Is this analyst the world's biggest bear on the weight loss space? After downgrading Lilly to a sell rating, HSBC's Rajesh Kumar discusses why he thinks pricing factors are being under-appreciated
Plus, discussions on key trial readouts outside of obesity: eplontersen, Lp(a), oral IL-23, and milvexian. Chapters Lilly - 0:48 Novo - 5:15 Zealand - 8:50 AstraZeneca / eplontersen - 10:44 Lp(a) / Novartis, Amgen, Lilly - 15:47 IL-23 / JNJ , Protagonist - 19:24 Milvexian / JNJ, Bristol 22:11 Note: A different division of HSBC, HSBC Innovation Banking, is a sponsor of BiotechTV
2 days ago
Raymond James Biotech Innovation Symposium: Biotech Analyst Tiago Fauth shares his read on the mood of investors and discusses companies he covers
He discusses Praxis, Insmed, Ionis, PTC Therapeutics, Rapport, and United Therapeutics. Coverage brought to you by
5 days ago
Raymond James Biotech Innovation Symposium: Raymond James analyst Chris Raymond shares his take on biotech and companies he covers
He discusses Tyra, Sionna, Alumis, Nuvalent, and Monopar. Coverage brought to you by
5 days ago
Adam Yala, founder and CEO of Berkeley, CA based Voio, says AI is just scratching the surface of how it can be used in radiology
His company is working on building a frontier model that has shown early success in outperforming bigger names in the field.
6 days ago
RBC Biotech Analyst Leo Timashev shares his take on the sector and discusses companies he covers that are in the news
He discusses Insmed, IDEAYA, Bicycle, Compass Pathways, Revolution Medicines, Cytokinetics, and CG Oncology Chapters General sentiment - 1:25 Insmed - 3:16 IDEAYA - 7:07 Bicycle - 9:44 Compass Pathways - 13:04 Revolution, Cytokinetics, CG - 16:03
Mar 27
State of Possible: The Broad Institute's Anna Greka highlights the Ladders to Cures Scientific Accelerator, a community where all are invited to participate in solving genetic diseases
She highlights the goal of the accelerator, which meets monthly online, and also will have an in-person symposium in October. Plus, science that interests her, including "nodal" biologic pathways. Learn more about the Ladders to Cures Scientific Accelerator
Mar 26
State of Possible: Governor Maura Healey discusses state funding initiatives and other ways Massachusetts is trying to support the life sciences sector
She highlights a bill she has filed to help fill the gap left by reduced federal funding for research, and also the non-monetary initiatives, like quality of life, that the state can do to retain talent.
Mar 26
Christian Tidona's BioMed X and Michal Preminger are launching BioMed X Venture Labs in Cambridge, MA to create 'build to solve' startups with partners
Michal Preminger will lead BioMed X Venture labs as CEO, and it will partner with pharma, foundations, and VCs to build mission driven companies.
Mar 25
Biotech CEOs discuss the importance of culture, getting through challenging times, their policy wishlist, and how they are proud of the ways our industry gives back
MassBio President & CEO Kendalle Burlin O'Connell moderates a discussion with Zag Bio CEO Jason Cole and Altido Therapeutics CEO Chip Clark about running early stage companies and what advice they have for new CEOs. They offer advice about what it will take to keep our ecosystem globally competitive. Chapters Zag Bio - 1:03 Altido Therapeutics - 2:12 Massachusetts - 3:00 Culture- 5:11 Different skill sets - 7:11 Getting through challenge - 9:12 Early stage companies - 15:27 F
Mar 20
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
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: Barclays' Senior Biotech Analyst Ellie Merle shares her take on biotech and thoughts on companies she covers that have been in the news
She discusses uniQure, Moderna, BridgeBio, Gossamer Bio and more. Chapters General take on biotech - 0:36 uniQure - 1:43 Moderna - 4:34 BridgeBio - 7:04 Gossamer Bio - 8:07 Other catalysts - 9:36
Mar 10
Barclays Miami: Barclays' Chair and Co-Head of Global Biopharma Investment Banking Jim Birchenough shares his take on the sector, M&A, and the IPO environment
He believes that the sector's fundamentals are strong and that M&A, which played a central role in boosting biotech last year, can keep up in 2026. Plus, he believes there is a good supply of quality IPOs in the queue that can meet demand that has been there for a while.
Mar 10
From Oxford: Carlo Rinaldi's team has received two grants from Oxford-Harrington Rare Disease Centre to develop treatments for Spinal-bulbar muscular atrophy (SBMA) and Friedreich's ataxia
He describes his work in these diseases and how Oxford-Harrington has provided funding and advice that has been valuable beyond the feedback he typically receives in an academic setting.
Feb 17
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