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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

She describes her career beginnings as a lawyer, which led to general counsel and business unit head roles at Pfizer, and then joining the VC world at Polaris Partners (at Bob Langer's urging). She discusses the firm's investment philosophy, the nuances behind how companies choose lead assets, and the cycles biotech has been through over the last ten years. Plus, other roles she currently serves, including being the chair of Alnylam. Chapters Intro and early life – 0:43 Law f