Brett Zbar describes his early career, including working at Aisling Capital and Foresight Capital, and now managing the healthcare strategy at General Atlantic. He describes how he sees the difference between private equity and venture capital, and discusses which themes in biotech and healthcare appeal to him today. Chapters Intro and early life – 0:54 Medical school, residency, and industry experience – 5:58 McKinsey – 11:05 Aisling – 14:35 Foresight Capital – 19:11 General

GATC's Ty Lam describes how it works and the various use cases the company has been pursuing, including doing their own discovery work.

She describes the mechanism of the drug, which she says is capable of inhibiting multiple types of diseases proteins in the brain. Plus, an update on the enrollment and timeline of the company's phase three study that is ongoing.

He discusses interest rates, generalist investor participation in the sector, and more.

She discusses the GABA-aminotransferase inhibitor, OV329, and KCC2 programs.

They describe the Sisterhood's modest beginnings, its impact already, and plans for the future. It now has a 501c3 charity structure and more formal leadership, and there are new efforts to reach other c-suite level women in biotech.

He discusses learnings about durability, dosing, biomarkers, and more for this first-in-class target.

Art Pappas describes his early career, which involved numerous overseas posts for large companies, and how it let him to eventually found Pappas Capital. He discusses the various ways the firm invests, and how having corporates partners as LPs and co-investors has been a recipe for success. Chapters Intro and early life - 0:54 International work – 7:12 Takeaways from working for companies – 10:44 Understanding drug development – 16:22 Pappas Capital – 18:47 Helping universiti

She discusses Arrivent Biopharma, Oruka Therapeutics, Jade Biosciences, Zura Bio, and Pavella Therapeutics. Chapters General take on biotech - 0:52 Arrivent BioPharma - 4:20 Oruka Therapeutics - 6:46 Jade Biosciences - 9:18 Zura Bio - 12:07 Other catalysts / Pavella - 16:02

The biggest limiter, until now, has been data quality and integration across R&D systems. That is changing and the potential use cases are expanding rapidly.

He discussed the REMS, launch plans, market opportunity, payors, and the metrics that the company will offer publicly over time. Plus, previewing a key new data readout that will be coming in the second quarter of this year.

He describes one patient data from an investigator led study in Europe, and explains how Sana's program is slighly different. The company aims to file an IND this year. Plus, discussing the company's unique delivery mechanism for in vivo CAR-T.

An early pioneer in the space, she describes the current state of AI in life sciences and the progress that Insitro is making.

He discusses the TYK2 landscape and describes why Alumis believes TYK2 can be a broad class in immunology.

He talks about Perceptive's investment philosophy, his take on the year ahead, areas he thinks are over and under hyped, and thoughts on China. Plus, the rationale for a few of his top holdings.

Plus, how the neuroscience company has used its long history working with corticotropin releasing factor to move into obesity, with a project that acts on targets in the brain.

Najat Khan describes the impact Recursion's work is having, such the surprising PoC of using MEK1/2 inhibition as a target for treating Familial Adenomatous Polyposis (PAP). Plus, she discusses other programs and large-pharma partnerships, and using new tools such as Boltz-2.

He describes the 'best-in-class' profile he believes INHBE can show in the obesity space. Plus the latest on other programs and how Wave is working on a new a new bifunctional modality.

He shares updates on Brepocitinib, IMVT-1402, and the company's LNP lawsuit against Moderna.