Podcast appearances and mentions of brad loncar

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Best podcasts about brad loncar

Latest podcast episodes about brad loncar

Biotech Clubhouse
Episode 137 - April 4, 2025

Biotech Clubhouse

Play Episode Listen Later Apr 18, 2025 60:18


On this week's episode, Eric Schmidt, Brad Loncar, Yaron Werber, Paul Matteis, and Nina Kjellson discuss impact of tariffs on biopharma relative to other sectors, FDA updates and bright spots, data, and fundraising. The episode opens with a conversation on tariffs and the upheaval and shifts at the FDA, including the departure of Peter Marks, former director of the FDA's Center for Biologics Evaluation and Research, which has the group concerned over loss of institutional memory, history, and the ability to meet deadlines. The conversation shifts to the measles outbreak, noting concerns about public health and future regulation due to HHS reorganization plans and perceived industry inaction. The group then discusses data, including Vaxcyte's underwhelming Phase 2b data, and hopes to avoid negative vaccine sentiment. Additionally, Eli Lilly's Phase 2 data for its siRNA-based therapeutic to lower lipoprotein(a) showed promising results and Amgen and Novartis are conducting their own Phase 3 trials for Lp(a). The episode concludes with a discussion on Isomorphic Labs, which raised over $600 million, with the group praising the investment in early-stage discovery science and expressed hope that it will facilitate the company's transformation of technology into drugs. *This episode aired on April 4, 2025.

Biotech Clubhouse
Episode 138 - April 11, 2025

Biotech Clubhouse

Play Episode Listen Later Apr 18, 2025 60:24


On this week's episode, Chris Garabedian, Brad Loncar, Eric Schmidt, Paul Matteis, and Tess Cameron begin by recapping the markets, highlighting the rise in bond yields. The discussion then transitions to the efficiency of the FDA, noting its current overextension. Next, the group addresses an open letter from biotech executives and investors to Senator Bill Cassidy, highlighting the dismissal of key employees important to FDA review processes. Park Marks' dismissal is also revisited, along with the impending threat of pharmaceutical tariffs. Wrapping up the discussion on the FDA, its initiative to replace animal testing is overviewed. The conversation shifts to “zombie” biotechs and ongoing private investment, as evidenced by recent Series A announcements. On the data front, Lexeo's plans to initiate a registrational trial for its gene therapy for Friedreich ataxia, Rhythm's Phase 3 data, and its stock price increase are discussed. The group also reviews the strategies early companies can adopt now that the IPO window has closed. The episode concludes with a review of notable updates from AAN 2025 and ADPD 2025. *This episode aired on April 11, 2025.

Biotech Clubhouse
Episode 132 - February 21, 2025

Biotech Clubhouse

Play Episode Listen Later Feb 27, 2025 59:01


On this episode of Biotech Hangout hosts Brad Loncar, Eric Schmidt, Tess Cameron, Luba Greenwood, and Tim Opler, along with special guest Adam Feuerstein, kick off with a discussion on ‘zombie' biotech companies – those trading below their cash value – and whether they can be revived or should return capital to investors. The conversation then turns to Stoke's collaboration agreement with Biogen, Solid Biosciences' promising gene therapy data for Duchenne muscular dystrophy, and industry concerns over biotech fundraising practices. Other key topics include Bluebird Bios take-private acquisition, SpringWorks' potential buyout by Merck KGaA, and updates in the obesity space, including the FDA removing semaglutide from the shortage list. The group also covers BridgeBio's strong launch of Attruby, biotech M&A sentiment, and rumors of a potential Viking Therapeutics acquisition. *This episode aired on February 21, 2025.

Biotech Clubhouse
Episode 121 - November 15, 2024

Biotech Clubhouse

Play Episode Listen Later Feb 23, 2025 60:51


On this episode, Brad Loncar, Sam Fazeli, Tess Cameron, Nina Kjellson and Michal Preminger kick off the show sharing perspectives on Trump's selection of Robert F. Kennedy Jr as secretary of the U.S. Department of Health and Human Services. The hosts shift to Abbvie's disappointing Phase 2 trials and a broader discussion on why M&A can be tough. The group also discussed the recent flood of licensing and new companies based on China assets, including some of the players and approaches. The hosts also discuss Halozyme's takeover proposal of Evotec, the VEGF/PD-1 frenzy, J&J hits back with 340b lawsuit, the GOP tax bill and impact on biopharma priorities, and more. This episode aired on November 15, 2024.

Biotech Clubhouse
Episode 125 - December 20, 2024

Biotech Clubhouse

Play Episode Listen Later Feb 23, 2025 59:15


On this week's episode, Brad Loncar, Daphne Zohar, Josh Schimmer, Yaron Werber and Michael Preminger kick off the show with Vertex's much anticipated Phase 2 study results, highlighting the modest treatment effect and high placebo response. The group also comments on overly positive spin on data and the importance of credibility in interpreting data. The conversation turns to Novo Nordisk's weight loss data and the market's negative reaction with stock down 20%. The group also discusses Roche's termination of its hemophilia gene therapy program, and Teva's TL1A data showing promise in inflammatory bowel disease. Turning to market sentiment, the group comments on Wall Street's high expectations for new data and the resulting volatility in the market. The hosts also touch on the impact of Chinese biotech investments, potential PBM reforms, Regeneron's high-dose ILEA trials, upcoming auction of Mitsubishi pharma unit, and more. This episode aired on December 20, 2024.

Biotech Clubhouse
Episode 126 - January 10, 2025

Biotech Clubhouse

Play Episode Listen Later Feb 23, 2025 58:49


On this week's episode, hosts Chris Garabedian, Brad Loncar,Sam Fazeli and Yaron Werber cover a busy news week ahead of the J.P. Morgan Healthcare Conference as well as a preview of what to expect next week at the event. Thegroup highlights some of the mega private deals announced, including three that involved the licensing of China assets. The hosts zoom out with a recap of end-of-year reports, the current state of the market and XBI outlook. On the data front, Jasper reports positive Phase 1/2 data for chronic urticaria, Vir shares data for masked T-cell engagers and Stoke moves into Phase 3 with their antisense oligonucleotide for Dravet syndrome. The group also discusses Novo's deal with Valo Health, Galapagos' interesting move with new spin out company, whether we've reached ‘peak obesity' and much more. This episode aired on January 10, 2025.

Biotech Clubhouse
Episode 129 - January 31, 2025

Biotech Clubhouse

Play Episode Listen Later Feb 23, 2025 60:10


On this week's episode, Brad Loncar, Chris Garabedian, Eric Schmidt, Paul Matteis and Sam Fazeli kick off with an open mic session on the potential impact of the RFK Jr. hearings and the Trump administration's policies on the biotech industry. The conversation turns to a “unicorn day” with IPOs for Metsara, Maze, Odyssey and Sionna Therapeutics. The group also discusses the approval of Vertex's journavx and the potential for it to be a blockbuster drug. Akero, Sarepta and Cargo also announced data this week and the hosts summarized the market reactions. Other topics covered include Merck's buyback announcement and potential impact on M&A activity, Takeda's CEO, Christophe Weber, steps down, Curie Bio's new fund, and more. This episode aired on January 31, 2025.

Biotech Clubhouse
January 10, 2025

Biotech Clubhouse

Play Episode Listen Later Feb 7, 2025 58:49


On this week's episode, hosts Chris Garabedian, Brad Loncar,Sam Fazeli and Yaron Werber cover a busy news week ahead of the J.P. Morgan Healthcare Conference as well as a preview of what to expect next week at the event. Thegroup highlights some of the mega private deals announced, including three that involved the licensing of China assets. The hosts zoom out with a recap of end-of-year reports, the current state of the market and XBI outlook. On the data front, Jasper reports positive Phase 1/2 data for chronic urticaria, Vir shares data for masked T-cell engagers and Stoke moves into Phase 3 with their antisense oligonucleotide for Dravet syndrome. The group also discusses Novo's deal with Valo Health, Galapagos' interesting move with new spin out company, whether we'vereached ‘peak obesity' and much more. This episode aired on January 10, 2025.

