Podcasts about xbi

On this week's episode, Daphne Zohar, Bruce Booth, Sam Fazeli, Brian Skorney, Yaron Werber, and Eric Schmidt kick off with market updates, noting that the XBI is showing signs of a sustainable recovery after years of underperformance and highlighting that the IPO market is likely closed for the remainder of the year, but note optimism for early 2026. In deal news, Novartis' $12B acquisition of Avidity is spotlighted as an unprecedented move for a company yet to read out Phase 3 data. The co-hosts also speculate on what this acquisition could mean for Dyne Therapeutics, has a similar RNA-based pipeline in rare muscle disease. Next, Daphne highlights that some of the biggest M&A deals of the year have come from women-led companies - including Avidity. The conversation then shifts to Novo Nordisk's surprise $9Bbid for Metsera, which challenges Pfizer's existing $7.3B deal and raises questions about Novo's intentions. In policy news, manufacturing issues at Novo's Catalent Indiana facility and the impact on the sector are mentioned. The episode concludes with a group discussion around Bruce's lessons from his 20 years in early-stage biotech. *This episode aired on October 31, 2025.

During Episode 30 of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2025 Q3 Report: Global Trends in Biopharma Transactions Report, covering capital markets, strategic deals, and regional trends.  Market Overview: Q3 signaled a cautious biotech recovery. Valuations rebounded, the XBI topped 100 for the first time since 2022, and the number of companies trading below cash hit multi-year lows. Investor sentiment shifted from survival to selective growth amid improving macro stability and risk tolerance. Strategic Transactions: Licensing held steady with renewed interest in early-stage programs and back-loaded structures (upfronts

In this pre-market Daily Editorial, we welcome back Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network. Joel takes a step back from the recent surge in gold and silver to focus on the broader U.S. equity markets - where rising volatility and falling yields are hinting at a potential shift beneath the surface. Key Discussion Points: Rising VIX and market nerves - The VIX has climbed above 20, signaling growing unease even as indexes remain flat. Joel explains why this feels more like a “nervous market” than the start of a full correction. Rates are dropping - good or bad? - With the 10-year Treasury near yearly lows, Joel questions whether falling yields reflect optimism or an early warning of slower growth ahead. Sector rotation themes - Momentum in the Magnificent Seven is fading, while small-caps (IWM) and biotech (XBI) show strength. Joel outlines where money may be rotating and how interest rate sensitivity is driving trades. Earnings season tone - Early results from banks and airlines show mixed signals. Joel highlights how upcoming mega-cap tech earnings will be key to gauging market sentiment and valuations. AI and spending boom - Massive corporate investment in AI continues to prop up GDP numbers, but Joel questions sustainability - suggesting investors look instead at infrastructure and data-center beneficiaries. Opportunities abroad and in lagging sectors - From European ETFs (EFA) to housing and biotech, Joel identifies areas that may offer better entry points as U.S. markets consolidate. Joel also shares how he's navigating this environment - why he sees the market as “nervous, not broken,” and what signals would confirm a deeper shift in sentiment.   Click here to visit Joel's PreMarket Prep website: https://www.premarketprep.com/ Click here to visit the Stock Trader Network: https://www.stocktradernetwork.com/   ----------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

On this week's episode, Paul Matteis, John Maraganore, Eric Schmidt, and Graig Suvannavejh open with a look at biotech market sentiment, which has notably strengthened amid steady M&A and successful drug launches. The XBI is also up over 40% in six months, signaling optimism that the long “biotech winter” may be ending. While cautious, the co-hosts agree the recovery feels sustainable. The group then discussed the IPO and private financing landscape, noting a more mature crop of companies could drive strong IPOs in 2026. On the regulatory front, the co-hosts discussed the FDA's announcement of nine voucher recipients under the new Commissioner's National Priority Voucher (CNPV) pilot program. President Trump's comments on reducing GLP-1 pricing were also noted. In M&A, BioCryst's ~$700B acquisition of Astria Therapeutics was seen as a healthy sign of industry consolidation. The FDA's OAI letter to Novo Nordiskalso has implications for Scholar Rock and Regeneron. In data news, Praxis' positive essential tremor results were highlighted as a win in the CNS space, showing strong data can drive meaningful raises. Next, John recapped his STAT Summit panel with Chris Viehbacher and Emma Walmsley on the hurdles the pharma industry has faced and the next decade ahead. Bicara Therapeutics' breakthrough therapy designation in head and neck cancer was another sentiment boost. The group also previewed Alector's upcoming Phase 3 readout in frontotemporal dementia. The episode closed with excitement heading into ESMO this weekend. *This episode aired on October 17, 2025.

On this week's episode, Tess Cameron, Brian Skorney, Sam Fazeli, Yaron Werber, and Luba Greenwood, kick off with a pop quiz on the last time the $XBI hit 105 (spoiler, it was 2021) driven by recent positive news. The co-hosts highlight a steady rate of M&A activity, including Novo Nordisk's acquisition of Akero Therapeutics highlighting continued interest in metabolic conditions and BMS' acquisition of Orbital Therapeutics reflecting growing momentum around in vivo CAR-T delivery platforms. The LB Pharma and MapLight IPOs are also mentioned. The conversation shifts to AI pharma deals, spotlighting AstraZeneca's partnership with Algen Biotechnologies and Sanofi's collaboration with BenchSci, both designed to accelerate discovery and target identification. In other financing news, the co-hosts cover Nilo Therapeutics' $101 million Series A financing and the debut of Ascenta's $325 million biotech fund. In data news, the group covers Arcus' HIF-2a monotherapy data in kidney cancer, Dyne Therapeutics' encouraging results in DM1, and Ionis' pipeline and platform updates presented at its Innovation Day. The episode concludes with Lexeo Therapeutics' regulatory updates for its Freidreich's ataxis gene therapy and discussion on Peter Marks' transition from the head of CBER to Eli Lilly, noting the pharma-agency “revolving door.” *This episode aired on October 10, 2025.

