He talks about Perceptive's investment philosophy, his take on the year ahead, areas he thinks are over and under hyped, and thoughts on China. Plus, the rationale for a few of his top holdings.

He discussed the REMS, launch plans, market opportunity, payors, and the metrics that the company will offer publicly over time. Plus, previewing a key new data readout that will be coming in the second quarter of this year.

He describes one patient data from an investigator led study in Europe, and explains how Sana's program is slighly different. The company aims to file an IND this year. Plus, discussing the company's unique delivery mechanism for in vivo CAR-T.

He discusses the TYK2 landscape and describes why Alumis believes TYK2 can be a broad class in immunology.

She walks us through LB-102, a methylated derivative of amisulpride, a therapy that has a history of success in Europe. Plus, her thoughts on the obesity market (she was CEO of Carmot Therapeutics at the time of its acquisition by Roche) and being a member of the Biotech CEO Sisterhood.

Plus, how the neuroscience company has used its long history working with corticotropin releasing factor to move into obesity, with a project that acts on targets in the brain.

Najat Khan describes the impact Recursion's work is having, such the surprising PoC of using MEK1/2 inhibition as a target for treating Familial Adenomatous Polyposis (PAP). Plus, she discusses other programs and large-pharma partnerships, and using new tools such as Boltz-2.

He describes the 'best-in-class' profile he believes INHBE can show in the obesity space. Plus the latest on other programs and how Wave is working on a new a new bifunctional modality.

He discusses key data in the year ahead including from Immunovant and Priovant. Plus, an update on the lawsuits regarding covid vaccine LNP delivery IP and how he thinks about Roivant's cash balance.

He talks about KRAS degraders, claudin 18.2, AAV gene therapy, and more. Plus, how Astellas thinks about the coming patent expiry of Xtandi.