On this week’s Biotech Hangout, hosts Daphne Zohar, Tim Opler, Dawn Bell, Ethan Perlstein and Eric Schmidt discuss the latest in biotech news, including the overall performance of IPOs this year, including Metagenomi’s IPO this week and what it means for the IPO window. The hosts also debate the value of tracking 13Fs as an investment strategy, M&A news including Gilead’s $4.3B acquisition of CymaBay, plus offerings and some related data for Larimar ($150M offering and Phase 2 data), PRIME Medicine ($140M offering), Sana ($165M offering), Crispr ($250M offering) and KalVista ($160M offering and Phase 3 data). The group also commented on news from two companies – Merrimack Pharmaceuticals and LianBio – who will both be winding down and returning the capital to shareholders. Additional topics of discussion include CSL’s Phase 3 trial failure to hit primary endpoint, Alnylam’s decision to change its statistical analysis plan on Helios-B, and private financing mega rounds that drew attention this year, including BioAge Labs’s $170M Series D and Latigo’s $135M Series A financing. This episode aired on February 16, 2024.

On this week’s Biotech Hangout, Daphne Zohar, Josh Schimmer, Grace Colon, Paul Matteis and guest host Yuval Cohen, Corbus CEO, discuss the latest industry news including Corbus’ recent data and offering, plus Immunocore’s private offering ($352M), Vaxcyte’s public offering ($750M) and Alto Neuroscience’s IPO ($120M). They also cover Evaluate’s top 10 most anticipated drug list, Vertex’s non-opioid drug meets its goal in trials, Dyne Therapeutics weighs takeover interest options and Biogen ends development and sales of Alzheimer’s Disease drug. The hosts debate whether the week’s deals (Regeneron buying 2seventy bio’s pipeline and Protagonist Therapeutics and Takeda’s licensing deal) create or destroy shareholder value. Other topics of discussion include biotech advocacy, including bipartisan R&D tax credit restoration bill and Janet Woodcock’s exit interview, plus Vanda Pharmaceuticals’ claim against the FDA. *This episode aired on February 2, 2024

On this week’s Biotech Hangout, hosts Brad Loncar, Tim Opler, Luba Greenwood and Brian Skorney discuss the latest industry news including 2 biotech IPOs from ArriVent Bio ($175M) and CG Oncology ($380M). They also discuss Sanofi buying Inhibrx ($2.2B), Kura Oncology’s private placement ($150M) and Gilead’s failed phase 3 study. The hosts cover class-wide black box warnings from the FDA, including Amgen’s Prolia, plus Eli Lilly’s investigational gene therapy for hearing loss data, HPV vaccine study in Scotland and The House Ways and Means Committee approves restoration of R&D tax credit. *This episode aired on January 26, 2024

This week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, John Maraganore and Grace Colon discuss the news of the week including several early-stage IPO filings that kicked off the year: Kyverna Therapeutics, CG Oncology and Alto Neuroscience. The hosts also cover AI enabled biomarkers following the FDA’s clearance of two AI diagnostic tools, plus the FDA expands approval of Vertex and CRISPR’s Cagevy as a first CRISPR-edited therapy for beta-thalassemia. They also discuss early-stage funding and an amicus brief that many biotech executives have signed, following the decision on Mifepristone. Other topics include BridgeBio Pharma securing capital from Blue Owl Capital and Canada Pension Plan Investments, Regenxbio Phase 2 data, Wiley Chambers retires and Vivek Ramaswamy drops out of the presidential race. Plus, Bernat Olle, Vedanta Biosciences CEO, joins the group to discuss his recent Timmerman Report article on investor and entrepreneur discussions. *This episode aired on January 19, 2024

On this week’s Biotech Hangout, hosts Daphne Zohar, Josh Schimmer, Brad Loncar, Dawn Bell and Sam Fazeli discuss the latest in biotech news, including their takeaways from last week’s JPM 2024 conference and Brad’s BiotechTV interviews with several attendees. The hosts also discuss the many deals from the week including Merck’s acquisition of Harpoon Therapeutics ($680M), Johnson & Johnson’s acquisition of Ambrx ($2B), GSK acquires Aiolos Bio ($1.4B), Boston Scientific acquires Axonics ($3.7B) and several Novartis deals including their dropped pursuit of Cytokinetics, acquisition of Calypso ($250M), their licensed drugs from a China biotech ($185M) and their deal with Eli Lilly and Isomorphic Labs ($3B). Other topics include two preclinical companies, Metagenomi and ArriVent file for IPO, Vertex pauses its diabetes cell therapy trial and Astellas gets a CRL. *This episode aired on January 12, 2024