On this week's episode, Eric Schimidt, Sam Fazeli, Brian Skorney, Yaron Werber, and Brad Loncar open withmacro news including Pfizer's deal with the White House on U.S. drug manufacturing and pricing, which helped shelve the Most Favored Nation pricing and looming tariffs. The co-hosts agreed it was a savvy move that secured goodwillfor the industry and gave investors confidence, leading to new XBI highs. Discussion then moved to regulatory updates with the new CDER head, George Tidmarsh, stirring controversy with now-deleted LinkedIn posts criticizing surrogate endpoints. Combined with recent CRLs on CMC grounds, the group debates inconsistency at the agency and top-down decision-making that adds uncertainty for companies and investors. In M&A, Genmab's $8 billionacquisition of Merus and competitive dynamics with Bicara are mentioned, along with whether the streak of weekly biotech deals marks a broader industry trend. In data, the co-hosts discussed MoonLake's hidradenitis suppurativa data and stock moves, Larimar's Friedreich's ataxia data and stock fall, along with Enanta's RSV data and big stock reversal. The episode concludes with a look ahead as the group discusses Q4 conferences, including ESMO, and Q3 earnings risks forcertain companies. *This episode aired on October 3, 2025.

On this week's episode, Daphne Zohar, Josh Schimmer, Luba Greenwood and Matt Gline open with a look at overall market sentiment, spotlighting Stifel's bullish report on the biotech sector's nice recovery since April's “liberation day” with the XBI up over 40%, the recent wave of M&A activity, and the Biotech Winter. The co-hosts then highlight recent deals, including Roche's $3.5 billion acquisition of 89Bio and Novartis's $5.7 billion licensing agreement with Monte Rosa Therapeutics. In data news, the group overviews aTyr Pharma's Phase 3 results in pulmonary sarcoidosis, with Matt Gline sharing perspective on the therapeutic area after Roivant's similar fate. Next, long-versus-short dynamics around biotech data readouts are highlighted, along with positive data sets from Areteia and Apollo. Matt also details Roivant's positive Phase 3 results in dermatomyositis. The conversation then turns to big pharma's exodus from the UK, as several companies including Merck, AstraZeneca, and Eli Lilly scale back large investments. The co-hosts explore possible causes for the pullback, such as heavy regulation and tax incentives holding back innovation. Michal Preminger joins the discussion to share her unique insights on UK and US biotech hubs and draws attention to the Massachusetts paradox and the impact on the biopharma industry. *This episode aired on September 19, 2025

On this week's episode, Chris Garabedian, Tess Cameron, EricSchmidt, Sam Fazeli, and Brad Loncar open with a look at the market environment as biotech sees its first IPO since February -- LB Pharma -- and financings, including Maze's $150M PIPE and Rapport's $250M follow-on. The co-hosts discuss improving sentiment around rates, the $XBI, and insights from conversations at the HC Wainwright conference. Novartis' $1.4B acquisition of Tourmaline Bio and broader deal-making dynamics are also highlighted. On thepolicy front, the group examines the latest China biotech news, including a draft executive order from the Trump Administration. The co-hosts debate access, geopolitical concerns, and the FDA's slower trial-startup process. Indata news, the co-hosts examine Revolution Medicines' pancreatic cancer therapy, emerging small-cell lung cancer data from the World Conference on Lung Cancer, Summit's mixed readout and market reaction, and promising newnarcolepsy data from Takeda and Alkermes. Dianthus' positive generalized myasthenia gravis results are also highlighted. Regulatory and safety updates cover the FDA's withdrawal of Intercept's liver drug, a patient death in Capsida's gene therapy trial, Soleno's FAERS-related stock drop, SEC action on Fibrogen data manipulation, and cancellations of several FDA ad comms raising transparency questions. The episode concludes with a discussion on BridgeBio accusing Alnylam and Pfizer of aggressive tactics in the ATTR-CM market, Arena Bioworks appointing veteran Harvey Berger as CEO, and Novo Nordisk's 11% workforce reduction. *This episode aired on September 12, 2025.

On this week's episode, Grace Colón, Josh Schimmer, Sam Fazeli, Tess Cameron, Eric Schmidt, and Yaron Werber kick off with a discussion on recent policy moves including the appointment of Vinay Prasad as the director of the FDA's CBER division and nomination of Casey Means for U.S. Surgeon General, noting the impact on the XBI and uncertainty around vaccine gene therapy approvals. The group pondered what kind of regulator Prasad may be, predicting a stricter approach than his predecessor, Peter Marks. The conversation covered the shifting dynamics in vaccine approvals under the new FDA leadership, highlighting that delays like Novavax's flu combo signal heightened scrutiny, with mRNA follow-ons likely to pass under stricter labels, while new vaccines face raised efficacy bars. On the policy front, Trump's proposed “Most Favored Nation” drug pricing strategy raises alarms over a potential trillion-dollar hit to innovation and unintended consequences for U.S. drug prices. The conversation shifts to early data on Genocury's in vivo CAR-T, PTC's mixed Huntington's disease results, and Krystal's gene therapy for neuropathic keratitis. The episode concludes with a roundup of Q1 earnings results. *This episode aired on May 9, 2025.

Biotech indexes are tumbling after one of FDA's last veteran leaders was pushed out by HHS Secretary RFK Jr. and the threat of tariffs weigh on a key biotech index. On the latest BioCentury This Week podcast, BioCentury's editors discuss the factors driving down the XBI, which has now crossed into bear market territory and the latest turmoil at FDA, now that CBER Director Peter Marks has been ousted. Plus, inflammation and immunology companies are finding ways beyond precision medicine to boost responses. BioCentury's editors assess one approach — bispecific antibodies that block two inflammatory pathways instead of one.View full story: https://www.biocentury.com/article/65548800:00 - Introduction00:51 - XBI's Return to the Bear Market11:26 - Marks Ouster & Turmoil at FDA18:07 - Bispecifics for I&ITo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

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.

On this week's episode, Daphne Zohar, Paul Matteis, Brian Skorney, Tim Opler and Abe Ceesay kick off with a more optimistic yet cautious perspective that investor sentiment may be improving. The group notes positive market trends post-JPM with the XBI index rising from 86.5 to around 92 since early January. The discussion also touches on on the re-emergence of wall cross pipes and the impact on generalist investor interest. The hosts discuss the positive M&A outlook for 2025, noting Intra-Cellular's recent acquisition by J&J. Staying on the neuro theme, GH Research announced impressive data from its Phase 2b trial for a short-acting psychedelic drug for treatment-resistant depression. This extended into a discussion on the broader implications of neuropsych drug development, including the need for experienced management and the challenges of patient selection and managing high placebo responses. Other topics discussed include FDA's approval of Axsome's migraine drug, the anti-VEGF therapy competitive dynamics, Trump's tariffs, and more. This episode aired on February 7, 2025.

