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Welcome to a special three-part series called 'The Metabolic Moment'.
In just a few years, GLP-1 drugs have become a phenomenon. They’ve transformed how we treat diabetes and obesity, created one of the biggest markets in pharma, and sparked a cultural conversation that reaches far beyond the clinic. Now that market is shifting. Cheaper alternatives are coming, new mechanisms are entering trials, and some companies are aiming for something closer to a cure.
So what happens next for patients, for the companies leading the field, and for the startups hoping to overtake them? Across three conversations, we’ll follow the money, the science, and the people behind this metabolic moment.
In part three of our series and ahead of Diabetes Awareness Month, I spoke with Ryan Confer, President and CEO of Genprex, about the company’s move from cancer into diabetes, the realities of making gene therapies at scale, and where a potential one-time treatment could fit alongside GLP-1s.
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To dive deeper into the topic:
Welcome to a special three-part series called 'The Metabolic Moment'.
In just a few years, GLP-1 drugs have become a phenomenon. They’ve transformed how we treat diabetes and obesity, created one of the biggest markets in pharma, and sparked a cultural conversation that reaches far beyond the clinic. Now that market is shifting. Cheaper alternatives are coming, new mechanisms are entering trials, and some companies are aiming for something closer to a cure.
So what happens next for patients, for the companies leading the field, and for the startups hoping to overtake them? Across three conversations, we’ll follow the money, the science, and the people behind this metabolic moment.
In part two of our series, I’m joined by Paul Little, CEO of Atrogi. We talk about what GLP-1s leave unsolved, the science behind ATR-258, and how a small company competes in a market led by giants.
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To dive deeper into the topic:
Welcome to a special three-part series called 'The Metabolic Moment'.
In just a few years, GLP-1 drugs have become a phenomenon. They’ve transformed how we treat diabetes and obesity, created one of the biggest markets in pharma, and sparked a cultural conversation that reaches far beyond the clinic. Now that market is shifting. Cheaper alternatives are coming, new mechanisms are entering trials, and some companies are aiming for something closer to a cure.
So what happens next for patients, for the companies leading the field, and for the startups hoping to overtake them? Across three conversations, we’ll follow the money, the science, and the people behind this metabolic moment.
In part one of our series, I’m joined by Valeriia Simanovskaia, founder and CEO of BioBrokers, an independent capital markets and strategic advisory firm for life sciences. Trained at Harvard Medical School and based in Paris, Valeriia tracks where the money in biotech is flowing.
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Saudi Arabia has spent the last four years building one of the most ambitious biotech gatherings in the region: the Riyadh Global Medical Biotechnology Summit. This September, the fourth edition brought together delegations from more than 57 countries and over 200 speakers, closing with more than 40 agreements and initiatives worth over SAR5 billion. From gene editing and genomics to AI-driven drug discovery and biomanufacturing, the Summit is positioning itself as a serious node in the global biotech map — and it's timed deliberately, arriving just weeks before BIO-Europe in Cologne.
To unpack what happened in Riyadh, what it means for Saudi Arabia's biotech ambitions, and how the Summit connects to the conversations happening at BIO-Europe, I'm joined by Abdulaziz Aldayel, a nanomedicine researcher at the King Abdullah International Medical Research Center.
This episode is presented with the support of RGMBS. Interested in being a sponsor of an episode of our podcast? Discover how you can get involved here!
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AI has been one of the biggest buzzwords in biotech for years now — but for all the technological progress, actual R&D productivity gains have been hard to find, and the cost of developing a new drug keeps climbing. My guest today believes that's because AI alone was never going to be the answer.
Valo, a biotech founded by Flagship Pioneering, is betting on a different approach: combining AI, predictive chemistry, and — crucially — real-world human data from the very start of drug discovery, using access to more than 17 million longitudinal patient records, some spanning 20 years. That approach has already attracted major partners, including a Parkinson's collaboration with EMD Serono worth up to $3 billion and a cardiometabolic disease partnership with Novo.
Joining me to talk about it is Valo's CEO, Brian Alexander — a former practicing radiation oncologist whose years treating patients with aggressive brain tumors helped shape his mission to reimagine how we discover medicines. Brian, welcome to the show.
