He describes how some front and center issues for biotech either do or don't affect the M&A environment such as China, negative enterprise values, the FTC, valuations, the patent cliff, and more.

He discusses data presented at #ADA25 including Eli Lillys Orforglipron and Bimagrumab, Novo Nordisk's CagriSema, and Amgen's MariTide. Plus, thoughts on Viking's program as it enters phase 3.

Josh Cohen and Justin Klee walk us through the lead program, avexitide, which is a GLP-1 antagonist and is currently in a pivotal study that will read out in 1H26. Plus, updates on AMX0035 in Wolfram Syndrome and Progressive Supranuclear Palsy, and an ALS program targeting calpain-2 that will have initial data later this year.

CEO Paul Higham describes the biology of GPR65 inhibition, something that pharma companies have previously tried to do, and explains how cancer patients who genetically have low signaling are seen to have better outcomes in than other genotypes.

Co-Founder Linda Goodman describes the product and the numerous components that go into the scoring.

Simon Ward, Co-Director along with John Atack, describes the founding of the institue and why Cardiff University was a good fit. He describes the goal, to get science through biotech's "valley of death" and to help turn more discoveries from the university into medicines, and how they partner with industry.

Kate Bingham describes the type of investments SV makes, which was in the news this week for being the founding investor of the neuropsych company Draig Therapeutics that exited stealth with $140M. Plus, having previously served as the chair of the government's Vaccine Taskforce during COVID, she also shares her thoughts on the evironment in the UK and the MHRA.

Co-Founder and CEO Wyatt McDonnell describes why Infinimmune believes that learning directly from the human adaptive immune system is an ideal way to engineer antibodies, and he describes why he believes the model will be successful for drug development both inside and outside of autoimmune conditions.

An Operating Partner at SV Health Investors, she describes how the company came together after reaching out to Cardiff University Professors John Atack and Simon Ward. She highlights how unusual it is to have clinical proof of concept data already while raising a series A, and why she believes Draig will make a difference for patients.

CEO Søren Bregenholt describes Alligators phase 2 data, as well as regulatory feedback it has received regarding the phase three trial design. He desribes looking for a partner, and what other cancers the therapy could have utility in. Plus, a next-generation bi-specific targeting CD40 and CEACAM5.