In this episode, John Gagliano and Chef Sheffield review the biotech landscape of 2025, discussing key trends, FDA clarity, and the impact of CRLs on investor confidence. They highlight significant companies and catalysts to watch as they transition into 2026, emphasizing the importance of institutional investments and upcoming events that could shape the market. 

In this episode:
🔹 2025 saw increased clarity from the FDA
🔹 The upcoming JP Morgan conference will set the stage for 2026
🔹 CRLs are not the end

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano and Sheff Sheffield discuss the current state of the biotech market as they approach the end of the year. They reflect on recent trading successes and challenges, emphasizing the importance of understanding catalysts and market reactions. The conversation also highlights the significance of insider trading and institutional movements in stock performance. Finally, they explore upcoming catalysts and provide insights into their stock watchlist for the remainder of the year. In this conversation, CS (Sheff) Sheffield discusses various emerging biotech companies and their upcoming clinical trials, data releases, and market implications. He highlights the significance of low float stocks, the potential for substantial market movements based on positive data, and the importance of regulatory pathways in the biotech industry. The discussion also covers specific companies, their innovative therapies, and the competitive landscape in the pharmaceutical market, particularly focusing on PDUFA dates and biosimilars.

In this episode:
🔹 Institutional buying can greatly influence stock prices. 
🔹 Low float stocks can lead to significant price movements. 
🔹 Patience is crucial when waiting for 510k approvals. 

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano speaks with Neil Lineberry, VP of Corporate Development at MoMA Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on dynamic proteins and precision medicine. Neil shares his journey in biotech, the mission of MoMA Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, collaborations, and the Nomatic platform, highlighting the importance of tailoring the rapies to individual patient needs.

📲 Follow Neil Lineberry: 
https://www.linkedin.com/in/neil-lineberry-wahoo
https://momatx.com/team/

In this episode:
🔹 Precision medicine tailors therapy to the patient's unique characteristics.
🔹 MoMA's lead program targets DNA polymerase theta for cancer treatment
🔹 Upcoming data readouts are critical for MoMA's future growth.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode of Biotech Bulls and Breakthroughs, John Gagliano and Christopher Sheffield discuss the current state of the biotech market, focusing on trends, upcoming catalysts, and the implications of patent expirations. They delve into the evolving landscape of rare diseases, the impact of Keytruda's patent expiration on Merck and the market, and highlight key upcoming events such as ESMO. The conversation also explores options trading in biotech and concludes with insights into future market outlooks.

In this episode:
🔹 Rare diseases are becoming a focal point for biotech companies.
🔹 Priority review vouchers can be a game-changer for small biotech companies.
🔹 Biotech options complexity vs stock trading for simplicity.

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano and Sheff discuss the latest trends in the biotech market, focusing on key companies, earnings season insights, and upcoming catalysts. They highlight the importance of FDA communications and breakthrough designations, as well as the impact of recent data releases on stock performance. The conversation also touches on charity work and includes a brief interview with Billy Henry, the Founder of an organization that helps the visually impaired.

In this episode:
🔹Viking Therapeutics has faced challenges with recent data releases.
🔹 How Breakthrough designations can enhance a company's market position.
🔹 The FDA's communication with companies has improved, leading to faster decisions.

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode of Biotech Bulls and Breakthroughs, host John Gagliano speaks with Annalee Armstrong, Senior Editor at BioSpace, about the current state of the biopharma industry. They discuss exciting developments in neurodegenerative diseases, the hype surrounding GLP-1 drugs, the future of oncology, the psychedelic drug market, the role of the FDA, and the impact of AI on drug discovery. Annalee emphasizes the need for certainty in the biotech industry and the importance of focusing on good science amidst the current uncertainties.

📲 Follow BioSpace's Senior Editor Annalee Armstrong: 
https://www.linkedin.com/in/annalee-armstrong
https://www.biospace.com/annalee-armstrong

In this episode:
🔹Alzheimer's is seeing exciting developments. 
🔹 GLP-1 drugs currently overshadow other critical therapeutic areas. 
🔹 The psychedelic drug market has potential but faces monetization challenges.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano and Sheff discuss current trends in the biotech market, focusing on investment strategies, the importance of catalyst dates, and stock evaluation. Sheff shares insights on his watchlist for upcoming biotech plays, emphasizing the importance of due diligence in making informed investment decisions. The conversation highlights the potential of small-cap stocks and the dynamics of trading around specific actionable dates.

In this episode:
🔹Investors should consider the cash runway and partnerships of biotech companies. 
🔹 Investors should consider the business fundamentals of biotech companies.
🔹 July is a busy month for biotech companies to release data.

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, biotech content creator  The Biotech Investor (Wassim Laroussi) shares his unique journey into biotech investing, discussing his background, strategies for selecting biotech stocks, and insights on current market trends. He emphasizes the importance of understanding the business behind biotech companies, the risks involved, and the potential for significant returns. Waseem also highlights the future of biotech, including the impact of AI and upcoming breakthroughs.

📲 Follow The Biotech Investor: https://www.youtube.com/@TheBiotechInvestor-mq9b

In this episode:
🔹Wassim's background in pharmacy and finance shaped his investment approach.
🔹 Investors should consider the business fundamentals of biotech companies.
🔹 Understanding cash burn and balance sheets is crucial for biotech investing.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano and Sheff discuss the recent ASCO conference, its significance in the oncology space, and key takeaways from the event. They delve into the importance of biotech conferences for investors, analyze oncology companies and their drug development strategies, and explore investment strategies focusing on smaller biotech firms. The conversation also touches on the role of AI in drug development and highlights current watchlist stocks with upcoming catalysts.

In this episode:
🔹 ASCO Recap & Conferences
🔹 AI in drug development
🔹 M&A Biotech Activity

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode of Biotech Bulls and Breakthroughs, John Gagliano shares insights from the Financial Times US Pharma and Biotech Summit, discussing the optimism among pharma executives despite market volatility, the rise of innovation in China, trends in mergers and acquisitions, and the evolving role of AI in biotech. He also previews key highlights from the upcoming ASCO conference, emphasizing the importance of these events for investors and the biotech community.

Takeaways

• Pharma executives are surprisingly optimistic despite market volatility.
• The US remains a leader in biotech innovation.
• China is emerging as a significant player in drug development.
• Mergers and acquisitions are currently stagnant but necessary for future growth.
• AI is still in the early stages of adoption in biotech.
• The FDA is becoming more open to AI technologies.
• Breast cancer research will be a major focus at ASCO.
• Drug pricing in the US needs to be addressed for better patient care.
• The Healthy China 2030 initiative is boosting drug development in China.
• ASCO will showcase advancements in biomarker discovery and therapeutics.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.