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.

During this episode of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2024 Q3 Report: Global Trends in Biopharma Transactions Report. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing the current state of global private and public capital markets, strategic partnerships, and M&A in the biopharma sector.   In this episode, Geoff provides valuable insights into our report, focusing on critical areas such as:   Biotech capital markets: The XBI rose 7% in Q3, outperforming the S&P 500, driven by strong clinical readouts and strategic deals, with six IPOs showing strong investor demand.  Private biotech markets: Venture financing dropped to $3.9B across 41 deals, with average deal size decreasing, while Series A and B deals led the market, showing renewed investor interest in early-stage companies.  Strategic transaction activity: Licensing deal value fell by 22%, and M&A shifted to smaller deals focusing on early clinical-stage opportunities, with global deal values remaining down.  Market outlook and advice for the months ahead: Locust Walk expects continued momentum in Q4 due to further Fed rate cuts, advises careful cash management, and foresees a stronger recovery by 2025.  We invite you to listen to our podcast and read our report and welcome the opportunity to discuss its contents with you.  Subscribe or follow Biotalk on Apple Podcasts | Spotify.   

Welcome to the latest market breakdown on the OVTLYR Trading Room channel! We're diving into some fresh trades and market trends that you won't want to miss. In this video, we're looking at how the OVTLYR system is performing with recent trades. For starters, we've got some solid gains on XBI and XLB calls, which are up by 12.5%, and Walmart, which hit a peak gain of 44%. Walmart alone saw a 43.6% gain before closing, so there's definitely some winning strategy at play here. We'll also touch on the current market signals—SPY is showing bullish vibes, while the staples sector is flipping bearish. It's crucial to adapt your trades based on these shifts, and we'll explain how to adjust your strategy accordingly. One of the highlights is the Golden Ticket Trading Strategy, which is all about turning those small gains into major wins. This strategy, straight from the OVTLYR playbook, is designed to help you find those profitable trades and minimize risks. We'll walk through the decision-making for some of the trades, like the XLF options roll from the 41 to the 42 strike, which turned out pretty well. There's also a quick review of the Halo trade and the final positions on XLB and FI. We'll wrap up with a look at new trade opportunities and how to pick the best stocks. If you're looking to up your trading game, the OVTLYR playbook is available for free at profithackingplaybook.com or in our VIP Investors Toolkit on Discord. It's packed with strategies to help you trade smarter and boost those profits. Don't forget to subscribe to the OVTLYR Trading Room channel to keep up with the latest market analyses and trading tips. Catch you in the next video! Hashtags: #StockMarketAnalysis #TradingStrategies #ProfitHacking #OVTLYR #MarketTrends #TradingSuccess #FinancialFreedom #InvestmentTips #StockTrading

On this week's episode, hosts Josh Schimmer, Sam Fazeli, Brian Skorney, Michal Preminger and Eric Schmidt kick off the show by discussing the recent growth in XBI performance. The group weighs in on IPO dynamics, hypothesizing on the influence of investors and the power of FOMO. They go on to note the success of Viking Therapeutics as they're moving into Phase 3 for their GLP-1 agonist, and what the future may hold for the weight-loss drug market. Shifting gears, the hosts raise concerns on CHMP issuing a negative opinion of Leqembi for Alzheimer's disease, signaling a shift in the relation of CHMP and FDA standards. The group also discusses PBM execs facing heat from the House Oversight Committee as well as recent rare disease news including the FDA's launch of a Rare Disease Innovation Hub. The hosts also highlight the growing success of gene therapy and close the show by discussing one of the top ten rules of engagement for biotech executives. *This episode aired on July 26, 2024.

During this episode of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our Q2 2024 Report: Global Trends in Biopharma Transactions Report. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing the current state of global private and public capital markets, strategic partnerships, and M&A in the biopharma sector. In this episode, Geoff provides valuable insights into our report, focusing on critical areas such as: Biotech capital markets: The XBI remained flat in Q2, diverging from the bullish S&P 500, with fewer IPOs but more capital for later-stage companies. Private biotech markets: Venture financing rebounded with $5.5 billion across 44 deals, though the industry is divided between companies able to raise capital and those struggling. Strategic transaction activity: M&A and licensing deal values stayed consistent with Q1, focusing on Phase 2 companies and notable ex-US acquisitions. Market outlook and advice for the months ahead: Locust Walk expects continued positive momentum, advises careful cash use, notes non-dilutive capital accessibility, and predicts gradual recovery through 2024 with a stronger 2025. We invite you to listen to our podcast and read our report and welcome the opportunity to discuss its contents with you. Subscribe or follow Biotalk on Apple Podcasts | Spotify.    Timestamps: 0:39 Deal Context, Quarter Highlights and Key Takeaways, and Future Outlook 8:31 Our Advice for the Current Market Transcription: Welcome to Biotalk. My name is Geoff Meyerson, CEO and Co-founder of Locust Walk, and you are listening to Biotalk, our podcast for biotech deal makers. This episode of Biotalk is focused on Locust Walk's 2024 Second Quarter market conditions Report, in which we apply the latest data to analyze current activities in the biopharma deal landscape. Locust Walk maintains proprietary transaction and finacning databases and each quarter our deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A activity. Deal Context, Quarter Highlights and Key Takeaways, and Future Outlook To provide some structure, I will first cover biotech capital markets, touching on both public and private market performance over the past quarter. I will then transition into strategic transaction activity, covering both M&A and licensing. Please note, the full report published on the Locust Walk website is over 60 slides, so while I will do my best to summarize, as always, I encourage you to check out the full report for additional detail. To download this report, please go to locustwalk.com and go to our “Insights” page. The XBI traded relatively flat across the second quarter, diverging meaningfully from the broader S&P 500, which saw bullish gains. Key drivers of this divergence were the XBI being more impacted by the higher-than-anticipated CPI reading in April relative to the S&P 500 and the record-breaking growth of AI/tech companies. One stunning non-biotech stat to consider: Nvidia alone accounts for more than a third of the S&P 500's gains in 2024. In terms of public fundraising, IPO activity slowed in the second quarter, with only 3 such deals. The weakened macroeconomic outlook and generally poorer performance of first-quarter IPOs reduced market demand for new companies. From my perspective, public biotech markets remain closed to all except a selection of late-stage companies with de-risked approaches, ideally accompanied by insider support and sufficient near-term news flow. Follow-on market activity also cooled from Q1, but interestingly, the average capital raised ($178M) in Q2 is up over 47% relative to the 2023 quarterly average, highlighting the accessibility of large chunks of capital for more de-risked later stage companies with strong data. Venture financing continued its rebound from Q1, with the 44 deals summing to $5.