Biotech Clubhouse
Episode 117

Biotech Clubhouse

Play Episode Listen Later Oct 30, 2024 58:19


On this week's episode of Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Brad Loncar, John Maraganore, Paul Matteis, Mike Yee and Tess Cameron open up with market commentary and how derivatives, debates and dynamics are impacting stocks including Scholar Rock, Biohaven, Roche and Regeneron. The group also highlights CeriBell, which is the first medtech IPO in years. The hosts turn to neuro sentiment with a look at Lundbeck's acquisition of Longboard at an approximate value of $2.5 billion net of cash. The conversation turns to the idea of competitors benefiting from M&A and data, with this week's example of Bright Minds Bioscience's market cap going from $4 million to $172 million. The group also discusses the FDA's approval of Novocure's Optune device for the treatment of metastatic non-small cell lung cancer before turning to a conversation on vaccines, including Moderna's upcoming Phase 3 CMV data. Wave Life Sciences first-ever therapeutic RNA was also covered, which led to a discussion on how important milestones open new doors. Other topics discussed include the launch of City Therapeutics, Benitec's gene therapy update, and more. *This episode aired on October 18, 2024.

Biotech Clubhouse
Episode 115

Biotech Clubhouse

Play Episode Listen Later Oct 30, 2024 59:56


On this week's Biotech Hangout, hosts Josh Schimmer, Brad Loncar, Sam Fazeli and Tess Cameron kick off the show digging into some macro trends and the potential of an incoming M&A wave. The conversation then turns to a range of topics related to China, including the impact of the stimulus, recent innovation, and the latest obesity assets & China-sourced drugs. The hosts also discuss the updates coming out of Roche's business day, including the company's acquisition of a CDK inhibitor from China's Regor. On the data front, the hosts discuss Poseida and Roche's myeloma data and J&J / Legend's Carvytki data, then turn to other news of the week including J&J's battle to implement a 340B rebate model, BioNTech & Instadeep AI Day updates, IGM Biosciences pivots to immunology, Harrow relaunches Triesence, and more. *This episode aired on October 4, 2024.

Pathfinders in Biopharma
Former Investor Who Chose Broadcasting Over Biotech ETFs

Pathfinders in Biopharma

Play Episode Listen Later Sep 30, 2024 11:46


Former biotech investor, Brad Loncar has pivoted his career from investing to reporting on the industry. Instead of serving the biotech bubble, he hopes to reach a wide audience with interest in science. Loncar explains why he switched careers and sets out his ambitions for his channel, Biotech TV.

Biotech Clubhouse
Episode 14

Biotech Clubhouse

Play Episode Listen Later Sep 25, 2024 60:06


On this week's Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Chris Garabedian, John Maraganore and Sam Fazeli kick off the show sharing perspectives on the markets and its effects on the growing queue of biotech IPOs, particularly following the influx of large private deals over the past few months. As the founding CEO of Alnylam, John provides his thoughts on the Helios-B full study data presentation at the ESC Congress while the broader group weighs in on the competitive implications of the data. The hosts also discuss Recursion, which shared some mixed data this week on its lead AI-derived drug candidate. In other data news, the group discussed the battle of the BTK inhibitors with both Sanofi and Roche announcing multiple sclerosis clinical trial readouts. The management theme was prominently featured in this week's discussion as the hosts talk about some rules of engagement for biotech executives, ‘founder mode versus manager mode' leadership styles, and ponder the sweep of management changes announced by Dyne Therapeutics. The hosts also set the stage for anticipated data announcements at the upcoming World Conference on Lung Cancer (WCLC) and European Society for Medical Oncology (ESMO), and much more. *This episode aired on September 6, 2024.

Biotech Clubhouse
Episode 113

Biotech Clubhouse

Play Episode Listen Later Aug 27, 2024 59:50


On this week's Biotech Hangout, hosts Brad Loncar, Tim Opler, Josh Schimmer and Sam Fazeli assess the recent macro trends, including the current state of the US economy and some good news for biotech. The group also discussed the big reveal this week on Medicare drug pricing issues and industry perspectives on whether it was more of a whimper versus a bang. In M&A, the Revance and Crown Laboratories merger was discussed as well as broader M&A trends including how a potential change in the White House could impact the FTC and scrutiny on pharma deals. In other news, the hosts shared differing perspectives on Genentech shutting down its cancer immunology group and the company's wider R&D prioritization. The group also discussed the World Health Organization declaring MPOX a global health emergency and the vaccines in development from Bavarian Nordic, Moderna and BioNTech. Other topics covered on this episode include Zealand's earnings, positive data from Rivus and Denali, a look ahead at The World Conference on Lung Cancer (WCLC) and European Society for Medical Oncology (ESMO) and more. *This episode aired on August 16, 2024.

Biotech Clubhouse
Episode 112

Biotech Clubhouse

Play Episode Listen Later Aug 19, 2024 60:37


On this week's Biotech Hangout, hosts Eric Schmidt, Brad Loncar, Brad Skorney, Luba Greenwood and Josh Schimmer kick off the episode summarizing the wild week for biotech stocks. The group also recaps some of the big earning announcements from the week, including a larger discussion on overall learnings from the Q2 earnings season. The hosts discuss Charles River Laboratories as a harbinger of pharma cost cutting and share general perspectives on the IRA impact on pharma. The FDA's approval of Agios/Servier's vorasidenib (Voranigo) for glioma was also discussed, with a look back at Servier's earlier acquisition of Agios' oncology business. The group also engages in a discussion on muscle disease as a growing area with potential to address large unmet medical needs and highlights some innovative companies in the space. Other topics covered include the Recursion and Exscientia merger, the biotech bubble, the potential impact of the election on the pharma industry and more. *This episode aired on August 9, 2024.

fda eric schmidt recursion servier charles river laboratories brad loncar
Biotech Clubhouse
Episode 108

Biotech Clubhouse

Play Episode Listen Later Jul 23, 2024 60:13


On this week's episode, hosts Chris Garabedian, Brad Loncar, Tim Opler, Dawn Bell, John Maraganore and Eric Schmidt provide a deep dive into the obesity, diabetes and cardiometabolic space, beginning with an overview of the key findings in Stifel's latest obesity report. The hosts also provide a recap of ADA and EASD abstract highlights and take a look at the next wave of injectable therapies and the trends in consumerization and access. They also discuss Pfizer's update on its once daily oral GLP-1 pill as well as recent reports on patients discontinuing GLP-1 drugs in two years and GLP-1s for obesity-related cancers. Shifting gears, the hosts spotlight a report on the evolving pharma landscape and the future landscape of the blockbuster drug category. In deals of the week, the group discusses Eli Lilly agreeing to buy Morphic for $3.2 billion and Flagship's new $3.6 billion fund. In data news, the hosts cover Roche's setback with its pivotal TIGIT trial, uniQure's positive data for its Huntington's gene therapy and IDEAYA's positive interim phase 2 MAT2a data. *This episode aired on July 12, 2024.

Biotech Clubhouse
Episode 106

Biotech Clubhouse

Play Episode Listen Later Jul 2, 2024 61:44


On this week's Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Eric Schmidt, Sam Fazeli, Bruce Booth and Grace Colon discuss the big news of the week including the FDA granting a landmark expanded approval for Sarepta's Elevidys for patients with Duchenne Muscular Dystrophy. The hosts share their varying opinions on whether the expanded approval was the right decision. The group also engages in a few discussion topics around management, including the “everything is awesome CEO” and the best and worst practices for managing a board. With multiple companies dealing with a stock drop this week (Cabaletta Bio, Kyverna Therapeutics, Taysha Gene Therapies, Aerovate Therapeutics, Ovid Therapeutics), the hosts discuss the different issues these pose for management teams and how to deal with market reactions. The group also shares thoughts on the 2024 class of IPOs, EHA 2024 highlights, BioNTech's clinical hold on its early-stage cancer drug study, and much more. This episode aired on June 21, 2024.

