare. During the last three decades, Jim has been a thought partner for some of the fastest-growing companies of their generation, including 10x Genomics (Nasdaq: TXG), Amerigroup (Nasdaq: ANTM), and Jazz Pharmaceuticals (Nasdaq: JAZZ). Jim's entrepreneurial experience began at Harvard Business School when he co-founded GelTex Pharmaceuticals (Nasdaq:GENZ). With less than $80M in funding, GelTex brought two drugs to market, and the company was acquired in 1999 for $1.4B. Jim was also the founding chief executive of Theravance, Inc. Under his tenure, he raised over $350M. Theravance has since split into two parts, one of which is now part of GSK's respiratory franchise through a joint venture, Innoviva (Nasdaq: INVA), and the other was spun out into Theravance Biopharma, Inc. (Nasdaq: TBPH). Together, they achieved a market capitalization that exceeded $4B. Jim's investment experience includes co-founding Prospect Ventures and, earlier in his career, being a partner of Sierra Ventures, where he established its healthcare services investment practice. Jim graduated from Yale with a BS and BSEE in Applied Math and Electrical Engineering/Computer Science. He then earned an MD from Harvard, graduating from the Harvard/MIT HST Program. He also earned an MBA from Harvard while playing rugby.

Data in Biotech
Scaling AI infra in biotech with Saturn Cloud and Nebius

Data in Biotech

Play Episode Listen Later Nov 5, 2025 52:17


Discover how biotech and healthcare teams are fast-tracking research and development through AI and high-performance cloud infrastructure. Ross Katz sits down with Hugo Shi of Saturn Cloud and Ilya Burkov of Nebius to explore scalable, secure solutions for GPU-heavy AI workloads. From compliance to cost savings, this episode unpacks what it takes to innovate at scale in life sciences. What You'll Learn in This Episode: >> Why AI workloads in biotech demand specialized infrastructure >> How Saturn Cloud and Nebius simplify compliance, scale, and security for life sciences >> Real-world examples of gene editing, RNA sequencing, and medical imaging powered by cloud AI >> The trade-offs between hyperscalers and NeoClouds for GPU availability and cost >> Strategies for deploying, optimizing, and managing large-scale AI models Meet Our Guests Hugo Shi is the CTO and Founder of Saturn Cloud and a co-founder of Anaconda. He brings deep expertise in data science, AI infrastructure, and open-source development, helping teams scale complex workloads with minimal friction. Ilya Burkov is Global Head of Healthcare & Life Sciences Growth at Nebius. With a background in medicine and cloud technology, Ilya leads strategy and partnerships to empower biotech teams with secure, high-performance compute solutions. 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 Hugo Shi  on LinkedIn Connect with IIya Burkov 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.

Bio from the Bayou
Episode 111: The #1 Way to Build Your Network as an Introvert in Biotech and Beyond (RE-RELEASE)

Bio from the Bayou

Play Episode Listen Later Nov 5, 2025 13:01


Does networking stress you out? Are you having difficulty connecting with colleagues at conferences or partnering events? Mastering the art of genuine connection is essential to advancing your career and building your network. In this listener-favorite episode, James Zanewicz, JD, LLM, RTTP, and Elaine Hamm, PhD, dive deep into their personal strategies for networking success. With years of experience attending and producing biotech events, they share invaluable tips, insights, and even some humorous stories about their networking journeys—both the wins and the awkward moments. Whether you're an introvert looking for practical tips to step out of your comfort zone or an extrovert wanting to refine your approach, this episode offers something for everyone. In this episode, you'll discover: How to approach networking with authenticity, whether you're an introvert or extrovert. Tips on building genuine connections at biotech events and staying in touch after. Practical rules to position yourself to get the most out of networking, even if it's outside your comfort zone. Tune in to learn how to connect authentically, overcome social anxiety, and make the most out of your next networking opportunity. Links: Connect with Elaine Hamm, PhD, and James Zanewicz, JD, LLM, RTTP, and learn about Tulane Medicine Business Development and the School of Medicine. Learn about James' first communications role: EXTRA! Connect with Ian McLachlan, BIO from the BAYOU producer. Learn more about BIO from the BAYOU - the podcast. Bio from the Bayou is a podcast that explores biotech innovation, business development, and healthcare outcomes in New Orleans & The Gulf South, connecting biotech companies, investors, and key opinion leaders to advance medicine, technology, and startup opportunities in the region.