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.

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.

On this week's Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Yaron Werber, Luba Greenwood and Dawn Bell start the show with a look at the XBI and M&A activity from the week, including multiple deals topping over $1 billion. The hosts highlight a few of these big transactions, including Biogen acquiring Hi-Bio for $1.15 billion, Merck acquiring Eyebio for $1.3 billion, J&J buying Yellow Jersey for $1.25 billion, and Novartis buying out Mariana for $1 billion, among others. With private acquisitions in the spotlight, the group digs into some of the high caliber private companies emerging in biotech. The group also covers data updates and related stock price reactions from Summit (the company's shares tripled after cancer treatment data), Insmed (shares rocketed following Phase 3 trial results for the company's experimental airway disease drug), Biohaven (its protein-degrader drug falls short of investor expectations), and Roivant's update on FcRn development plans. In a lively discussion, the hosts share varying viewpoints on whether a CEO should respond or comment to criticism on social media, plus they look ahead to ASCO, and more. This episode aired on May 31, 2024.

During this episode of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2024 Q1 Report: Global Trends in Biopharma Transactions Report. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing the current state of global private and public capital markets, strategic partnerships, and M&A in the biopharma sector.   In this episode, Geoff provides valuable insights into our report, focusing on critical areas such as:   Biotech capital markets: Highlighting XBI's recovery, strong market indicators, and increased PIPE activity since Q2 2023.  Private biotech markets: Saw the second-best deal quarter since 2021, yet activity remains flat compared to 2021's robust fundraising  Strategic transaction activity: Observing big pharma's large acquisitions, with US M&A lower than Q4 while EU firms showed strong activity.  Market outlook and advice for the months ahead.  We invite you to listen to our podcast and read our report and welcome the opportunity to discuss its contents with you. Subscribe or follow Biotalk on Apple Podcasts | Spotify.    Timestamps: 0:36 Deal Context, Quarter Highlights and Key Takeaways, and Future Outlook 6:23 Our Advice for the Current Market Transcription: Welcome to Biotalk. My name is Geoff Meyerson, CEO and Co-founder of Locust Walk, and you are listening to Biotalk, our podcast for biotech deal makers. This episode of Biotalk is focused on Locust Walk's 2024 First Quarter market conditions Report, in which we apply the latest data to analyze current activities in the biopharma deal landscape. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A activity. Deal Context, Quarter Highlights and Key Takeaways, and Future Outlook To provide some structure, I will first cover biotech capital markets, touching on both public and private market performance over the past year. I will then transition into strategic transaction activity, covering both M&A and licensing. Please note, the full report published on the Locust Walk website is over 60 slides, so while I will do my best to summarize, as always, I encourage you to check out the full report for additional detail. To download this report, please go to locustwalk.com and go to our “Insights” page. Q1 of this year continued last quarter's recovery of the XBI and saw a sharp upswing at the end of February on the heels of multiple positive data readouts. The XBI has since normalized but ended Q1 above prior 2023 highs. In support of this positive momentum, we saw several strong indicators of a potential recovery for the public biotech markets. Q1 saw an increase in follow-on offering's volume and deal size (up $8.1B from $3.5B in Q4'23), and a meaningful increase in PIPE volume and size (up $2.6B from $1.7B in Q4'23). We're seeing a trend of increasing PIPE activity that started in Q2 2023, reflecting companies' preference to reduce financing risk by securing capital prior to data announcements, despite the cost of providing less favorable terms. For example, Avidity raised a $400M PIPE, a week before they announced positive data from their Phase 1/2 trial for their lead asset. IPO volume also doubled from Q4, which is positive, although there has been limited activity after the first half of Q1 and the companies going public largely remain limited to later-stage companies. I believe the IPO window is still relatively shut and the public market for early-stage companies will remain challenging, with the two preclinical IPOs, Metagenomi and Fractyl Health, struggling to perform already. To a lesser degree, the private US biotech markets saw some recovery in Q1 with 15 rounds >$100M, the second-best quarter in aggregate deal value since 2021, and nearing the 2023 peak seen in Q3. Overall, activity is still relatively flat when compared to the robust fund...

In this episode, Geoff provides valuable insights into our report, focusing on critical areas such as: Biotech capital markets: XBI performance and IPO volume Private biotech markets: Financing deal value and volume remained flat Strategic transaction activity: Q4 marked a surge in multi-billion-dollar acquisitions Market outlook and advice for the year ahead We invite you to listen to our podcast and download our report for the Insights page and welcome the opportunity to discuss its contents with you.   Timestamps: Deal Context: 0:37 Our Advice for the Current Market: 6:11 Transcription: Welcome to Biotalk. My name is Geoff Meyerson, CEO and Co-founder of Locust Walk, and you are listening to Biotalk, our podcast for biotech deal makers. This episode of Biotalk is focused on Locust Walk's 2023 Year-In-Review market conditions Report, in which we apply the latest data to analyze current activities in the biopharma deal landscape. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A activity. Deal Context, Quarter Highlights and Key Takeaways, and Future Outlook In the next few minutes, I will provide dealmaking context, highlight events that have had a critical impact on the biotech industry, and provide our outlook for the future along with our advice on how you can survive as a biotech dealmaker. To provide some structure, I will first cover biotech capital markets, touching on both public and private market performance over the past year.  I will then transition into strategic transaction activity, covering both M&A and licensing. Please note, the full report published on the Locust Walk website is over 60 slides, so while I will do my best to summarize, as always I encourage you to check out the full report for additional detail. To download this report, please go to locustwalk.com and go to our “Insights” page. As the listener of a biotech podcast, you may well know that this has been a relatively challenging year for the XBI until the middle of the 4th quarter. The index traded below end-of-year 2022 levels for much of the year, but in spite of this, finished up 8% due to a remarkable 4Q rebound. Digging in a little deeper, concurrent with this upswing, Q4 saw a significant uptick in total follow-on offering volume and size (up to $3.5B from $1.4B in Q3), as well as PIPE volume and size (up to $1.7B from $600M). Although IPO volume in the 4th quarter dropped from Q3 levels, annual IPO volume increase 30% from 2022 levels. Performance for IPO, follow-on, and PIPE offerings in Q4 was also generally positive in line with market performance. While all these indicators suggest the beginnings of a gradual thaw for biotech public markets, biotech public investors will be hoping Punxsutawney Phil does not see his shadow come February, heralding another XBI downturn, as was the case in 2023. Unfortunately, winter continued through 2023 for biotech private markets. Overall private financing deal value and volume in 2023 remained relatively flat with the depressed levels observed in 2022. Financing activity continues to be increasingly dominated by clinical stage opportunities, with deal value attributed to these deals increasing from 38% in 2021 to 58% in 2023. Interestingly, the distribution of Series rounds has remained relatively consistent over this period, suggesting that the bar for each financing round stage has risen somewhat uniformly across this period. The general malaise in biotech private financing markets also extended to European and Asian geographies, where 2023 levels remained about on par with 2022, and well below levels observed in the prior bull market cycle. In terms of strategic transaction activity, the string of multi-billion-dollar acquisitions by big pharma in Q4 was the catalyst many of us have been hoping to see for so...