Biotech Clubhouse
Episode 107

Biotech Clubhouse

Play Episode Listen Later Jul 2, 2024 62:18


On this week's Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Tim Opler and Chris Garabedian open up with a conversation on recent trends in M&A for private biotechs versus public companies and the potential impact of the election year. The hosts also cover the important data readouts from the week, including Alnylam's positive Phase 3 results for its ATTR drug and Lyell's report of a patient death in its early-stage CAR T trial. Additional data covered includes Wave's Huntington data readout, Intellia's redosing of CRISPR gene editing therapy and Savara's Phase 3 readout in rare lung disease. In financing news, the hosts recap Curie.bio's $380M Pro Rata Series A Fund, Formation's $372M Series D and Recursion's $200M offering. This leads into a conversation on AI in drug development and how this is an area full of both promise and hype. On the management theme, the group discusses Gingko's recent layoffs, business model & revenues. Rounding out the show on the management theme, Amylyx's pivot to license GLP-1 was mentioned as an example of a management team earning credibility for following through on their word. *This episode aired on June 28, 2024.

Biotech Clubhouse
Episode 104

Biotech Clubhouse

Play Episode Listen Later Jun 24, 2024 60:23


On this week's Biotech Hangout, hosts Josh Schimmer, Brad Loncar, Tim Opler, Eric Schmidt and Sam Fazeli are joined by special guests Jacob Plieth and Madeleine Armstrong for a deep dive into ASCO 2024, including the highs and lows on the data front. The hosts also discuss the shifting interests from pharma companies as some suggest T-cell engagers may have overtaken ADCs and radios in the oncology space. In non-ASCO news, the group covers NASH data from Lilly and Viking and Structure's data in obesity. The hosts also discuss the latest on BioSecure Act, improving inflation numbers and pickup in the XBI, Moderna's first vaccine approval outside of COVID, and more. This episode aired on June 7, 2024.

Biotech Clubhouse
Episode 105

Biotech Clubhouse

Play Episode Listen Later Jun 24, 2024 60:23


On this week's Biotech Hangout, hosts Eric Schmidt, Josh Schimmer, Dawn Bell, Brad Loncar, Tim Opler, Sam Fazeli and Paul Matteis kick off the show by discussing CPI data and how inflation is impacting the $XBI, with analysts hopeful that stability will bring lower interest rates soon. The hosts cover the obesity market, providing updates on new datasets, such as findings from $LLY and $NVO, which indicate promising results in liver fat reduction and potential fibrosis reversal with GLP1+ agents. They also discuss competitive dynamics and investor sentiment of the obesity market and highlight the involvement of various players, including new startups and established pharma companies. In addition, the hosts share updates on Alzheimer's treatments, including takeaways from the EULAR meeting and $LLY's lecanemab panel, alongside the competitive landscape between $LLY, $ESAIY and $BIIB. The hosts also explore the role of patient advocacy within the biotech industry, focusing on $PFE's DMD study and $SRPTA's upcoming PDFUA, the role that patient advocacy groups have on regulatory decisions,  and the impact these groups have on influencing industry standards and guidelines. *This episode aired on June 14, 2024.

Biotech Clubhouse
Episode 102

Biotech Clubhouse

Play Episode Listen Later May 28, 2024 61:03


On this week's Biotech Hangout, hosts Chris Garabedian, Josh Schimmer, Brad Loncar, Eric Schmidt and Tim Opler kick off the episode with a spotlight on women's health, which was sparked by Bayer's Phase 3 data readouts for menopause symptoms. The group also cover Incyte's $2B share repurchase which leads into a discussion on stock buybacks and the ‘broken' R&D model. The group also recaps ASGCT 2024 and new gene editing technologies. In deals of the week, the hosts discuss deals and financings from the week, including Takeda and AC Immune's $100M license agreement, Uniquity Bio's $300M launch and J&J;s $850M purchase of Proteologix. In other data news, hosts discuss Merck's TIGIT/PD-1 Phase 2 safety concerns, Ionis/Biogen discontinue ALS treatment, COVID-19 data from Shionogi and AstraZeneca, and a look at obesity ‘limited data' versus Vertex's data transparency. Other topics include Bolt Therapeutics discontinuing its oncology asset, Dynavax denied expanded use by FDA, Recursion's stock surges with fastest supercomputer claim, and short selling and meme stocks in biotech. *This episode aired on May 17, 2024.

Biotech Clubhouse
Episode 97

Biotech Clubhouse

Play Episode Listen Later Apr 16, 2024 61:22


On this week's episode of Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Luba Greenwood and Eric Schmidt kick off the discussion with Vertex's plans to acquire Alpine Immune Sciences for almost $5 billion in cash, making it the largest deal for the sector in 2024. The hosts also discuss inflation effects on biotech stocks and M&A, macro takeaways from AACR and more fallout from the BioSecurity Act and implications for the industry. The group covers the US Department of Justice's complaint filed against Regeneron related to its eye drug, Eylea, and the unfortunate impact on the industry's reputation around drug pricing. The hosts also discuss Novartis' deal to pay $150 million for Arvinas's prostate cancer therapy and e-therapeutics CEO Ali Mortazavi joins the panel to discuss the London Stock Exchange challenges and his company's plans to delist from the LSE's junior market, AIM. *This episode aired on April 12, 2024.

Biotech Clubhouse
Episode 94

Biotech Clubhouse

Play Episode Listen Later Mar 27, 2024 61:45


On this week's episode of Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Tim Opler, Michal Preminger, Eric Schmidt and Yaron Werber discuss the latest biotech news, including commentary on the biotech sector performance in 2024 and a pharma R&D investment overview. The hosts cover the week's notable M&A, including AstraZeneca's acquisition of Amolyt plus Novartis' acquisition of IFM Due and a related discussion on option-to-buy deals. The group also discusses Ionis meeting the primary endpoint in its Phase 2 MASH trial and Madrigal's historic accelerated approval for NASH/MASH. Other topics include Eli Lilly's partnership with Amazon pharmacy to dispense prescription medicines and the impact of cutting out the middle man, as well as anticipated regulatory updates for Legend and 2Seventy Bio. The hosts weigh-in on the BioSecure Act that led BIO to cut ties with WuXi and the impact the bill may have on other Chinese CROs. The group also flagged recently reported Phase 2 data for Silence Therapeutics' Lp(a) therapy and Acadia's schizophrenia treatment pimavanserin fails Phase 3 study. *This episode aired on March 15, 2024.

Biotech Clubhouse
Episode 95

Biotech Clubhouse

Play Episode Listen Later Mar 27, 2024 61:08


On this week's episode of Biotech Hangout, hosts Brad Loncar, Josh Schimmer, Grace Colon, Chris Garabedian, and Eric Schmidt discuss the latest biotech industry news including M&A, regulatory news, pricing strategies, and progress within women's health and neurological disorders. The hosts cover data from Roche's IL-6 program, Biohaven's degrader program, followed by Crinetics' Phase 3 data in acromegaly. On the M&A front, the hosts discuss AstraZeneca's acquisition of Fusion Pharmaceuticals. The group also talks through Orchard Therapeutics' breakthrough $4.25 million drug, and the impact of high drug prices on the industry as a whole. They also weigh in on the BioSecure bill that caused WuXi to leave BIO, and the broader impact of this decision on the biotech sector. The group also discussed a new executive order and initiatives that serve to address disparities in research for women's health conditions. The hosts round out the show by discussing trends in early-stage investment, and the growing role of neurological conditions globally. *This episode aired on March 22, 2024.

Biotech Clubhouse
Episode 91

Biotech Clubhouse

Play Episode Listen Later Mar 20, 2024 64:00


On this week's Biotech Hangout, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Eric Schmidt and Yaron Werber discuss the latest biotech news, including the IPO window creaking back open and aftermarket performance up 12-19% for secondary offerings and IPOs. The hosts also discuss the FTC challenges facing industry M&A and another roadblock for AbbVie's Cerevel deal. The retirement of AbbVie CEO Richard Gonzalez prompts a discussion amongst the hosts on important qualities of a CEO. A range of FDA-related news from the week is also covered including the approval of Iovance's Amtagvi as first T-cell therapy for a solid tumor; Ionis and AstraZeneca's fast track designation for Phase 3 ATTR-CM drug eplontersen; two drug trials at Rapt Therapeutics put on hold; the review of Sarepta's Elevidys for traditional approval; United Therapeutic's litigation and Alnylam's endpoint changes to Phase 3 study design for Amvuttra. Other topics include Bayer slashing its dividend by 95%, IQVIA's global R&D trends report, and a discussion on the biotech business model sparked by news that Regeneron and Vertex have crossed the $100B market cap threshold. *This episode aired on February 23, 2024.

