Jones Research analyst Catherine Novack discusses Capricor's regulatory roller coaster, RNA editing, and more
She gives a scenario analysis in the event that FDA asked Capricor for more data rather than approving the therapy by its August 31st...
Jun 27
Discussing hot button issues for biotech, and how they do or don't affect the mechanics of M&A, with one of the most experienced bankers in healthcare, Jefferies' Philip Ross
He describes how some front and center issues for biotech either do or don't affect the M&A environment such as China, negative enterprise values, the FTC, valuations, the patent cliff, and more.
Jun 27
William Blair biotech analyst Andy Hsieh takes stock of the obesity space after attending the 2025 American Diabetes Association's (ADA's) 85th Scientific Sessions in Chicago
He discusses data presented at #ADA25 including Eli Lillys Orforglipron and Bimagrumab, Novo Nordisk's CagriSema, and Amgen's MariTide....
Jun 26
The Co-Director of Cardiff University's Medicines Discovery Institute talks about the specialized work that happens here in neuroscience, cancer, and beyond
Simon Ward, Co-Director along with John Atack, describes the founding of the institue and why Cardiff University was a good fit. He...
Jun 20
SV Health Investors Managing Partner Kate Bingham shares the firm's investment philosophy and gives her take on the current state of life sciences in the United Kingdom and beyond
Kate Bingham describes the type of investments SV makes, which was in the news this week for being the founding investor of the...
Jun 20
BIO International 2025: Oppenheimer's Head of Healthcare Investment Banking, Michael Margolis, discusses biotech sentiment, M&A, and what it is like to raise money today
He describes how sentiment and the M&A environment have been improving, as well as some areas of the financing market. However, he...
Jun 17
BIO International 2025: Stifel's Tim Opler comments on improvements in sentiment he is seeing for the biotech sector, and his take on hot button issues
He explains how M&A and fundraising have been improving, and he describes what types of companies have been most appealing to investors....
Jun 16
BIO International 2025: An intro to the BIO International Convention, and stopping by the Korea Pavilion
From the floor of the 2025 BIO International Convention in Boston, Brad Loncar describes what this four-day conference is all about, and...
Jun 16
Microsoft's Chief Scientific Officer for Health and Life Sciences shares his take on how AI is changing healthcare today and what is possible in the future
Matthew Lungren describes his belief how AI will "save time before it saves lives," and discusses how the clinical workforce is getting...
Jun 13
Klein Hersh at #ASCO25
Lonnie Brantz, Zach Spitz, and Jeffrey Azarva stopped by to discuss oncology trends, the evolving talent landscape, and the importance of...
Jun 2
Deerfield Management Managing Partner James Flynn discusses a new $600M venture fund the firm has raised and describes how it will be invested, including into AI companies
He describes raising the fund, and his take on the current challenging environment in healthcare. Plus, his thoughts on AI specifically,...
Jun 2
Piper Sandler Senior Analyst David Amsellem reacts to today's Teva Innovation & Strategy Day and shares his take on the company's pipeline
He gives his thoughts on the competitiveness of Teva's TL1A, and highlights other pipeline programs that biotech investors might look at....
May 29
Previewing top breast cancer and antibody-drug conjugate presentations to watch at this week's ASCO Annual Meeting with Dana-Farber's Paolo Tarantino
He describes key presentations for Enhertu, TRODELVY, immunotherapy medicines, and a couple key biomarkers to watch.
May 28
RBC Global Healthcare Conference: Desk Strategist Chris McCarthy shares how institutional investors have been affected by policy and macro factors, and how they have been positioning around catalysts
He describes how policy, macro, and events have been affecting trading in biotech stocks lately. Plus, his thoughts on the pull back of...
May 21
RBC Global Healthcare Conference: Senior Biotech Analyst Luca Issi shares his thoughts on the current state of gene and cell therapy
He shares his overall thoughts on the biotech market, and discusses gene therapies, RNA editing, and cell therapy. Luca Issi RBC 2025
May 21
.png){kind=logo}