Small caps lagged last year. Is this a buying opportunity? (1:15) - Is 2024 The Year For Small Cap Stocks? (11:30) - Are Biotech Stocks A Good Way To Gain Exposure To Small Caps? (22:15) - How To Find Strong Small Cap Stocks For Your Portfolio? (37:30) - Episode Roundup: IWM, IBB, XBI, BALY, MODG, FNKO, IIPR, DFIN Podcast@Zacks.com

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

On this week's episode of Biotech Hangout, Josh Schimmer, Tim Opler, Chris Garabedian, Dawn Bell and guest host Eric Schmidt, Biotech Analyst, discuss the latest industry news. They cover the JPM year in review, XBI performance, plus Abbvie's acquisition of Cerevel and the implications for Karuna. They also discuss a big GLP-1 deal from Roche and Carmot, the AstraZeneca/ IRA case and EV negative biotechs. They also talk about three big investors days from J&J, Sanofi and Neurocrine Biosciences, plus CVS's update on how they will cover drugs, Eyepoint Pharmaceutical's wet AMD data and much more. *This episode aired on December 8, 2023

Radiopharmaceuticals have experienced a resurgence over the past decade, with a series of approvals, billion-dollar deals and growing sales. On the latest BioCentury This Week podcast, Director of Biopharma Intelligence Karen Tkach Tuzman previews her upcoming analysis of the space, discussing the multidimensional nature of the technology's evolution, and the field's next-wave targets behind PSMA and SSTR2. BioCentury's editors also discuss the legacies of two U.S. lawmakers who won't stand for re-election, Reps. Anna Eshoo (D-Calif.) and Michael Burgess (R-Texas); the latest move by BioNTech to grow its global footprint; and the November rise in the XBI.Music for the 24th Bio€quity Europe promo produced by:Thomas de Paula Eby, Andreas Unge, Epidemic Sound via Getty Images

During this episode of Biotalk, Geoff Meyerson, CEO of Locust Walk, delves into our 2023 Q3 Report: Global Trends in Biopharma Transactions Report. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing the current state of global private and public capital markets, strategic partnerships, and M&A in the biopharma sector.  In this episode, Geoff provides valuable insights into our report, focusing on critical areas such as:  The underwhelming performance of public biotech markets  The impact of high-interest rates on biotech companies' capital-raising endeavors  The trends of stagnant licensing deals, M&A volume, and deal sizes  Advice for the current market and future outlook   We invite you to listen to our podcast and download our report for the Insights page and welcome the opportunity to discuss its contents with you.   Timestamps: Deal Context: 0:58 Future Outlook: 8:50 Our Best Advice for the Current Market: 11:32 Transcription: Welcome to Biotalk. My name is Geoff Meyerson, CEO and Co-founder of Locust Walk, and you are listening to Biotalk, our podcast for biotech deal makers. This episode of Biotalk is focused on Locust Walk's 2023 Third Quarter market conditions Report, in which we apply the latest data to analyze current activities in the biopharma deal landscape. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A activity. Our report covers key takeaways for the sector across US, Europe and Asia geographies for a comprehensive view of biotech dealmaking We invite you to review our report and hope you will find it useful in your business To download this report, please go to locustwalk.com and go to our “Insights” page. As always Locust Walk is happy to speak with you further if you have any questions about our views or if we can be helpful to guide your organization through the current market environment. Deal Context In the next few minutes, I will provide dealmaking context, highlight events that have made a critical impact on the biotech industry, and provide our outlook for the future and our best advice on how you can survive as a biotech deal maker. Jumping right in, public markets has shown poor performance through the third quarter, with the XBI showcasing a decrease in value, down by ~12% since the end of the second quarter This drop brings the XBI back to its position at the end of Q1 2023, with it dropping by 8 percent over the last twelve months, underperforming the S&P which has been up 20 percent over the same period, a staggering 28 percent underperformance. The number of companies trading below cash has increased from June where there was 165 companies, compared to the end of September where there is 196 companies trading below cash. That number is approaching the all time high and is significantly higher than the average of about 25 companies trading below cash, that was seen before the pandemic. The decrease in the XBI is most likely driven by current poor macroeconomic headwinds specifically a high interest rate environment that makes it difficult for biotech companies trading below cash to raise capital Licensing deal flow this quarter was stagnant with the same number of deals as Q2, with average licensing deal value slightly down by 9% from Q2 In contrast to previous quarters, partners are taking a shorter-term view towards licensing deals with a drop in investment in early-stage discovery/pre-clinical assets across modalities and indications, but instead are focusing on assets with Phase 2 data across modalities. However, of the high-profile deals that exceeded $1B in total size, the majority (73%) still involved preclinical/discovery assets and are highly milestone driven; indicating some remaining preference for long-term,

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

On this week's Biotech Hangout, guest Matt Gline, CEO of Roivant, joins hosts Daphne Zohar, Tim Opler, Mike Yee and Yaron Werber to discuss recent Phase 1 data from Immunovant, part of the Roivant family of companies & Igg degraders broadly (BHVN & ARGX). The hosts also cover biotech sentiment, M&A and the state of the XBI. They discuss BridgeBio PIPE funding, Alfasigma acquires Intercept Pharmaceuticals, setbacks for two CD47s (Abbvie and Gilead) and Morphic Therapeutic's controversy. Other topics of discussion include Apellis Favus short report, and Bristol Myers Squibb and AstraZeneca drug pricing negotiations. *This episode aired on September 29, 2023*

