Biotech Bros

On this week's episode, Agustin addresses the unfortunate outcome of the FDA advisory board for Amylyx Pharmaceuticals ($AMLX), elaborates on the importance of AACR for Affimed Pharmaceuticals ($AFMD), and brings to light some serious issues for Moderna ($MRNA) and their pipeline. 

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

On this week's episode, Agustin shares his opinion on recent developments within the Covid landscape and the potential for a private vaccine market to emerge. Additionally, he shares his insights on $MEIP's recent misfortune and the FDA's growing reluctance to dole out accelerated approvals for PI3K inhibitors.

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

On this week's episode, Agustin shares his opinion on recent $XBI fluctuations as well as upcoming data readouts from $AFMD. Additionally, he shares his opinion on whether the recently public Amylyx Pharmaceuticals will be successful in obtaining FDA approval for their therapy targeting ALS.  

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

 On this week's episode, Agustin discuss the recent updates with Covid manufacturers and where $NVAX stands going forward despite the global equities selloff. Additionally, he shares two key updates regarding CRISPR Manufacturers and how that will impact their long term viability. Finally, make sure to stay tuned for more interviews with key opinion leaders in the healthcare space and a livestream Twitch session to discuss undervalued biotech companies in today's market.  

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

The world of biotech remains uncertain as the equity markets continue to slide. Despite the sentiment, great buying opportunities remain! On this week's episode, Agustin discuss why purchasing $XBI rarely makes sense in the case of biotech investing and why having a framework can go a long way! Additionally, he discusses some recent updates on high conviction positions and highlights the good news that is coming for $NVAX

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

As 2022 continues, the sentiment within biotech remains poor. The poor performance of large tech companies like $NFLX and $PTON has caused everything to slide.  On this week's episode, Agustin discusses what the future may look like within biotech and explains why $XBI continues to slide and why $LPTX is still compelling despite questions around safety.

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

Despite the excitement behind JP Morgan's annual healthcare conference, $XBI still has taken a nose dive. On this week's episode, Agustin discuss how to find value among the wreckage that $XBI has generated and highlights in particular one company that he believes may get acquired.

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

Welcome to 2022! On this episode, Agustin discusses the recent pullback from $XBI and what the future may hold for investors in 2022 and what investments might be worthwhile for this year. With JPM around the corner there are multiple opportunities to add. Additionally, he highlights what the new data release from $CRIS might mean for the company going forward. 

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

On this episode, Agustin discusses the recent data presented by $MRNA on their flu asset and how it compares with other manufacturers in the flu market. Additionally, it's yet another stressful time for Novavax investors as the company moves toward an FDA approval. What does the future hold for this Covid vaccine manufacture and will it be successful in achieving commercial and manufacturing success? Tune in to find out!

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com

This week on the podcast Agustin discusses $XBI and what the future holds for biotech investing in 2022. Additionally, he shares his reactions to recent Lancet publications regarding heterologous vaccine usage and comparing different booster shots. Finally, $NVAX has received its first legitimate regulatory approval from the WHO.

Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts   Spotify

If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com