OffScrip with Matthew Zachary
Stand By She: Allison Applebaum

OffScrip with Matthew Zachary

Play Episode Listen Later Nov 4, 2025 39:37


EPISODE DESCRIPTIONAllison Applebaum was supposed to become a concert pianist. She chose ballet instead. Then 9/11 hit, and she ran straight into a psych ward—on purpose. What followed was one of the most quietly revolutionary acts in modern medicine: founding the country's first mental health clinic for caregivers. Because the system had decided that if you love someone dying, you don't get care. You get to wait in the hallway.She's a clinical psychologist. A former dancer. A daughter who sat next to her dad—legendary arranger of Stand By Me—through every ER visit, hallway wait, and impossible choice. Now she's training hospitals across the country to finally treat caregivers like patients. With names. With needs. With billing codes.We talked about music, grief, psycho-oncology, the real cost of invisible labor, and why no one gives a shit about the person driving you to chemo. This one's for the ones in the waiting room.RELATED LINKSAllisonApplebaum.comStand By Me – The BookLinkedInInstagramThe Elbaum Family Center for Caregiving at Mount SinaiFEEDBACKLike this episode? Rate and review Out of Patients on your favorite podcast platform. For guest suggestions or sponsorship, email podcast@matthewzachary.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Just Get Started Podcast
Dr. Sheila Gujrathi - Biotech Entrepreneur & Author, "The Mirror Effect"

Just Get Started Podcast

Play Episode Listen Later Nov 4, 2025 49:20


Episode 472 features Dr. Sheila Gujrathi, a biotech entrepreneur, executive, and champion for under represented leaders. Her new book, "The Mirror Effect: A Transformative Approach To Growth For The Next Generation Of Female Leaders" is out now.Chapters:00:00 Introduction and Book Announcement02:15 The Unmet Need: Writing for My Younger Self05:30 Overcoming Challenges: A Personal Journey09:45 The Power of Mentorship and Sponsorship14:00 Spiritual Growth and Finding Purpose18:20 Building a Personal Board of Directors23:10 The Inner Critic and Self-Compassion28:45 The Importance of Storytelling in Leadership33:00 Navigating Negative Work Environments37:15 Conclusion: Embracing Vulnerability and ConnectionFind Sheila Online:Website: ​​https://sheilagujrathimd.com/ TEDxTalk: https://www.youtube.com/watch?v=2DpDx6T3-X4 LinkedIn: https://www.linkedin.com/in/sheila-gujrathi-md/ Instagram: https://www.instagram.com/sheilagujrathimd/ Book: https://sheilagujrathimd.com/book/ About Sheila:Sheila is a biotech entrepreneur, executive, and champion for under represented leaders. Over the past 25 years, she's had the privilege of developing life-changing medicines for patients with serious diseases while building and running private and public biotech companies—including some exciting exits. Today she's a founder, chairwoman, board director, strategic advisor, and consultant to start-up companies and investment funds. Dr. Gujrathi was the co-founder and former CEO of Gossamer Bio and former Chief Medical Officer of Receptos. Her journey started at Northwestern University, where she earned both her M.D. and biomedical engineering degree, and took her from the halls of Harvard, UCSF, and Stanford to the corporate offices of Fortune 500 companies like McKinsey, Genentech, and Bristol-Myers Squibb.Dr. Gujrathi has earned multiple leadership awards, including AIMBE Fellow, BLOC100 Luminary, Healthcare Technology Report Top 25 Women Leaders in Biotechnology, Corporate Directors Forum Director of the Year, and Fiercest Women in Life Sciences. But what really lights her up is creating the inclusive environments she wished she'd had throughout her career. That's why she co-founded the Biotech CEO Sisterhood, a group of trailblazing female CEOs—because we're all better when we support each other.

Cinedicate
#188 - Alien: Earth - Franchise Retreads, Corporate Greed, and AI Nightmare Fuel

Cinedicate

Play Episode Listen Later Nov 4, 2025 90:57


Welcome back to The Cinedicate. On today's episode, we're crash-landing into Alien: Earth, the first-ever Alien TV series. We break down the hybrid identity of Wendy, the corporate wars brewing between Weyland Yutani and Prodigy, and ask the big questions: What will humanity become when evolution and technology collide? Was Alien Earth a worthy addition to the Alien legacy, or just another xenomorph cash grab?So whether you're a lifelong Alien fan, love a good sci-fi debate, or just wonder what happens when memory itself becomes a weapon, join us as we dig through the wreckage and chart the future of the franchise—right here on The Cinedicate.What to expect from the episode:First impressions, debates, and generational perspectives on the new Alien: Earth TV series, including discussion on its connections to the classic films, franchise fatigue, and whether it brings anything new to the Alien universe.Deep dive into the show's major themes: AI consciousness, biotech, corporate power, and the ethics of uploading human minds into synthetic bodies, with comparisons to real-world technology and other sci-fi stories like Blade Runner and Altered Carbon.Spirited discussion on the show's structure, pacing, and narrative choices, including debates over fan service vs. originality, unresolved storylines, the impact of streaming models, and recommendations about whether Alien: Earth is a must-watch for Alien fans (or if you should just go watch Romulus or Blade Runner instead).Episode Chapters 00:00:00 - Introduction to Alien: Earth & Central Themes 00:01:47 - Personal Entry Points to Alien Franchise 00:08:29 - First Impressions - Alien: Earth00:11:31 - Series' Retro Aesthetic00:13:48 - Narrative Structure and Release Strategy 00:17:52 - Alien: Earth vs. Alien Romulus / Retreading Franchise Territory 00:20:40 - Hybrid Identity, Biotech, and AI in Alien: Earth00:30:33 - AI Sentience, Deception, and Control—Parallels to Reality 00:36:59 - Xenomorphs' Role: Gore, Threat, and Audience Expectations 00:39:50 - Timeline and Canon Questions00:43:17 - Other Alien Species: Significance, Motivation, and Unanswered Mysteries 00:46:35 - Desire for Narrative Closure: Open-Ended Finale Critique 00:49:13 - Themes of Power Transfer 00:50:43 - AVP/Potential Crossovers & Franchise-Building Speculation 00:55:53 - The Formula and Essence of an Alien Movie 01:02:42 - Ethical Debate: Should Humanity Weaponize Alien Life or Technology? 01:14:18 - Government vs. Corporation: Who Should Contain Biohazards? 01:17:43 - Alien: Earth in the Context of other Alien Media 01:27:20 - Final Judgment 01:29:49 - Outro Hosted on Acast. See acast.com/privacy for more information.