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

(Airdate 09/08) In this episode I discussed the turbulent history between Africa and France and how the value of Francs is dictated by France regardless of what's going on in the global economy. I also discussed that several former French colonies in Africa still pay a colonial tax. I shared today's crypto & blockchain news including the latest news about XRP Ripple & XBI's adoption announcement.. Please share this week's important shows with Family & Friends. Please visit AheadOfTheCryptoCurve.com

During this episode of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2023 Q2 Report: Global Trends in Biopharma Transactions Report. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets, strategic partnering, and M&A. To download this report, please go to locustwalk.com and go to our “Insights” page. We are happy to speak with your team if you have questions about our views or if we can provide any perspective or guidance to your organization. Timestamps: Deal Context: 1:12 Future Outlook: 6:00 Our Best Advice for the Current Market: 7:13 Transcription: Welcome to Biotalk. My name is Geoff Meyerson, CEO and Co-founder of Locust Walk, and you are listening to Biotalk, our podcast for biotech deal makers. This episode of Biotalk is focused on Locust Walk's 2023 Second Quarter market conditions Report, in which we apply the latest data to analyze current activities in the biopharma deal landscape. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A activity. Our report covers key takeaways for the sector across US, Europe and Asia geographies for a comprehensive view of biotech deal making. We invite you to review our report and hope you will find it useful in your business. To download this report, please go to locustwalk.com and go to our “Insights” page. As always Locust Walk is happy to speak with you further if you have any questions about our views or if we can be helpful to guide your organization through the current market environment. Deal Context, Quarter Highlights and Key Takeaways, and Future Outlook In the next few minutes, I will provide dealmaking context, highlight events that have made a critical impact on the biotech industry, and provide our outlook for the future and our best advice on how you can survive as a biotech deal maker. To provide deal context (Jumping right in) Jumping right in, public markets have shown some signs of stabilization this quarter, with the XBI exhibiting a slight rebound, up by ~8% since the end of the first quarter Nevertheless, this correction brings the XBI back to its position at the start of 2023, and it remains up only 9 percent over the last twelve months, underperforming the S&P  which has been up 16 percent over the same period The number of companies trading below cash has come down from March (212 companies in March, compared to 165 companies in June), but the figure remains significantly elevated and we've largely retraced levels seen at the beginning of the year, which were high relative to historical trends Additionally, the gradual revival of the XBI is driven by a chain of positive licensing deal flow this quarter, with average aggregate licensing deal value up 20% from Q1, to $705M Notably this rise in deal value is accompanied by a 40% decline in deal volume, reflecting the shift towards fewer deals and larger bets In contrast, the venture market which has favored later-stage assets, licensing deals indicate that partners are taking a longer-term view with significant investments in discovery/pre-clinical assets across modalities and indications. This might sound counterintuitive based upon things that we are hearing, but the data doesn't lie and we are still finding early deals being done. M&A dealmaking has been more moderate with an average deal size of $1.5B, which is less than half of the $3.9B in average deal size last from last quarter; keeping the value even this high is largely driven by the Merck / Prometheus deal, and without this deal, quarterly M&A would have fallen in line with the two lowest quarters for deal value in 2022 and average value. Importantly though, 20 deals were completed compared to 13 deals in the first quarter.

If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China's effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd

Is it all bad news in the bear market? Not necessarily. After a tumultuous couple of years, many biotechs are looking for signs of improvement in 2023. After all, the biotech sector felt the market pain acutely, particularly over the last 18 months: 2022 marked the longest period of net negative performance for biotech stocks, with the SPDR S&P Biotech ETF XBI extending net losses over a 70-week period.  But things are looking up: the XBI was 7% up in January of this year, and investor sentiment seems to be improving. Biotechs can look forward to some upward momentum if they take the right strategic steps now. In this podcast, Sara Michelmore and Karen Sharma from MacDougall Advisors share what biotechs can do to position themselves for this market swing. See omnystudio.com/listener for privacy information.

Stretávame sa s nimi všade, no ich prítomnosť si takmer neuvedomujeme. Reč je o baktériách, ktoré v sebe skrývajú mnohé neprebádané možnosti. Doposiaľ sú zmapované asi len dve percentá zo všetkých existujúcich baktérií a nájdeme ich aj na miestach, na ktorých by sme ich nečakali. Verejnosť často vníma baktérie negatívne, ako organizmy, ktorými sa môžu ľudia nakaziť a ktoré môžu vyvolať choroby. Pravda je však taká, že život na Zemi existuje predovšetkým vďaka baktériám. V súčasnosti sú baktérie aj kľúčom k liečbe rôznych ochorení. Život baktérií, ich mechanizmus delenia a budovanie odolnosti proti vonkajším vplyvom je fascinujúci a ponúka vede nové možnosti, o ktorých sme sa v podcaste Veda na dosah porozprávali s molekulárnym mikrobiológom doktorom Imrichom Barákom z Ústavu molekulárnej biológie Slovenskej akadémie vied. Dozviete sa o bunkových procesoch, o tom, kde všade sa baktérie nachádzajú, ale aj tom, že väčšina z nich neškodí, práve naopak, pomáha. Baktérie sú dnes dôležitými producentmi rôznych proteínov a látok v biotechnológiách a zároveň sú kľúčové pri výrobe mnohých liekov. RNDr. Imrich Barák, DrSc., je vedúcim Oddelenia mikrobiálnej genetiky Ústavu molekulárnej biológie Slovenskej akadémie vied. Absolvoval viacero stáží na University of Georgia v USA, na University of York a na Oxford University v Spojenom kráľovstve, bol hosťujúcim profesorom na Univerzite v Cagliari v Taliansku a na EPFL vo Švajčiarsku. Dlhodobo sa zapája do európskeho výskumu, kde reprezentuje slovenskú vedu aj ako člen Riadiaceho výboru európskej organizácie Bacell, ktorá spája základný a aplikovaný výskum v Európe v oblasti štúdia a využitia modelového organizmu Bacillus subtilis. Je členom Správnej rady konzorcií SFX a XBI v európskom zariadení XFEL (X-ray Free Electron Laser) v Hamburgu. V roku 2001 mu udelili cenu Vedec roka SR, v roku 2016 sa stal Osobnosťou vedy a techniky v rámci ocenenia Cena za vedu a techniku, v roku 2020 získal Cenu dr. Ludmily Sedlárovej-Rabanovej, v minulom roku bol laureátom ocenenia ESET Science Award v kategórii Výnimočná osobnosť slovenskej vedy a stal sa aj Vedcom roka SR 2020.