Biotech Clubhouse
Episode 93

Biotech Clubhouse

Play Episode Listen Later Mar 20, 2024 63:22


On this week's episode of Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Tim Opler, Brian Skorney, Luba Greenwood and Yaron Werber discuss the latest biotech news, including the delay of Eli Lilly's Alzheimer's drug donanemab as the FDA requires an AdComm and Amylyx's ALS Phase 3 trial failure that caused the stock to drop 80%. The hosts also weigh in on how the 2024 presidential election will impact biopharma and takeaways from the 2024 Cowen conference, including the number of generalist investors in attendance and how obesity has become a dominant narrative in the industry. The group also discusses the Boundless Bio IPO and how the ticker ($BOLD) was previously used by another company before being acquired, as well as how positive I&I data from Apogee caused the stock to double. Other topics covered include the impact of PBMs on drug pricing and big pharma companies pivoting to say that the IRA is not a bad thing for biopharma in order to preserve positive relationships with the government. The hosts close out with a discussion on Peter Thiel's “failure teaches you nothing” viral tweet and a conflict-of-interest debate regarding Harvard researcher David Sinclair who is under fire once again for promoting unproven benefits of longevity drugs. *This episode aired on March 8, 2024.

Biotech Clubhouse
Episode 87

Biotech Clubhouse

Play Episode Listen Later Feb 2, 2024 58:10


On this week's Biotech Hangout, hosts Brad Loncar, Tim Opler, Luba Greenwood and Brian Skorney discuss the latest industry news including 2 biotech IPOs from ArriVent Bio ($175M) and CG Oncology ($380M). They also discuss Sanofi buying Inhibrx ($2.2B), Kura Oncology's private placement ($150M) and Gilead's failed phase 3 study. The hosts cover class-wide black box warnings from the FDA, including Amgen's Prolia, plus Eli Lilly's investigational gene therapy for hearing loss data, HPV vaccine study in Scotland and The House Ways and Means Committee approves restoration of R&D tax credit. *This episode aired on January 26, 2024

Biotech Clubhouse
Episode 86

Biotech Clubhouse

Play Episode Listen Later Jan 25, 2024 62:29


This week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, John Maraganore and Grace Colon discuss the news of the week including several early-stage IPO filings that kicked off the year: Kyverna Therapeutics, CG Oncology and Alto Neuroscience. The hosts also cover AI enabled biomarkers following the FDA's clearance of two AI diagnostic tools, plus the FDA expands approval of Vertex and CRISPR's Cagevy as a first CRISPR-edited therapy for beta-thalassemia. They also discuss early-stage funding and an amicus brief that many biotech executives have signed, following the decision on Mifepristone. Other topics include BridgeBio Pharma securing capital from Blue Owl Capital and Canada Pension Plan Investments, Regenxbio Phase 2 data, Wiley Chambers retires and Vivek Ramaswamy drops out of the presidential race. Plus, Bernat Olle, Vedanta Biosciences CEO, joins the group to discuss his recent Timmerman Report article on investor and entrepreneur discussions. *This episode aired on January 19, 2024

Biotech Clubhouse
Episode 85

Biotech Clubhouse

Play Episode Listen Later Jan 18, 2024 60:04


On this week's Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Brad Loncar, Dawn Bell and Sam Fazeli discuss the latest in biotech news, including their takeaways from last week's JPM 2024 conference and Brad's BiotechTV interviews with several attendees. The hosts also discuss the many deals from the week including Merck's acquisition of Harpoon Therapeutics ($680M), Johnson & Johnson's acquisition of Ambrx ($2B), GSK acquires Aiolos Bio ($1.4B), Boston Scientific acquires Axonics ($3.7B) and several Novartis deals including their dropped pursuit of Cytokinetics, acquisition of Calypso ($250M), their licensed drugs from a China biotech ($185M) and their deal with Eli Lilly and Isomorphic Labs ($3B). Other topics include two preclinical companies, Metagenomi and ArriVent file for IPO, Vertex pauses its diabetes cell therapy trial and Astellas gets a CRL. *This episode aired on January 12, 2024

Biotech Clubhouse
Episode 83

Biotech Clubhouse

Play Episode Listen Later Jan 10, 2024 69:56


Guest host Nick Shipley, Bio's policy expert joins Daphne Zohar, Brad Loncar, Mike Yee and Yaron Werber on this week's Biotech Hangout. The group discusses policy affecting biotech, including march-in rights, PBMs, IRA and FTC involvement plus bipartisan initiatives like the Orphan Cures Act. They also discuss the state of the XBI and industry sentiment, Bluebird Bio's setbacks following FDA approval and Pfizer's stock after its 2024 forecast revenue. They cover data from Vertex, Icosavax, Arcellx and Legend, plus several ADC deals including Bristol Meyers Squibb, SystImmune, C4 Therapeutics, Merck, Nona Biosciences and Pfizer. Other topics include updates from ASH, the new Amgen CSO plus the group shares their thoughts on what to expect in 2024. *This episode aired on December 15, 2023

Cowen
The Biotech Entrepreneur's Corner

Cowen

Play Episode Listen Later Nov 6, 2023 38:07


Recorded on 10/10/23 TD Cowen analyst Yaron Werber speaks with Daphne Zohar, founder and CEO of PureTech, and Brad Loncar, founder of BiotechTV about their unique experiences as biotech entrepreneurs. Daphne discusses the innovative “hub and spoke” model she pioneered with PureTech, while Brad describes his transition from biotech investor to communicator and his long-term vision for BiotechTV. Both showcase the benefits of taking an unorthodox approach, finding where their differentiation can be leveraged to fill an unmet need, and having the conviction/dedication to actualize their goals. For Disclosures, click here bit.ly/3cPHkNW

Biotech Clubhouse
Episode 78

Biotech Clubhouse

Play Episode Listen Later Nov 2, 2023 61:11


Guest host Paul Matteis, Biotech Analyst at Stifel, joins Daphne Zohar, Brad Loncar, Josh Schimmer, Dawn Bell and Bruce Booth on this week's episode of Biotech Hangout to discuss market sentiment, biotech's bear market, CTAD and World Sleep meetings and Roche to acquire Telavant ($7.1B). The hosts also cover industry issues such as the Orphan Cures Act, More Transparency Act, PRVs and more after Daphne attended meetings with senators and congressmen in DC. Additionally, they talk about the second largest A round of funding in 2023 from Aiolos Bio ($245M) plus OrbiMed's $4.3B raise, CARGO Therapeutics' IPO and >40 biotechs exploring strategic alternatives. Other topics include CMS expanding Medicare coverage to Alzheimer's PET scan testing, Senator Bernie Sanders to investigate NIH licensing practices, delays in cancer care and Novartis regulatory filing pushed after data disappoints at ESMO. *This episode aired on October 27, 2023

Biotech Clubhouse
Episode 76

Biotech Clubhouse

Play Episode Listen Later Oct 16, 2023 59:31


On Biotech Hangout this week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Mike Yee & Tim Opler discuss biotech sentiment & cover the big news of the week. M&A as a topic including Bristol Myers Squibb to acquire Mirati Therapeutics for $4.8B, plus the 14 biotech acquisitions in 2023 over $1B and Illumina ordered to sell Grail after completing a $7.1B acquisition deal. A lot of data came out this week from companies including Akero, Alnylam, Ventyx, Merck, Novo Nordisk, Immunic and PMV Pharmaceuticals. Mike and Brad also share takeaways from Jefferies CNS Day and HLTH 2023. *This episode aired on October 13, 2023*