Sounds of Science
Supporting Mental Health for Veterans and First Responders: A Sabbatical Story

Sounds of Science

Play Episode Listen Later Nov 4, 2025 37:31


Charles River scientist Nicole Hoekstra, herself a US Navy veteran, used her employer-supported sabbatical to help out local Oklahoma based nonprofit Inner Circle Mental Health, which focuses on aiding veterans and first responders who are struggling with their mental health. I am joined by Nicole and ICMH founder Kate Cooper to discuss what this service means to both of them, how we can support family who are reluctant to accept help, and how the COVID pandemic impacted the mental health of first responders. 

Business Of Biotech
Emerging From Stealth With Vima Therapeutics' Bernard Ravina, M.D.

Business Of Biotech

Play Episode Listen Later Nov 3, 2025 42:48 Transcription Available


We love to hear from our listeners. Send us a message. On this week's episode of the Business of Biotech, we're speaking with Bernard Ravina, M.D., CEO at Vima Therapeutics, a company that emerged from stealth in May with $60 million Series A financing to develop an oral candidate for dystonia, a movement disorder. Ravina talks about transitioning from government and academic medicine to industry, partnering with Atlas Ventures and defining the company's thesis, the reasons behind working in stealth mode and when to emerge, and the clinical plan and potential for VIM0423.  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/

Thoughts on the Market
M&A Poised to Gain Momentum

Thoughts on the Market

Play Episode Listen Later Oct 29, 2025 4:20


Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – a discussion of merger and acquisition activity or M&A. Last year, we had a view that this activity would pick up significantly. We think we're seeing that increase now. It has further to go. It's Wednesday, October 29th at 2pm in London. We have been firm believers at Morgan Stanley in a significant multi-year uplift in global merger and acquisition activity or M&A. That conviction remains. The incentives for this type of action are strong in our view; activity still lags what fundamentals would suggest, and supportive regulatory shifts are real. M&A has now returned, and importantly, we think there's much further to go. Indeed, M&A is very closely linked to corporate confidence, and we think investors need to consider the possibility that we'll see an even bigger surge in this confidence – or a boom. First, policy uncertainty is declining as U.S. tax legislation has now passed, and tariff rates get finalized. It's the relative direction of this uncertainty that we think matters most for corporate confidence. Second, interest rates are declining with the Fed, European Central Bank, and Bank of England all set to cut rates further over the next 12 months. Third, bank capital requirements may decline in the view of Morgan Stanley analysts, which would unlock more lending for these types of transactions. Fourth, and very importantly, the regulatory backdrop is becoming more accommodative in both the U.S. and in Europe. Indeed, we think that companies may think that this is going to be the most permissive regulatory window for transactions that they might get for some time. Fifth, private equity, which is a big driver of M&A activity, is sitting on over $4 trillion of dry powder in our view – at a time when credit markets look very wide open for financing their transactions. And finally, we're seeing a surge in capital expenditure on Morgan Stanley estimates, which we see as a sign of rising corporate confidence, and importantly an urgency to act – with corporates far less content to simply sit back and repurchase their stock. All of these favorable conditions together argue for activity to push even higher. We forecast global M&A volumes to increase by 32 percent this year, an additional 20 percent next year, and reach $7.8 trillion in volume in 2027. This is a global story with M&A rising across regions, especially in Japan. It has cross-asset implications with M&A already being one of the biggest drivers of bond outperformance within the U.S. high-yield market. And this is also a story where we see a lot of value in bringing together macro and micro perspectives. While we think the top-down conditions look favorable for all the reasons I just mentioned, we also see a very encouraging picture bottom up. We polled a large number of Morgan Stanley sector analyst teams and asked them about M&A conditions in their sector. A large majority of them see more activity. So, where could these more specific implications lie? Well, as you heard on yesterday's episode, Healthcare and Biotech may see an uptick in activity. In the U.S., we also think that Banking and Media stand out. In Europe, Business Services, Metals and Mining, and Telecom seem most ripe for more M&A. Aerospace and Defense is an interesting sector that may see more M&A within multiple regions, including the U.S. and Europe, as companies look for scale. And with smaller companies trading at a valuation discount to their larger peers across the world, Morgan Stanley analysts generally see the strongest case for activity in larger companies acquiring these smaller ones. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.

Thoughts on the Market
A Turnaround in Sight for Healthcare?

Thoughts on the Market

Play Episode Listen Later Oct 28, 2025 5:36


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. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.