He discusses the rationale behind the firm's asset-centric approach and highlights Vicebio as an example of how it works. Plus, his take on the current investment environment.

Sean Bohen explains what he believes is the significance of the Roche announcement, and why he believes Olema's could potentially be a best in class oral SERD. Plus, a preview of data that will deliver sometime next year.

He discusses Zealand's partnership with Roche, and new data that will be coming next year. Plus, the company's partnership with Boehringer on survodutide.

CEO Laurent Levy introduces us to the company's Curadigm Nanoprimer platform and explains its potential use cases. Plus, an update on the company's JNJ partnership, and a recent royalty deal.

He shares his take on the capacity for pharma to do more buying, and list his favorite areas of science, which include I&I, CNS/Neurology, and modalities such as bi-specifics and tri-specifics.

He mentions momelotinib, Blenrep, B7-H3, depemokimab, efimosfermin, IL-33, TSLP, and more. Plus, GSK's dealmaking strategy.

CEO Kenneth Galbraith explains the new dual business focus and walks us through the topline HER2 data.

He covers the company's oral IL-23 (partnered with JNJ), rusfertide (partnered with Takeda), and a new early stage obesity program.

He hit on earnings, the HER2, degraders, and what BeOne is looking for in potential partners.

Chairman and managing partner Antoine Papiernik tells us about the fund and how he expects to deploy it. Plus, the current state of European biotech.