His widely read report shows the data behind what venture deals got done last year, who are the venture investors that have been most active in deploying capital, the fundraising and IPO environment, and which technologies and indications are seeing the most investor interest. DOWNLOAD THE FREE REPORT #sponsored

He discusses BridgeBio, Cytokinetics, Vaxcyte, Biogen, and Arcus Biosciences Chapters BridgeBio - 1:08 Cytokinetics - 12:14 Vaxcyte - 17:40 Biogen - 23:43 Arcus Biosciences - 26:48

He discusses the recently approved Wegovy pill, and compares and contrasts it to other oral programs from Lilly, Structure, and Corbus. Plus, how is the amylin space looking compared to GLP-1s, and a preview of Viking's 2026. Chapters Wegovy in a pill - 1:04 Lilly’s pill orforglipron - 9:14 Structure’s pill aleniglipron - 13:13 Lilly’s retatrutide - 16:33 Amylins (Zealand and others) - 19:47 Corbus’ CB1 inverse agonist – 24:53 Viking - 28:02

We discuss the upcoming maintenance data, commercial prospects, Crohn's, and buyout prospects. Chapters Intro - 0:59 Maintenance - 3:54 Commercial prospects - 18:16 Crohn's - 21:43 Buyout prospects - 27:03 How did Wall Street analysts miss this? - 41:31

He mentions Terns, Corvus, Insmed, Corbus, Axsome, Neumora, Eyepoint, and Amylyx. Chapters His general take on biotech - 1:28 Terns - 7:25 Corvus - 12:49 Insmed - 16:26 Corbus - 20:44 Others with upcoming catalysts - 26:44

They describe an uptick in the mood of the industry as well as hiring. Plus, helping companies fulfill their goal to have an employee base that is back working in the office. Coverage brought to you by