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By 2050, nearly half the world's population is expected to be myopic, with around a billion people projected to progress to high myopia — a leading cause of irreversible vision loss later in life. Children face a narrow window in which to intervene, while the eye is still growing, before those structural changes become permanent. Yet despite the scale of the problem, there is still no FDA-approved drug that slows myopia progression in children, a gap underscored just last month when the FDA declined to approve an atropine eye drop for the same use.
My guest today is Thomas Ruggia, President and CEO of Theialife, a late-stage biotech developing an oral therapy for pediatric myopia derived from a natural caffeine metabolite. Tom joins Theialife after 25 years in ophthalmology leadership, including roles at Johnson & Johnson, Alcon, Novartis, and most recently as CEO of Samsara Vision. We'll talk mechanism, evidence, and the road to Phase 3.
01:49 Meet Thomas Ruggia
06:50 How progressive myopia develops in children and why it's misunderstood
15:55 ND10's mechanism of action
19:51 20 years of Danish compassionate-use data vs. a randomised trial
26:44 Why no FDA-approved pharmacologic therapy exists yet
37:57 Theialife's pipeline beyond myopia
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Summer is a busy time for everyone, guests and listeners alike, so today we're taking stock. This is our Summer Recap — a clips episode pulling together the best moments from conversations you might have missed over the past few months.
We'll hear from Randy Teel of Arvinas and Per Lundin of Evox on two very different ways of getting drugs to the brain, and Laurent Lévy of Nanobiotix on outsmarting the liver altogether. We'll meet the founders behind these companies, including Andy Parker of Step Pharma and Gene Mack of Gain Therapeutics, and the unlikely paths that got them there. We'll dig into the science of nonsense mutations with Nerissa Kreher of Alltrna, circular RNA with Lu Gao of Therorna, and a cancer target hiding in human genetics. And we'll close with what these leaders think success actually looks like, years from now.
So sit back, and let's revisit some of our favourite moments from the summer.
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Most genetic medicines are built to treat one gene, one mutation, one disease at a time. That's true even for the newest modalities — gene therapy, gene editing, mRNA — each still has to be engineered disease by disease. Alltrna is testing a different idea: that the real target isn't the gene, but the process of translation itself, where genetic instructions become protein. The company's lead approach focuses on nonsense mutations, a shared error responsible for roughly a tenth of all genetic disease diagnoses, and asks whether a single engineered molecule could address it across many conditions at once.
My guest today is Dr. Nerissa Kreher, Chief Medical Officer of Alltrna. Nerissa brings two decades of rare disease drug development experience, including CMO roles at Entrada Therapeutics, Tiburio Therapeutics, and AVROBIO, to the task of turning that platform thesis into an actual clinical program. We'll talk translation, trial design, and what it takes to bring the first engineered tRNA therapy into the clinic.
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Gene therapy has largely stayed out of the brain, and the blood-brain barrier has been the reason why — it protects the brain from harm, but it also blocks most advanced medicines from ever reaching it. That's now beginning to change. The recent FDA approval of a brain-penetrant enzyme therapy for Hunter syndrome showed that biologics can cross that barrier and work. The next question is whether gene editing can do the same.
My guest today is Dr. Per Lundin, Co-Founder and CEO of Evox Therapeutics, a UK biotech using engineered exosomes to deliver genetic medicines directly into the brain. Evox is now extending that platform from RNA and biologics into gene editing, targeting the genetic drivers of diseases like Huntington's and ALS, where treatment options remain extremely limited. Per also brings a background as a European Patent Attorney and repeat biotech founder. We'll talk delivery, pipeline, and what a commercially scalable genetic medicine for the brain might actually look like.
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Today we’re thrilled to bring you a special episode highlighting one of Europe’s premier biotechnology events: BIOSPAIN 2026.
Joining us is Stuart Medina of Asebio, who will take us inside this landmark gathering. For the first time and in response to strong sector demand and growing interest, BIOSPAIN moves to an annual format. Hosted this year in vibrant Bilbao in Spain’s dynamic Basque Country, the event runs from 29 September to 1 October at the Bilbao Exhibition Centre.
In this episode we explore the BIOSPAIN program, the partnering opportunities on offer, the new Talent Day on the final day, and all the practical and logistical details for attendees.
This episode is presented with the support of Asebio and BIOSPAIN. Interested in being a sponsor of an episode of our podcast? Discover how you can get involved here!
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