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From London: Edward Hodgkin is the Executive Chair of Syncona's 'Slingshot', a platform that takes early stage science from academic labs that isn't ready to be a company and helps matures it
From Syncona's Capital Markets Day, he describes Slingshot and how he believes it differs from other early stage VC investors. Once an asset is ready for the clinic, Slingshot will either partner it or build its own company.
Mar 19
From London: Purespring Therapeutics is developing a gene therapy that is delivered locally to the podocytes in the kidney and aims to treat IgAN as its initial indication
From Syncona's Capital Markets Day, CEO Haseeb Ahmed describes the science behind the platform, and make the case why IgAN, a condition that has seen a bevy of new therapies in development, is the right indication for a gene therapy.
Mar 19
From London: Resolution Therapeutics is in the clinic with its engineered regenerative macrophage therapy to treat end stage liver disease
CEO Amir Hefni describes the ability of macrophages to reduce inflammation and reverse fibrosis in conditions like liver disease. An interim analysis for the clinical trial will read later this year.
Mar 19
From London: With science from the Francis Crick Institute, ALTx Therapeutics launched with £12.55m last month to target cancers that rely on the Alternative Lengthening of Telomeres (ALT)
From Syncona's Capital Markets Day, ALTx founder and Francis Crick researcher Simon Boulton describes ALTs and the science behind how the company plans to target them.
Mar 19
From London: iOnctura is developing its allosteric PI3Kδ for uveal melanoma - an indication that has seen progress but still has much unmet need
From Syncona's Capital Markets Day, Founder and CEO Catherine Pickering walks us through the science of roginolisib and describes the current landscape for uveal melanoma. She discusses her phase 2, which is approaching a key readout.
Mar 19
From London: Spur Therapeutics is in a phase 3 for its gene therapy for Gaucher Disease - using a unique construct that allows them to have a lower dose than other gene therapies
CEO Michael Parini describes the science behind how Spur's gene therapies have two key differences compared to others, including a proprietary capsid. He discusses phase 1/2 data that has already been announced, and how he thinks about the phase 3.
Mar 19
From London: Beacon Therapeutics has a phase 3 trial scheduled to read this year for its gene therapy for X-Linked Retinitis Pigmentosa (XLRP)
From Syncona's Capital Markets Day, CEO Lance Baldo describes the trial's design and the degree to which Beacon will be trying to restore vision for these patients.
Mar 19
From London: Syncona CEO Chris Hollowood discusses the firm's public and private funds, and the state of investing in life sciences today from the firm's Capital Markets Day
He talks about Syncona's listed fund, and clarifies the details of a return of capital strategy for some shareholders, and he describes the strategy of the firm's new private fund. Plus, how Syncona thinks about opportunities in life sciences today.
Mar 19
Checking in with Menlo Ventures' Partner Greg Yap to get his take on the latest trends in AI in healthcare
He shares his take on topics such as how the Baby KJ news is allowing investors and companies to think about scaling bespoke therapies, how AI might start to impact the clinical trial side of our business, and why he sees pharma adoption of AI as being important.
Mar 18
Evaluate's 2026 Orphan Drug Report
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Mar 18
Earli, which raised $105M in two rounds, is developing 'Cancer-Activated Promoters' that are set off by cancer-specific transcription factors and turn tumor cells into therapeutic payload factories
Co-Founder & CEO Cyriac Roeding and Co-Founder & CSO David Suhy describe the science behind this approach and explain how AI is helping they move closer to the clinic. The first IND filing is scheduled to be late '26 or early '27.
Mar 17
Biotech's movers for the week of March 9th
Reviewing some of biotech's biggest moves over the last week, including Acurx, AN2 Therapeutics, and Olema Pharmaceuticals.
Mar 14
Barclays Miami: MannKind CEO Michael Castagna shares an update on the company, including a recent $360M acquisition, and two regulatory reviews at FDA that have decision dates over the coming months
He describes learnings from Afrezza's commercialization, why the company acquired scPharmaceuticals, an update on their partnership with United Therapeutics in PAH, and a key IPF asset that is in the pipeline.
Mar 11
Barclays Miami: Barclays' Senior Biotech Analyst Etzer Darout shares his take on biotech and discusses companies he covers that have been in the news
He comments on Abivax, Corvus, Iovance, Legend, Terns, and more. Chapters General sentiment - 0:48 Abivax - 2:14 Corvus - 5:46 Iovance - 7:32 Legend - 9:56 Terns - 11:47
Mar 11
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
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