Biotech Clubhouse
Episode 75

Biotech Clubhouse

Play Episode Listen Later Oct 16, 2023 64:30


On this week's Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Bruce Booth, Josh Schimmer and Yaron Werber cover the state of the XBI after it hit a 52-week low. They also discuss several deals and financings from the week including Eli Lilly acquiring Point Biopharma ($1.4B) and radiopharma more generally and Sanofi paying Teva to collaborate on inflammatory bowel disease treatment (up to $1.5B). Also Biohaven's offering (~$225M), Amicus Therapeutics' financing with Blackstone ($430M), and Orchard Therapeutics acquired by Kyowa Kirin ($478M).  Takeda announces withdrawal of EXKIVITY after its accelerated approval gets pulled, Syndax, ALX Oncology and Roche data and Boehringer Ingelheim launches biosimilar to AbbVie's Humira at an 81% discount. Other topics include Amgen's KRAS inhibitor under FDA review, Exscientia and AI, Ionis Pharmaceuticals' R&D day and Infinity Pharmaceuticals shuts down. *This episode aired on October 6, 2023

Biotech Clubhouse
Episode 73

Biotech Clubhouse

Play Episode Listen Later Oct 3, 2023 60:35


Josh Schimmer returns on this week's Biotech Hangout and joins hosts Brad Loncar, Tim Opler, Dawn Bell and Brian Skorney to discuss the industry news of the week. They cover the state of the XBI, IPOs and M&A, plus the ORPHAN Cures Act and low demand for biotech lab space. The hosts also discuss several Phase 3 results from the week (Travere, Iveric, AstraZeneca/ Daiichi Sankyo & Seagen), and partnerships given back to companies (Chiesi gives rights back to Inhibrx & Novartis gives rights back to BeiGene). Other topics include ARS Pharma's CRL from the FDA, Fresh Tracks returning cash to shareholders and AI in biotech. *This episode aired on September 22, 2023

Biotech Clubhouse
Episode 72

Biotech Clubhouse

Play Episode Listen Later Sep 22, 2023 60:42


Guest Yaron Werber joins hosts Daphne Zohar, Chris Garabedian and Brad Loncar for this week's Biotech Hangout, centered on the theme of ‘management and culture.' They cover the big IPO news of the week from Neumora (~$2.5B valuation) and RayzeBio (~$1B valuation) plus Acelyrin's share value drops after sharing top-line results despite being the largest biotech IPO this year. They also discuss Goldman Sachs dropping its price targets and ratings for “early-stage” biotechs and updates from both Moderna and Roche, who held their R&D days this week. Also, Galapagos' 52-week low and the contrast with Argenx plus the FDA ad comm on Anlylam's cardiomyopathy candidate. Other topics of discussion include 2seventy bio's restructuring, CymbaBay data, ImmunityBio's equity & debt financing & Day One's updated data & FDA filing decision date. *This episode aired on September 15, 2023

Biotech Clubhouse
Episode 70

Biotech Clubhouse

Play Episode Listen Later Aug 29, 2023 55:42


On this week's episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Brad Loncar, Brian Skorney and Michal Preminger discuss the latest industry news including how the state of biotech M&A is tracking and the potential impact of the FTC's two new proposed rules – plus the latest on Amgen and Horizon's FTC lawsuit. The hosts also cover private equity financings, including Taysha Gene Therapies' PIPE and the background behind Biogen's bid to acquire Reata. Additional coverage includes data and regulatory updates (Seagen, Pfizer, Delcath, Galecto, 2seventy bio) as well as how the FDA weighs mixed data against high patient need, most recently with approval of palovarotene. Other topics include Blue Shield of California partnering with various companies (Amazon, Cost Plus Drug, etc.) to handle drug delivery and bispecific drug pricing. *This episode aired on August 18th, 2023

Biotech Clubhouse
Episode 69

Biotech Clubhouse

Play Episode Listen Later Aug 17, 2023 59:36


On Biotech Hangout this week, Brad Loncar, Chris Garabedian, Sam Fazeli, Rob Perez and Ethan Perlstein discuss the influence of GLP-1s including cost, safety, drawbacks and more in light of Novo Nordisk's positive semaglutide SELECT study results and Eli Lilly's earnings, which rose due to their type 2 diabetes drug. Other big topics include last week's Sage and Biogen news following the FDA's decision to approve zuranolone for PPD but not MDD and its effect on Sage's stock, plus progress and setbacks in ultra rare diseases including Taysha Gene Therapies. The hosts also dive into Iveric Bio's drug approval for geographic atrophy, Nektar suing Eli Lilly over botched data, Bluebird Q2 earnings, Mirati data and the 3rd annual Timmerman Traverse. *This episode aired on August 11, 2023

Biotech Clubhouse
Episode 68

Biotech Clubhouse

Play Episode Listen Later Aug 9, 2023 60:52


On this week's episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Brad Loncar, Bruce Booth, Otello Stampacchia and Mike Yee cover industry news from the week. They discuss the latest deals including Alexion acquiring Pfizer's rare disease gene therapy portfolio and Revolution Medicines acquisition of EQRx and a broader discussion of merging with negative EV companies as a strategy for fundraising and the “fundability” of certain founders. The hosts also dive into the hot topic of the week: Biogen and Sage's PDUFA for zuranolone in MDD and PPD. Additionally, they cover the busy week of Q2 earnings, which included news from Pfizer, Vertex, Moderna, Regeneron, TG Therapeutics and more. Other topics of discussion included the state of biopharma jobs, Vertex non-opioid data, an SVB healthcare report on VC funds, climate change and Steve Jobs' son starting a VC firm for cancer treatments. *This episode aired on August 4th, 2023

Biotech Clubhouse
Episode 66

Biotech Clubhouse

Play Episode Listen Later Aug 1, 2023 59:18


On this week's episode of Biotech Hangout, guest Neil Kumar (CEO of BridgeBio) joins hosts Daphne Zohar, Brad Loncar, Tim Opler, Bruce Booth and Brian Skorney to discuss BridgeBio's long awaited, positive Phase 3 transthyretin amyloid cardiomyopathy (ATTR-CM) data, including the company's ups and downs and some leadership lessons along with the benefits of diversification. The hosts also cover the Acumen Pharmaceuticals and Eli Lilly positive Alzheimer's data, in addition to questions around safety for eye disease trials related to Apellis' Syfovre and Horizon Therapeutics' Tepezza. With a news heavy week, the group also discusses data integrity issues (including the Marc Tessier-Lavigne case), the impact of priority review vouchers and deals/M&A. *This episode aired on July 21, 2023*

Biotech Clubhouse
Episode 67

Biotech Clubhouse

Play Episode Listen Later Aug 1, 2023 60:46


On this week's episode of Biotech Hangout, guest Matthew Gline (CEO of Roivant) joins hosts Brad Loncar, Tim Opler and Brian Skorney to discuss Biogen's heavy news week, including their acquisition of Reata for $6.5 billion, their decision to cut 1,000 jobs by 2025 and their quiet stance regarding their upcoming PDUFA date to treat PPD and MDD in partnership with Sage. The hosts also cover other layoff and leadership changes, including the resignation of FibroGen's CEO and layoffs from Infinity and Mersana. The group also touches on the $2.8 billion hypertension deal between Roche and Alnylam and the impact this deal could have on patients. Additionally, they discuss Gilead being accused of slow-walking the development of a new version of an HIV therapy to extend their patent protection, British billionaire Joe Lewis being charged with insider trading and the impact that poor data readouts had on Stoke Therapeutics', Gilead's and Kodiak's shares. *This episode aired on July 28, 2023*

Biotech Clubhouse
Episode 65

Biotech Clubhouse

Play Episode Listen Later Jul 20, 2023 59:29


On this week's episode of Biotech Hangout, hosts Brad Loncar, Chris Garabedian, Tim Opler, Dawn Bell and guest host Brian Skorney talk the latest in industry news. They discuss the first FDA approved Alzheimer's drug to slow cognitive decline plus the subsequent retirement of Esai's CEO /Alzheimer's lead. Several other headlines this week including Eli Lilly's Versanis acquisition, ADC Therapeutics pausing trial enrollment, Illumina's fine and BeiGene and Novartis terminating their agreement. The hosts also talk about China-related news including the FDA planning to import more doses of chemotherapy from China and four of the top 10 global pharma license deals this year have come from China. They also discuss ophthalmology news from Astellas, 4D Molecular Therapeutics and Tenpoint Therapeutics. Other news covered this week includes the role of AI in drug development following Nvidia's investment in Recursion, Apogee and Sagimet's IPOs targeting, Viridian data and Avrobio considering M&A. *This episode aired on July 14, 2023*

