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Barclays Miami: Zealand Pharma CEO Adam Steensberg makes the case for last week's amylin data
He argues that investors are too focused on each percentage of weight loss and not focused enough on the tolerability of new options. He discusses the timeline for the phase 3 that will likely start later this year, and how it might look different than the phase 2 study that just read out.
Mar 11
Barclays Miami: Barclays' Head of Healthcare M&A shares his take on the current environment for dealmaking
Maneet Singh says that pharma companies need to keep buying, and have the financial wherewithal to do it. He also gives thoughts on which areas within biotech could attract the most interest.
Mar 11
Barclays Miami: Reunion Neuroscience received Breakthrough Therapy Designation from FDA for its psychedelic based treatment for postpartum depression (PPD)
CEO Greg Mayes describes the science behind luvesilocin, which is a prodrug of 4-OH-DiPT, a psilocybin-like compound, and discusses the company's plans for a phase 3 study. Plus, comments on two other indications the company is pursuing.
Mar 11
Barclays Miami: Ocular Therapeutix's Chair Pravin Dugel discusses feedback he has been receiving on SOL-1 since announcing it last month
He gives his take on two questions being discussed the most: 1) is AXPAXLI approvable on one study and 2) how might physicians think about using it in practice.
Mar 11
Barclays Miami: Xencor CEO Bassil Dahiyat discusses the company's internal pipeline and how bi-specifics and other modalities are engineered to be increasingly sophisticated and more precise
He highlights pipeline programs targeting ENPP3, CLDN6, CLDN18.2, TL1A (including TL1A x IL23p19), CD20 x CD3, and CD19xCD3.
Mar 11
Barclays Miami: Recludix believes the time is right in science to drug SH2 domains. The company's lead programs target STAT6 and BTK
President & CEO Nancy Whiting discusses the historical difficulties in drugging SH2, and describes the company's discovery platform that enables it today. A STAT6 program is already dosing in the clinic, and Sanofi has a partnership on it. Plus, a BTK, and a recent financing that Lilly participated in.
Mar 10
Barclays Miami: Janux's Founder & CEO David Campbell shares his thoughts on the company's PSMA x CD3 masked T-cell engager and discusses next steps. Plus, a CD19 for autoimmune
He shares highlights from data announced at the end of the year, and what Janux has learned about the program's dosing and safety mitigation profile. Also, why he has his sights set on the FcRn market when he thinks about the company's CD19.
Mar 10
Barclays Miami: Teva CEO Richard Francis talks about the company's emphasis on developing innovative medicines - including two recent financial deals to speed up development of IL-15 and TL1A
He discusses the company's third year in a row of revenue growth, and the new products that have helped Teva get there. Plus, a potential near-term approval for a monthly dosed schizophrenia product, and the lates on IL-15 and TL1A.
Mar 10
Barclays Miami: Latigo Bio aims to have a best-in-class Nav1.8 - a new class of medicines for pain that is the biotech sector's answer to the challenges that are presented by opioids
CEO Nima Farzan explains the science behind Nav1.8, why he believes Latigo's asset could be best in class, and the status of the company's development program.
Mar 10
Barclays Miami: Arvinas will have an update next week for its LRRK2 targeting PROTAC for Parkinson's. The new CEO previews that and talks other targets they are working on
Randy Teel updates us on effectors to find a commercialization partner for the ER degrading PROTAC that is in front of FDA right now with a June 5 decision date scheduled. Plus, discussing programs targeting KRAS, BCL6, polyQ-AR and more.
Mar 10
Barclays Miami: Electra Therapeutics has taken a novel approach to target Signal Regulatory Proteins (SIRPs). It's in a pivotal for its first indication right now
President and CEO Kathy Dong describes the function of SIRPs and how Electra is targeting them with antibodies. Plus, an overview of the company's pivotal program against secondary Hemophagocytic Lymphohistiocytosis (sHLH).
Mar 10
Barclays Miami: enGene is looking to have pivotal data and to file for its non-viral delivered gene therapy for bladder cancer this year
CEO Ron Cooper describes why you need an alternative to virally delivered products for indications like bladder cancer. Plus, previewing a data update in the spring and 12 month data by the end of the year.
Mar 10
Quell Tx believes that restoring immune balance rather than entirely depleting cells is key for many autoimmune conditions - a phase 1/2 for its CAR-Treg initiated today in RA & Systemic Sclerosis
CEO Iain McGill describes the "Chill, not Kill" approach that Quell is taking with its Treg platform, which integrates a FOXP3 phenotype lock in addition to the CAR. Plus, an update on the company's liver transplant study, a program that he says will need a partner to move forward.
Mar 3
Protagonist Therapeutics has two medicines in front of FDA right now - we discuss the expertise in peptide based drug development that has enabled them to get to this point
CEO Dinesh Patel and Chief Discovery Officer Ashok Bhandari walk us through the company's R&D expertise, and we discuss programs covering IL-23, IL-17, a hepcidin mimetic, and obesity medicines.
Feb 19
Cambridge, UK based Arecor uses formulation and development expertise to improve the profile of medicines - the company believes it has its own best in class insulin leveraging this
CEO Sarah Howell discusses three key aspects of the business: helping with reformulation, its own proprietary insulin products, and developing oral peptides like GLPs.
Feb 19
Gordian Biotechnology announced that it will be using its unique large-scale in vivo screening process to help Pfizer look for new targets against obesity
Co-Founder & CSO Martin Borch Jensen describes the deal and walks us through Gordian's process that enables it to do a multiplicity of in vivo screening in months that previously would have taken years.
Feb 18
Cambridge, UK based Microbiotica announced results from a phase 1b trial of its microbiome treatment MB310 in ulcerative colitis showing a 63% remission rate
CEO Tim Sharpington and CMO Robert Tansley walk us through the treatment, which contains a defined consortium of eight live gut commensal bacterial strains, and the data.
Feb 18
Ocular Therapeutix Chair & CEO Pravin Dugel discusses the result of today's SOL-1 phase 3 superiority trial of AXPAXLI vs EYLEA in wet AMD
The study showed that AXPAXLI has superior maintenance of visual acuity at Week 36 vs EYLEA. Dr. Dugel discusses what he believes the significance of this is, and delves into durability data going out to 52 weeks.
Feb 17
Oxford based Infinitopes raised an additional $15.4M in a second closing of its seed round to bring the total raised to $35.1M. It will have clinical data on its cancer vaccine by the end of the year
Co-Founder & CEO Jonathan Kwok describes the company's platform, which helps it identify highly expressed and immunogenic tumor antigens, and how the lead program for oesophageal cancer will have data by the end of 2026.
Feb 17
Upstream Bio's CEO Rand Sutherland discusses today's severe asthma data for verekitug, a TSLP receptor antagonist
He describes top-line data the company saw across three different doses, next steps, and also shares an update on additional indications of chronic rhinosinusitis with nasal polyps and COPD it is being developed for.
Feb 11
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