Alexis Borisy recounts the story of Revolution Medicines, which delivered the pancreatic cancer breakthrough this year, and talks about the health of the founder led side of the biotech sector. Mathai Mammen recently took Parabilis public in the largest IPO in biotech history, and describes the science that made it possible.

He explains the company's "Helicon" peptide platform, and why he believes it is well suited to target previously undruggable problems like beta-catenin. Then he discusses clinical presentations on this program in multiple tumor types, and preclinical data on two degrader programs for prostate cancer.