Biotech Clubhouse
Episode 63

Biotech Clubhouse

Play Episode Listen Later Jun 23, 2023 63:56


This week, hosts Daphne Zohar, Brad Loncar, Tim Opler & Michal Preminger focus on the theme of people and reputation in the industry. The hosts (and several audience members, including STAT reporter Allison DeAngelis and Kojin Therapeutics CEO Luba Greenwood) discuss the hot topic of the week - media coverage of Biogen board changes. Additionally, in the wake of Ram Sasisekharan speaking out after a four-year investigation exonerated him, the group discusses repercussions for accusers and impact to reputation. In addition to people topics, the hosts cover the week's financings and M&A including the first biotech to file for IPO in months, plus data from EHA 2023 and data integrity. *This episode aired on June 16, 2023*

Biotech Clubhouse
Episode 62

Biotech Clubhouse

Play Episode Listen Later Jun 14, 2023 58:07


This week, Daphne Zohar, Brad Loncar and John Maraganore hosted a special live edition of Biotech Hangout at the BIO conference, and they dive into their learnings on this week's episode. They are also joined by Josh Schimmer and Otello Stampacchia to discuss the latest news, data, deals and more. The hosts debate the hot topic of the week - Merck's lawsuit against the U.S. government's IRA negotiations. They also discuss data that was shared at the recent ASCO 2023 conference, and a tweet accused of moving stock. Other topics include a surprising acquisition and oncology response criteria. *This episode aired on June 9, 2023*

bio merck asco brad loncar
Biotech Clubhouse
Episode 61

Biotech Clubhouse

Play Episode Listen Later Jun 6, 2023 58:52


On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer, Tim Opler, Chris Garabedian and Brad Loncar talk the latest biotech news. Several of the hosts report live from ASCO 2023 and share highlights and headlines from the conference as well as general industry sentiment around oncology companies. The hosts also discuss the latest deals and financings and debate short-sellers and activist investors and their effect on biotech stocks. Other topics include data from Sanofi, Icosavax, Pfizer and BioHaven over the last two weeks, the FDA's decision on Sarepta, perspectives on accelerated approvals for rare disease, Amylyx's ALS drug and Brad's newest business venture. *This episode aired on June 2, 2023*

Biotech Clubhouse
Episode 60

Biotech Clubhouse

Play Episode Listen Later May 24, 2023 58:16


On this week's Biotech Hangout, hosts Daphne Zohar, Mike Yee, Otello Stampacchia, Brad Loncar and Bruce Booth discuss the latest in the biopharma industry including public offerings, deals and financings, data and more. The group dives into the slowdowns in private financings, whether or not the IPO window should be open by now, and the Akero and Coherus follow-on offerings. There is a debate as to whether the news that the FTC is suing to block Amgen from acquiring Horizon Therapeutics has positive or negative effects on SMID cap biotechs. The group also discusses the FTC's widening probe into PBMs specialty drug pricing. Additionally, data from Viking Therapeutics, X4 Pharmaceuticals, and PTC Therapeutics is discussed. Other topics include Pfizer debt offering, Former Immunomedics CFO pleads guilty to securities fraud, Billy Dunn joining the board of Prothena and Paul Stoffels joining Galapagos. *This episode aired on May 19, 2023*

Biotech Clubhouse
Episode 57

Biotech Clubhouse

Play Episode Listen Later Apr 24, 2023 60:48


On this week's episode of Biotech Hangout, CEO of Bellus Health (announced this week that GSK is acquiring for $2B), Roberto Bellini, joins hosts Daphne Zohar, Tim Opler, Dawn Bell, Sam Fazeli and Brad Loncar. The group discusses the week's deals and financings, data and broader themes of innovation. Roberto shares his personal experience going through an acquisition and what it took for his company to get to that point from a TSK listed microcap valued at ~$15M to a $2B success story, his thoughts on innovation taking many different forms and the pros and cons of single-asset companies. The hosts also deep dive into AACR data, highlighting Lily's KRAS data & Moderna's vaccine data and touch on how policy is affecting our industry, with a focus on some new bills seeking to improve how R&D expenses are deducted. *This episode aired on April 21, 2023* Disclosures from Josh Schimmer:

Biotech Clubhouse
Episode 56

Biotech Clubhouse

Play Episode Listen Later Apr 18, 2023 63:22


On this week's episode of Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Tim Opler, Michal Preminger and Brad Loncar discuss the latest industry news including deals and financings, data, regulatory and more. Brad starts the episode by sharing a personal update on the health of his father, thanking the biotwitter community and lauding the first responders, nurses and specialists who helped save him. Despite some industry setbacks from the week, there was positive news to share including data from a Torreya study, which showed the specialist buyside remained strong at the end of 2022 as well as a list of turnaround stories in the industry. The American Association for Cancer Research (AACR) released their 2023 abstract, sharing Moderna's personalized cancer vaccine study as a clear showstopper. Interesting news on the funding landscape, with 4 VCs announcing fundraises, while there was a huge drop in funding to companies. Following the overturning of the FDA's approval of mifepristone, Daphne joined over 400 others to sign a letter condemning the ruling & called for it to be overturned. *This episode aired on April 14, 2023* Disclosures from Josh Schimmer: "Disclosures for the stocks that I cover can be found on the Biotech Hangout home page."

fda moderna american association vcs disclosures cancer research aacr brad loncar
Biotech Clubhouse
Episode 51

Biotech Clubhouse

Play Episode Listen Later Mar 13, 2023 66:48


On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer and Brad Loncar are joined by Andy Plump, President, Research & Development at Takeda, and Mathai Mammen, former Executive Vice President, Pharmaceuticals, R&D, Johnson & Johnson. The group kicks off with a discussion on productivity in the pharma industry, including cost increases to the innovations that are on the horizon and improved efficiencies in trials, manufacturing and beyond. The group transitions to talk about the latest industry news, regulatory actions and notable recent fundings. They examine the scrutiny around the recent FDA approval of Reata's treatment for a rare neurological disorder, the approval of Intellia's IND for in vivo CRISPR gene editing and the FDA's decision not to hold an advisory committee meeting for Sarepta's DMD candidate, sharing opinions on whether they perceive any trends indicating the FDA is becoming more or less lenient. They round out the episode by sharing perspectives on AI technology and the impact it will have on the future of the industry. *This episode aired on March 3, 2023.*

Biotech Clubhouse
Episode 44

Biotech Clubhouse

Play Episode Listen Later Jan 19, 2023 60:14


On the two-year anniversary of the launch of Biotech Hangout (formerly Biotech Clubhouse), Daphne and Josh are joined by Chris Garabedian and Brad Loncar, two of the Biotech Clubhouse co-founders, and Bruce Booth, Dawn Bell & Michal Preminger all drop in. The group kicks off the episode with outlook on 2023 and an in-depth recap of the J.P. Morgan 2023 Healthcare Conference. Overall themes include the “Monday Mystique” of industry pressure to announce deals at the start of the conference, Brad's successful video series full of conversations with notable biopharma CEOs, diversity & inclusion, and an emerging globalization theme. Hosts also cover M&A, Day One Biopharmaceuticals' topline data and news in the bispecific and endocrine spaces. The group then highlights the FDA's recent decision to eliminate the requirement of animal testing before human clinical trials, and they chat about the uptick in clinical holds. Later, Eric Tokat, Partner at Centerview Partners, drops in to talk about his three $1B+ deals announced at the conference, perspectives on the M&A landscape, the attractiveness of commercial to late-stage deals and the shift beyond oncology to more diverse fields like metabolic, cardiovascular and autoimmune therapies. Community of experts and insiders joining Biotech Hangout (formerly known as Biotech Clubhouse) include Daphne Zohar, Josh Schimmer, Bruce Booth, Tim Opler, Chris Garabedian, Michal Preminger, Dawn Bell, Rob Perez, Otello Stampacchia and more.