In the first Biotech Hangout of 2024, RA Capital’s Peter Kolchinsky joins hosts Daphne Zohar, Josh Schimmer, Tim Opler, Paul Matteis and Luba Greenwood to discuss the latest biotech news. They start with the last M&A deals of 2023 including Bristol Myers Squibb’s acquisition of Karuna and Rayzebio, and AstraZeneca’s acquisition of Gracell. They discuss insights from RA Capital’s latest sector analysis and the outlook for the sector in 2024, plus JPM predictions. The hosts also cover news from the first week of 2024 including Longboard Pharmaceuticals and Dyne Therapeutics data, Novartis’ expanded collaboration with Voyager, the FDA’s hold on Iovance’s TIL therapy and their approval of AstraZeneca and Ionis’ rare nerve disease treatment. Other topics include Goldman Sachs life science investment fund and ImmunityBio’s royalty financing. *This episode aired on January 5, 2024

Guest host Nick Shipley, Bio’s policy expert joins Daphne Zohar, Brad Loncar, Mike Yee and Yaron Werber on this week’s Biotech Hangout. The group discusses policy affecting biotech, including march-in rights, PBMs, IRA and FTC involvement plus bipartisan initiatives like the Orphan Cures Act. They also discuss the state of the XBI and industry sentiment, Bluebird Bio’s setbacks following FDA approval and Pfizer’s stock after its 2024 forecast revenue. They cover data from Vertex, Icosavax, Arcellx and Legend, plus several ADC deals including Bristol Meyers Squibb, SystImmune, C4 Therapeutics, Merck, Nona Biosciences and Pfizer. Other topics include updates from ASH, the new Amgen CSO plus the group shares their thoughts on what to expect in 2024. *This episode aired on December 15, 2023

On this week’s episode of Biotech Hangout, Josh Schimmer, Tim Opler, Chris Garabedian, Dawn Bell and guest host Eric Schmidt, Biotech Analyst, discuss the latest industry news. They cover the JPM year in review, XBI performance, plus Abbvie’s acquisition of Cerevel and the implications for Karuna. They also discuss a big GLP-1 deal from Roche and Carmot, the AstraZeneca/ IRA case and EV negative biotechs. They also talk about three big investors days from J&J, Sanofi and Neurocrine Biosciences, plus CVS’s update on how they will cover drugs, Eyepoint Pharmaceutical’s wet AMD data and much more. *This episode aired on December 8, 2023

On this week’s episode of Biotech Hangout hosts Daphne Zohar, Tim Opler, Josh Schimmer, Chris Garabedian, John Maraganore and Ethan Perlstein discuss the latest industry news including takeaways and sentiment from the recent Jefferies, Stifel, American Heart Association and ACR conferences. They also discuss Ajinomoto acquiring Forge Biologics ($620M), Crispr and Vertex MHRA approval in the UK, Verve data and Novo Nordisk’s SELECT trial details. They hosts discuss Astellas’ acquisition of Propella ($175M) and the differences between Propella and PureTech’s lymphatic-focused technologies, on the back of PureTech’s Phase 2 data. Other topics include three merger agreements: Graphite Bio/ Lenz Therapeutics, Q32 Bio/Homology Medicines and Selecta Biosciences/ Cartesian Therapeutics, adcomm for Merck’s inhibitor for chronic cough and more. *This episode aired on November 17, 2023

Hosts Brad Loncar, Tim Opler, Josh Schimmer, Dawn Bell and Yaron Werber discuss the latest industry news on this week’s episode of Biotech Hangout. They cover several upcoming conferences including the American Heart Association, which the hosts say will highlight market moving data and a “biologics revolution”, plus ACR, which will highlight CAR-T data, and the Liver Meeting. The hosts also discuss Eli Lilly’s drug approval for weight management, Cargo Therapeutics’ IPO terms and Adverum’s 3-year AMD data. There is also news in the I&I space from Moonlake Therapeutics, who was off by more than 20% after announcing psoriatic arthritis data and Ventyx Biosciences halting its Phase 2 TYK2 trial. Other topics include BioNTech’s R&D day, Pfizer and BioNTech’s vaccine data and activist investor Elliot Investment Management buys over $1B stake in BioMarin. *This episode aired on November 10, 2023