BioSpace

In this episode of Denatured, you’ll hear from Jennifer McMahon, partner at Seroba and Joey Mason, venture partner at Claret Capital. We dig into how venture debt buys time when equity can’t — and how Europe’s funding gaps, tranching habits and slower urgency shape who uses it well.

Host

Jennifer C. Smith-Parker, Director of Insights, BioSpace

Guests

Jennifer McMahon, Partner, Seroba

Joey Mason, Venture Partner, Claret Capital

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

New data for Genmab and AbbVie’s bispecific antibody Epkinly wowed analysts and could set the partners up for an expanded approval in diffuse large B cell lymphoma; deals have flowed steadily this week, including Novartis’ nearly $8 billion bet on mRNA drugs with China’s Abogen Biosciences; and could Sarepta Therapeutics turn things around from last year’s annus horribilis?

In this episode of Denatured, you’ll hear from Max Bronstein, CEO of Aviva Strategies and Teresa Barnes, Chief Executive Warrior of PF Warriors. We dig into why U.S. patients are losing access to rare disease trials happening abroad and how the FAIR Act’s accelerated, harmonized reviews could help the U.S. keep pace while getting lifesaving studies to patients faster.

Host

⁠Jennifer C. Smith-Parker, Director of Insights, BioSpace

Guests

Max Bronstein, CEO, Aviva Strategies

Teresa Barnes, Chief Executive Warrior, PF Warriors

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

Summit Therapeutics scores a $2 billion equity investment from AstraZeneca to support ivonescimab’s late-stage development; uniQure crashes after four-year data from its Huntington’s disease gene therapy failed to impress; Kyverna Therapeutics brings new light to a struggling CAR T space in autoimmune disease.

In this episode of Denatured presented by Curium, Jennifer Smith-Parker speaks to Mike Patterson, CEO North America and Professor Sabine Brookman-May, vice president and head of Global Clinical Development. We examine radioligand therapy’s accelerating momentum and how its diagnostic and therapeutic reach could potentially reshape care for more than 14 million patients worldwide.

We also discuss Curium's push to expand US capacity and scale up at pace, and critically what success could mean for patients with cancer in the years ahead.

This episode is presented in partnership with Curium.

Host

Jennifer Smith-Parker, Director of Insights, BioSpace

Guests

Mike Patterson, CEO North America, Curium

Sabine Brookman-May, VP and Head of Global Clinical Development, Curium

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

Novo plans to hit $23B in revenue by 2035, has further reduced its workforce by 4,000 and is boosting manufacturing capacity for its Wegovy pill, but investors are unconvinced it will be enough to turn things around; Viking Therapeutics and Roche report positive results for their weight loss assets; Ultragenyx snags FDA approval for its Sanfilippo syndrome gene therapy; IPOs keep on coming.

In this episode of Denatured, you’ll hear Philip Jacob Rosenfeld, professor of Ophthalmology at the University of Miami Health System and Bascom Palmer Eye Institute, and Wesley Jackson, chief science officer at Valitor. We talk about the eye condition call wet age-related macular degeneration (AMD), the limits of anti‑VEGF therapy and the push for true durability to change a patient’s life.

Host

Jennifer C. Smith-Parker, Director of Insights, BioSpace

Guests

Philip Jacob Rosenfeld, Professor of Ophthalmology, University of Miami Health System, Bascom Palmer Eye Institute

Wesley Jackson, Chief Science Officer, Valitor  

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

The FDA held a public forum on Monday to discuss the future of psychedelic therapeutics, followed by a meeting on Wednesday regarding recommendations for reauthorizing the Prescription Drug User Fee Act the day after launching its TrialBlazer initiative. Meanwhile, Definium Therapeutics notched another late-stage trial win for its LSD drug, and Novartis continues to reel from the company’s triple asset stumble.

In this episode of Denatured, sponsored by SK Pharmteco, Jennifer Smith-Parker speaks to Arvind Singh, vice president and global head of supply chain. In this episode, we discuss how CDMOs are revamping supply‑chain strategy for a new generation of intricate modalities. Topics addressed include moving from smarter raw‑material sourcing and precision cold‑chain logistics to navigating geopolitical and regulatory uncertainty and deploying AI to building sustainable, scalable capabilities from clinical through commercial.

This episode is presented in partnership with SK Pharmteco.

Host

Jennifer Smith-Parker, Director of Insights, BioSpace

Guest

Arvind Singh, VP & Global Head of Supply Chain

Disclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

September has been a rough month already for Novo Nordisk, which canned two more late-stage trials of its embattled IL-6 inhibitor, and Novartis, which took Phase 3 hits in both cardiovascular and muscular dystrophy indications; Ultragenyx’s big bet in Angelman syndrome failed to yield benefit in Phase 3 but Ionis’ Pharmaceuticals nabbed the first targeted approval for Alexander disease; and on the business side, biopharma investment is back in a big way.