Biotech Clubhouse
Episode 43

Biotech Clubhouse

Play Episode Listen Later Jan 11, 2023 55:58


On the first Biotech Hangout episode of 2023, Daphne, Josh, and Tim are joined by Jefferies' biotech analyst Michael Yee to recap the deals, financings, and clinical readouts that stood out in 2022. The group discusses the upcoming annual J.P. Morgan Healthcare conference and makes future predictions for 2023, including a possible rebound in China and amore obesity, CNS and small molecule deals. They discuss the Inflation Reduction Act and dive into Jefferies' January XBI heat map. The group recaps Brad Loncar's 2023 predictions in Business Insider and discuss what investors will want to see more of this year. They also make predictions for large cap data deals in the next year and share opinions on the recent FDA approval of Eisai's Alzheimer's drug, Leqembi. Wrapping up, the group gives final thoughts on M&A deals we can expect to see more of, including deals in oncology and ADC technology. Community of experts and insiders joining Biotech Hangout (formerly known as Biotech Clubhouse) include Daphne Zohar, Josh Schimmer, Bruce Booth, Tim Opler, Chris Garabedian, Michal Preminger, Dawn Bell, Rob Perez, Otello Stampacchia and more.

Biotech Clubhouse
Episode 41

Biotech Clubhouse

Play Episode Listen Later Dec 16, 2022 58:07


Hosts Daphne, Josh, Tim and Otello are joined by special guest and biotech investor, Brad Loncar, to discuss the current M&A landscape, data announcements from the week and recent FDA and regulatory movements. Otello began the episode with his observations of trends in M&A including speedy execution of deals and lack of competition to get them. Daphne goes into detail about this week's deals, including a new, high-stakes partnership between Summit Therapeutics and Akeso to in-license a bispecific antibody, a deal that could be worth up to $5 billion. Brad reflects on the popularity of cell therapies in 2022, covering Gilead and Kite's announcement of a collaboration with Arcellx to develop its phase 2 cell therapy for multiple myeloma. Josh transitions the conversation to data, highlighting Nkarta's positive clinical data from its CAR-NK cell therapy for patients with non-Hodgkin lymphoma and how this approach compares to CAR-T treatments. Finally, the conversation turns to a discussion on the relationship between big pharma and biotech and where smaller companies should focus business development relationships. Community of experts and insiders joining Biotech Hangout (formerly known as Biotech Clubhouse) include Daphne Zohar, Josh Schimmer, Bruce Booth, Tim Opler, Chris Garabedian, Michal Preminger, Dawn Bell, Rob Perez, Otello Stampacchia and more.

Biotech Clubhouse
Episode 32

Biotech Clubhouse

Play Episode Listen Later Oct 5, 2022 75:57


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

Behind Biotech
Season 2| China: Brad Loncar on Investment Risk and Innovation Drivers in Chinese Biotech

Behind Biotech

Play Episode Listen Later Apr 14, 2022 52:12


Brad Loncar Biography Brad Loncar is a biotechnology industry investor and CEO of Loncar Investments. He is the creator of two Nasdaq-listed biotech focused exchange-traded funds. Brad previously worked in the financial services industry at Franklin Templeton Investments where he was a member of the Management Training Program, and was appointed to serve in a Senior Advisor role at the U.S. Department of the Treasury. He currently writes biotechnology commentary at www.LoncarBlog.com, Nasdaq.com, and contributes opinion pieces to Endpoints News. He's also the co-host of Biotech Clubhouse, which recaps the week's biotech news every Sunday at 4pm EST. On this episode we discussed with Brad: How he first became interested in China biopharma and his advice for getting ‘smart' on the industry as a foreign investor. Key players in the China biopharma ecosystem, including investors as well as founder and company profiles How investors should think about regulatory and geopolitical risk when it comes to investing in China biotech

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#84 - Brad Loncar - Live Q&A: Cancer Without Chemo, Evergrande's Impact & Merck's Anti-Covid Pill

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Oct 7, 2021 37:39


Last week we hosted our second live interview on Twitter Spaces, this time with Biotechnology investment expert and pioneer, Brad Loncar. Brad is the creator of two Nasdaq-listed funds: The Cancer Immunotherapy ETF & The China BioPharma ETF, and as a result, we focus on oncology innovation and Evergrande's impact on Chinese biopharma.But to kick off, listen out for Brad's views on Merck's game changing anti-COVID pill and whether, after an uninspiring year for US Biotech, investors should be optimistic heading into Q4 and beyond. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Redeeming Value
S3 E3: Brad Loncar on Whether Pricing Pressure is Coming in Oncology

Redeeming Value

Play Episode Listen Later Jul 14, 2021 24:33


Launch prices in oncology have been rising -- a reflection, in part, of the growing clinical power of the medicines -- raising the question whether doctors, payers and others might try to push down prices of cancer medicines. Loncar Investment's Brad Loncar joins us to lend his perspective on the issue in a conversation that touches on the rise of Chinese biotech and the question of whether insurance companies are willing or able to intervene in the oncology market. 

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#70 - Brad Loncar - Investing in Biotech, Chinese Biopharma & The Immunocology ETF

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Jul 1, 2021 76:21


Brad Loncar is a Biotechnology expert, a pioneer in Biotech investment, and the index provider for two Nasdaq-listed biotech ETFs, Loncar's Cancer Immunotherapy ETF, and the China BioPharma ETF.  Brad is CEO of Loncar Investments and has a wealth of investment experience, having started out at Franklin Templeton as part of their Management Training Program. Brad's also spent time in the US political sphere, having been appointed Senior Advisor at the U.S. Department of the Treasury, in between an Investment Directorship in the Bush-Cheney administration in 2004, and a short tenure as Director of Administration for John McCain, in 2008.  Brad currently shares his expertise on LoncarBlog.com, Nasdaq.com, and contributes opinion pieces to Endpoints News. We discuss the rampant innovation transforming a constantly evolving industry, before examining Loncar's two unique ETFs. We finish the interview by looking ahead, where Brad highlights his favourite innovations at the cutting-edge of Biotechnology. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

TD Ameritrade Network
The Impact Of Biogen Alzheimer's Drug FDA Approval

TD Ameritrade Network

Play Episode Listen Later Jun 16, 2021 6:07


The FDA has approved Biogen's (BIIB) Alzheimer's drug. Brad Loncar, CEO of Loncar Investments, talks about the impact of the Biogen drug approval as well as the recent activity in the health care sector. He also discusses how Biogen's treatment compares to others in the pipeline and what he believes is the next catalyst in the health care sector. Tune in to find out more.

I AM BIO
We Can and Must SHARE Vaccines with the Globe

I AM BIO

Play Episode Listen Later May 24, 2021 22:23


As the good news about the decline of COVID infections in the US continues to reverberate, the threat of the pandemic still looms globally. “Nobody is safe until everybody is safe.” Sharing life-saving vaccines around the world as quickly as possible defies a simple solution. This episode explores the recommendations and best solutions to address global distribution challenges and questions a simplistic proposal offered by some countries to the World Health Organization: waiving Intellectual Property rights for the vaccines. Will the waiver of these protections threaten to undermine the very system that produced life-saving science in the first place? 

TD Ameritrade Network
Why MacroGenics (MGNX), Coherus BioSciences (CHRS) Should Be On Your Biotech Radar

TD Ameritrade Network

Play Episode Listen Later May 12, 2021 6:29


Brad Loncar discusses the broader outlook for the biotech sector, on what he calls one of the best days he has seen "in ages". Two of his stocks to watch within the sector are MacroGenics and Coherus BioSciences, and he talks through some of the opportunities that lay ahead in these two names.

TD Ameritrade Network
Outlook For Biotech Sector

TD Ameritrade Network

Play Episode Listen Later Apr 9, 2021 5:33


Brad Loncar says that some of the headwinds facing the biotech sector are FTC scrutiny of mergers, drug pricing legislation, strict FDA reviews, and rising interest rates. He recommends that investors look to diversify biotech investing outside of the U.S.

TD Ameritrade Network
Outlook for the Biotech Sector

TD Ameritrade Network

Play Episode Listen Later Mar 3, 2021 6:20


Brad Loncar says that long-term investors need to look for companies trying to solve big problems like making gene therapies safer or making drugs more affordable. His stock to watch is Magenta Therapeutics (MGTA).