Our first Biotalk podcast is focused on Locust Walk's 2022 year-in-review market conditions, which was released the first day of JPMorgan and rapidly accumulated over 500 downloads. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A. We wanted to share some insights into the report and discuss key trends, opportunities and predictions for the industry in 2023.  To download this report, please go to locustwalk.com and go to our “Insights” page.  As always Locust Walk is happy to speak with you further if you have any questions about our views or if we can be helpful to guide your organization through the current market environment. Timestamps: Recap of How We Got Here: 1:03 Key Trends for Biotech Management Teams to Monitor: 4:36 Locust Walk Expectations for 2023 Biotech Market: 6:01 Signals of Market Recovery to Watch For: 9:45 How to be Successful in This Market: 11:19 Transcription: Welcome to Biotalk. My name is Geoff Meyerson, CEO and Co-founder of Locust Walk, and you are listening to Biotalk, our new podcast for biotech deal makers. Our first Biotalk podcast is focused on Locust Walk's 2022 year-in-review market conditions, which was released the first day of JPMorgan and rapidly accumulated over 500 downloads. Each quarter, Locust Walk's deal team compiles key statistics and trends showcasing what is happening in the global private and public capital markets and strategic partnering and M&A activity. We wanted to share some insights into the report and discuss key trends, opportunities and predictions for the industry in 2023.  To download this report, please go to locustwalk.com and go to our “Insights” page.  As always Locust Walk is happy to speak with you further if you have any questions about our views or if we can be helpful to guide your organization through the current market environment. It's important to review recent history to provide context for the path ahead.  The industry became victim of its own success Easy monetary policy with 0% and even negative interest rates in the US and major economies coupled with the success of COVID vaccine development and the intense focus on the biopharma industry to save the world led to a massive wave of biopharma fundraising and industry expansion Starting February 2021, a mere 2 months after the first COVID vaccine approval, the balloon started to deflate with the gradual decline in the XBI and gradual reduction in financings although still occurring at a frenetic pace. In retrospect it is fascinating that the public market was declining yet the volume remaining amazingly high for crossovers, IPOs, and follow-ons.  During the 2020 and 2021 boom and from before COVID, way too many companies were created, too much private capital was invested and way too many companies went public leading to an explosion in number of publicly traded biotechs 2022 was a perfect storm of events occurring all at once leading to the first time in memory where macro political and macroeconomics took over control of the industry direction. Over these 12 months the continued aftershocks from COVID and the industry resetting because of too much company supply and too little capital availability created an accelerating negativity to the environment.  The Fed hiked rates 4.25% through the course of 2022 in response to the fastest inflation in 40 years, which led to a risk off environment from investors 2022 the XBI fell 25% on the year and 48% since its February 19, 2021 high. IPO issuances stood at only 9 companies compared to 92 in 2021 Companies both public and private have been forced to prioritize their portfolios, focusing on their most advanced viable assets and unfortunately downsize their teams. A consequence of this contraction in pipelines and employment is greater capital efficiency and return on inve...

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Welcome Today's Guest - Crazy Lui Gaming - Co-Host of the XBOX INTERNATIONAL Podcast. XBI is a gaming show that breaks down the biggest news in gaming each week. We talk about every platform even thought our prefer platform may be Xbox. We welcome everyone and encourage healthy and respectful conversations. Twitter: https://twitter.com/CrazyLuiGaming YouTube: https://www.youtube.com/c/CrazyLuiGaming Crazy Lui's Gamer Tag: Crazy Lui #outbreakgamers #xbox #xboxgamepass  - Subscribe To Our YouTube Channel - David Anthony's Gamer Tag: WEBDAVE David Anthony is an Xbox Ambassador. Outbreak Gamers website: https://www.outbreakpodcast.com Email us at: outbreakpodcast@gmail.com Order Outbreak Gamers T-shirts & Cool Stuff!  https://www.teepublic.com/user/outbreakpodcast Help Support Us By Joining Our Patreon:  https://www.patreon.com/outbreakpodcast     Filmed On Location at: OUTBREAK STUDIO

Alex Carlson recaps the action in the OTC, NASDAQ, and NYSE. He covers YELL, SIRC, SIGA, GOVX, TOMDF, APDN, XBI, LABU, BCRX, GTHX, OMER, HKD, MEGL, and ILAG. All stocks have been discussed on https://insiderfinancial.com/ To sign up for our FREE alerts and eBook, go to: https://signup.insiderfinancial.com/ To sign up for FREE stocks and trade OTC on WeBull, go to: https://a.webull.com/i/insiderfinancial Disclosure: We have no business relationship with any company whose stock is mentioned in this video. Insider Financial is not an investment advisor; this video does not provide investment advice. Always do your research, make your own investment decisions, or consult with your nearest financial advisor. This video is not a solicitation or recommendation to buy, sell, or hold securities. This video is our opinion, is meant for informational and educational purposes only, and does not provide investment advice. Past performance is not indicative of future performance. For more information, please read our full disclaimer: https://insiderfinancial.com/disclaimer/ yell stock, sirc stock, siga stock, govx stock, tomdf stock, apdn stock, xbi stock, labu stock, bcrx stock, gthx stock, omer stock, hkd stock, megl stock, ilag stock, otc stocks, otc stocks list, penny stocks, penny stocks list, NASDAQ penny stocks, NYSE stocks, NYSE penny stocks #pennystocks #stocks #nasdaq

Stocks rally into Fed – and then blasted higher on a dovish take on Powell. Tech earnings – looking pretty good – well, better than expected. Bond yield tumble, the USD heads lower and asking about the “R” Word. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BAC), (GS), (MS), (WFC), (TGT), (XBI)