TD Ameritrade Network
Biotech Stocks Outlook

TD Ameritrade Network

Play Episode Listen Later Jan 29, 2021 7:54


Brad Loncar weighs in on JNJ, MRNA, PFE, VRTX, IBB, XBI, SRNE, and VIR. He says that investors should be skeptical of biotech companies that suddenly announce clinical trial news as these stocks will eventually be valued on the fundamentals.

TD Ameritrade Network
Brad Loncar's Biotech Takeaways

TD Ameritrade Network

Play Episode Listen Later Jan 13, 2021 12:11


Brad Loncar weighs in on Eli Lilly's (LLY) experimental Alzheimer's drug meeting primary endpoint of a small trial study. Also, the biggest deal at the JPM Conference was Beigene (BGNE) licensing a PD-1 cancer drug Tislelizumab.

TD Ameritrade Network
The Race for a Covid-19 Vaccine

TD Ameritrade Network

Play Episode Listen Later Dec 1, 2020 7:47


Brad Loncar weighs in on Moderna's (MRNA) Covid-19 vaccine candidate showing about 94% efficacy, in addition to the approval of Pfizer (PFE) and Biontech (BNTX) vaccine in the U.K. this week.

TD Ameritrade Network
Pfizer And Covid-19 Vaccine Stocks

TD Ameritrade Network

Play Episode Listen Later Nov 9, 2020 8:33


Brad Loncar breaks down the news of Pfizer's vaccine including the efficacy and its potential availability. He also discusses other leaders in a vaccine creation.

TD Ameritrade Network
The Impact Of LLY Drug Treatment On Fight Against Covid-19

TD Ameritrade Network

Play Episode Listen Later Oct 8, 2020 6:32


Brad Loncar says LLY seeking emergency use authorization for Covid-19 antibody treatment is one of the best pieces of news to emerge since the fight against the virus began.

Marco Montemagno - Il Podcast
Biotech and Covid: when will a coronavirus vaccine be ready? A conversation with Brad Loncar

Marco Montemagno - Il Podcast

Play Episode Listen Later Sep 25, 2020 54:03


Biotech and Covid: when will a coronavirus vaccine be ready? A conversation with Brad Loncar

Marco Montemagno - Il Podcast
Biotech and Covid: when will a coronavirus vaccine be ready? A conversation with Brad Loncar

Marco Montemagno - Il Podcast

Play Episode Listen Later Sep 25, 2020 54:03


Biotech and Covid: when will a coronavirus vaccine be ready? A conversation with Brad Loncar

TD Ameritrade Network
AstraZeneca's Covid-19 Vaccine Trial Pause

TD Ameritrade Network

Play Episode Listen Later Sep 9, 2020 8:00


“These trials can fail. There's going to be some unexpected twists and turns here and you need to be ready for that as an investor.” Brad Loncar assesses how to play the biotech space after news breaks of AstraZeneca pausing vaccine trials.

ETF Prime
Biotech Expert Brad Loncar Goes In-Depth on Coronavirus Treatments & Vaccines

ETF Prime

Play Episode Listen Later Mar 24, 2020


Biotech expert Brad Loncar explains why COVID-19 should be taken seriously and goes in-depth on the companies rapidly developing treatments and vaccines.  ETF.com’s Drew Voros highlights ETF flows and discusses the Fed’s decision to purchase investment grade corporate bond ETFs.

Matt McCall's Moneyline
The Future of Health Care Investing and a 100X Opportunity

Matt McCall's Moneyline

Play Episode Listen Later Sep 20, 2019 17:32


Matt discusses one of his favorite long-term investment opportunities of a lifetime - Chinese Biotech. Brad Loncar of Loncar Investments joins Matt to talk about the booming biotech sector in China. Brad is the creator of the index that the China BioPharma ETF (CHNA) tracks. Brad shares his thoughts on a few stocks in the ETF and why he is so bullish on the sector. Matt also delves into the genetic testing sector and how it is the keystone to the future of health care.

P&L With Paul Sweeney and Lisa Abramowicz
Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 16, 2019 31:31


John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and why GE left itself open to Markopolos' critique. Brad Loncar, CEO of Loncar Investments, on why investors should be looking at China biotech. David Katz, President and CIO of Matrix Asset Advisors, on why he's buying the dip. Hosted by Lisa Abramowicz and Paul Sweeney.

Industry Focus
Healthcare: Investor Brad Loncar Breaks Down ASCO 2019's Winners and Loser

Industry Focus

Play Episode Listen Later Jun 12, 2019 37:03


Earlier this month, industry watchers gathered at the annual American Society of Clinical Oncology (ASCO) conference to discuss the latest research in the battle against cancer. In today's show, biotech investing expert Brad Loncar shares his key takeaways from the event, including must-hear insight into programs underway at Iovance Biotherapeutics, MacroGenics, and the biotech unicorn, Grail. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter

Asia Healthcare Podcast
#001 - Brad Loncar, CEO of Loncar Investments

Asia Healthcare Podcast

Play Episode Listen Later Apr 8, 2019 44:58


In this first episode, I sat down with Brad Loncar to talk about the China biotech sector and more: - How did Brad get into biotech investing? - What are the differences between the U.S. and China biotech sector? How will HKEx and Shanghai's tech board reshape the IPO market? - How will China's drug pricing reforms impact global drug prices? - What is the 4+7 procurement pilot program? Are Chinese pharmas shifting towards innovation? - How will the ongoing trade war impact the industry? What is Brad's long term outlook for China biotech?

china chinese shanghai ipo hkex brad loncar loncar investments
Industry Focus
Healthcare: An Interview With Brad Loncar, CEO of Loncar Investments, on China’s Biotech Revolution

Industry Focus

Play Episode Listen Later Mar 13, 2019 31:57


In this week’s episode of Industry Focus: Healthcare, Shannon Jones and special guest Simon Erickson, sit down with Brad Loncar, CEO of Loncar Investments, to discuss China’s biotech revolution. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter

P&L With Paul Sweeney and Lisa Abramowicz
We Have All The Elements Of EM Contagion: Bill Rhodes

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 6, 2018 30:35


"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House.  Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians have learned how to dominate social media.  Brad Loncar, CEO of Loncar investments, on creating an ETF to track China's growing biotech space. Hosted by Pimm Fox and Lisa Abramowicz.

The Bio Report
The Year in Immuno-Oncology and What to Watch in 2018

The Bio Report

Play Episode Listen Later Dec 21, 2017 38:23


It's that time of year when we begin to look back and think ahead. Starting with this week's interview, we begin a three-part review-preview series to discuss the year in biotech and what to look for in 2018. In 2017, there were exciting developments in the area of immune-oncology with the approval of the first Car-T therapies and Gilead's acquisition of Kite Pharma. As the year approached the finish line, investors got to view data from a range of studies at the American Society of Hematology meeting in Atlanta, setting the stage for 2018 when data from studies looking at combinations of immunotherapies will be closely watched. We spoke to Brad Loncar, CEO of Loncar investments, about the state of immunotherapies, what caught his attention at the ASH meeting, and what he'll be watching in 2018.

Money Tree Investing
MTI077: Biotech Sector Investing with Brad Loncar

Money Tree Investing

Play Episode Listen Later Mar 11, 2016 41:31


Biotechnology has been the stock market’s best performing sector over the last 4-5 years, according to Brad Loncer, a private investor with a biotech focus. Cancer immunotherapy caught his attention. It is a treatment that uses your body’s own immune Read more › The post MTI077: Biotech Sector Investing with Brad Loncar appeared first on Money Tree Investing Podcast.

The Bio Report
Immunotherapies ETF Lets Biotech Investors Bet on Emerging Sector

The Bio Report

Play Episode Listen Later Oct 22, 2015 20:44


A new class of immunotherapies is promising to radically alter the treatment of cancers and has generated excitement among investors for their groundbreaking potential. Now the Loncar Cancer Immunotherapy ETF provides a way for investors to bet on the sector through an exchange traded fund that consists of both Big Pharma and emerging growth biotechs leading the sector. We spoke to Brad Loncar, CEO of Loncar Investments and creator of the ETF, about the fund, why the focus on this narrow slice of the biotech world, and why he thinks immunotherapies will dramatically reshape cancer care in the years ahead.