Today we are talking to Yaron Werber. Yaron is Managing Director of Healthcare Biotechnology at Cowen, he has over 20 years of experience as a research analyst and was a founding team member, chief business and financial officer of Ovid Therapeutics. Prior to Ovid Yaron was managing director and head of US healthcare and biotech equity research at Citi.Please note - Between vacation, other work commitments and COVID this conversation was recorded over 2 weeks ago. During that time the tea leave reading of the biotech market has marched forward with people highlighting the double bottom and climb in the XBI. While some have hailed this as the end of the bears and seeing the dust of the raging bulls in the distance I am inclined to ask what hallucinogenic they took the night before. Down rounds and negotiated valuation resets in the private market are starting to become more of a central theme with continued uncertainty about timing to recovery, 2023 is now being discussed. The landslide of public SMID cap companies that need to finance has yet to be realized while the macro economic challenges remain in place with inflation out of control in a backdrop of global destabilization. On the micro side the Seagen life raft is starting to look like a potential mirage with M&A being limited and company consolidation a whisper.In this episode Yaron and I discuss the current market metrics, what companies may want to consider and the challenges to the oft flagged oasis of consolidation, M&A and now the going private plan. We discuss his experience as an operating in a biotech company between his roles in equity research. This experience provides a unique insight into the vagaries of a biotech company and the market.

The penguins are leading the charge - talking us into recession. Markets react and what are you doing? Not looking at your statements? Sticking your head in the sand? So many opportunities - let's find them together. Listener questions and a wake up call. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BAC), (GS), (MS), (WFC), (TGT), (XBI)

@AviNMash @AnthonyOhayon and @JoeySolitro are back to discuss Global Unrest, Gamestop, Upstart, and bringing back options trading. 0:00 - Global Unrest 2:00 - Trending Tickers: BTC, $ARKK, $XBI (bio) 6:00 - Upstart $UPST 10:00 Gamestop $GME 12:00 What is the state of Oil | Biden sends to India and China? 16:00 Fed Meeting | State of Economy 21:00 Options Strategies | How to trade in this market. This Episode is brought to you by our Sponsors at StockTwits.com; the thoughts on this podcast are NOT FINANCIAL ADVICE and our own opinions for entertainment purposes only.

On this week's episode, Agustin shares some preliminary insights from ASCO and dives into both the lack of data from $AFMD and the less than spectacular update from $PDSB. Additionally, yet another biotech company has been acquired and this one is a late stage commercial company! Is there hope for $XBI after all?If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

On this week's episode, Agustin shares his opinion on recent $XBI fluctuations as well as upcoming data readouts from $AFMD. Additionally, he shares his opinion on whether the recently public Amylyx Pharmaceuticals will be successful in obtaining FDA approval for their therapy targeting ALS.  Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros

Johnson & Johnson (JNJ), UnitedHealth (UNH), Thermo Fisher Scientific (TMO), Pfizer (PFE), and Abbott (ABT) stocks are among the XLV ETF's top holdings. Cinthia Murphy weighs in on why Pfizer's big news was not all good news for healthcare ETFs. Additionally, she says that all healthcare ETFs combined have $5B year-to-date in inflows. Top healthcare ETF flows include XLV, XBI, and VHT.

When calculating our covered call writing returns, there are 2 sets of computations that shouldn't be confused. One is the calculations we use to make the best trading decisions at any given point in time. The other relates to analyzing the overall success of our trading. A real-life example with XBI is analyzed with the assistance of the ellman Calculator. BECOME A BCI MEMBER TODAY: https://www.thebluecollarinvestor.com/membership/    SEE BCI COURSE & PRODUCTS : https://thebluecollarinvestor.com/store/   STOCKS,TRADING,STOCK MARKET,COVERED CALLS,covered call writing,Axsome,Therapeutics,Ellman Calculator,gap-up,cost-to-close,implied volatility,Alpha,Beta,seeking,alpha,cost-basis,time-value,intrinsic- value,put-selling,collar calculator,put calculator,stock option,facebook stock,amazon stock,investing,options,Option,option buyer,strike price,in the money,in the money coverd call,out of the money covered call,covered call writing exit strategies

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.

References Greg coined the term "swiss army knife for your money" - CashApp Boosts, Bitcoin, Fractional Shares Greg discuses some macro trends impacting our lives, and how to futureproof your accounts. Check out EEM, IBB, XBI, UUP, /SFX, ALB, LIT Other Places to Find Us twitter Facebook Instagram YouTube pinterest MoneyVikings.com --- Support this podcast: https://anchor.fm/moneyvikings/support

Trading Block: Stocks tumble ahead of Trump inauguration - Dow off 100. Netflix: Another crazy earnings for NFLX. Close = $133.26, straddle = $12.60 / 9.5%. Spiked to $145 in the after-hours, opened at $142 today. How a one-two, Trump-Yellen punch may move interest rates. Strategy Block: Uncle Mike Tosaw discusses the importance of event risk Odd Block: Puts trade in 3D Systems Corp (DDD); Calls trade in Avon Products, Inc (AVP); Calls trade in Union Pacific Corp (UNP) Mail Block/Options QuestionOfTheWeek: Earnings Season awakens! How do you play earnings using options? Are you an Earnings #Jedi or #Sith? Dark Side (Short Premium) Light Side (Long Premium) No Side - Avoid earnings Other (Reply/DM w/ideas) Listener questions and comments: Comment from Scott Francis - Generally most short with puts unless stock has been hammered then you get short squeeze Question from Piggyback - Learned about Lightspeed from the last show. Checked out their site and saw $.60 per contract but didn't see a ticket charge. Do they have one? Answer from Kevin:No ticket charge on options. We will tier commissions based on activity, at the lowest activity level we will charge $0.60/contract with $1.00 min. (So a 5 lot is $3.00, a 1 lot will be $1.00.) We can go down to $0.20/contact for active accounts, tiering schedule is on our website. Mention Option Insider when you call Lightspeed we will give them another nickel off the commission. Question from Ski -As for the repealing and recall of Obamacare. How do you price LEAPs on spider biotech? Someone bought 340 Jan 2018 55 Puts on XBI. Is this a bet on the repel of Obamacare? If so, are LEAP puts a good way to go? Question from Sean - If a trader thought that a price was going down, would a put not have been the best trade in the asian session? Around the Block: This Week in the Market -Jan 19: Jobless Claims, Housing Starts Earnings This Week Thursday - Union Pacific - Thursday am; IBM - Thursday pm riday General Electric, Procter & Gamble Co.