Business Of Biotech

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On this week's episode of the Business of Biotech, Bret Bostwick, M.D., Venture Partner at Breyer Capital, a family office, talks about his path from medical geneticist to CNS drug development and biotech investing. Bret reflects on lessons he learned at Alnylam about the power of genetically validated drug targets and the importance of team culture, why CNS drug development fails so often, and the problem with animal models. He also talks about where AI is truly helping early-stage biotechs, and where it can create problems. 

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On this week's episode of the Business of Biotech, Simeon George, M.D., Cofounder and CEO at SR One Capital Management, returns to the show to talk about how SR One evaluates biotech investment targets, and the good and bad signs that emerge during diligence. Simeon also discusses a new report published by SR One  on how AI and China are changing the strategy and playbook for new drug creation.  

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On this week's episode of the Business of Biotech, Cyriac Roeding talks about cofounding and leading Earli, a "bioAI" company using synthetic DNA switches and cancer-binding lipid nanoparticles to transform cancer cells into immune therapy-producing factories in vivo.  Cyriac also discusses China’s newest five-year plan for biotech (2026 to 2030), why U.S. funding cycles are pushing innovation offshore, and how a U.S. sovereign wealth fund could support preclinical and early-stage drug development leadership at home.  

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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On this week's episode of the Business of Biotech, Philina Lee, Ph.D., CEO at AdvanCell, explains how lead-based targeted alpha therapies can unlock deeper, more durable cancer responses, and why radiopharmaceutical companies live or die by manufacturing. Philina talks about AdvanCell's recent oversubscribed $315 million Series D raise, the company's vertically integrated manufacturing capability, and future plans for a regional U.S. manufacturing network. She also reflects on the current targeted alpha therapy landscape and how it could evolve over the next few years. 

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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Find Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

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On this week's episode of the Business of Biotech, Alex Aravanis, M.D., Ph.D., CEO of Moonwalk Biosciences, talks about the opportunity in obesity beyond GLP-1s. He describes Moonwalk’s adipose-targeted siRNA strategy, the genetics-driven logic behind its targets, and what it takes to fund and build a clinical-stage company. Alex also discusses Moonwalk's recent $70 million Series B raise, using AI to prioritize targets and improve siRNA design, and how weight loss without appetite suppression could preserve lean muscle mass and improve tolerability. 

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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On this week's episode of the Business of Biotech, Independent Board Director and five-time public company CFO Alan Shaw returns to the show for an update on current biotech financing and the strategies needed to secure capital now. Allan explains how biotech investors price risk as the market opens back up, the importance of valuation discipline, and the financing choices that separate “available capital” from “accessible capital.” Allan also discusses the trade-offs inherent to different funding types.  

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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On this week's episode of the Business of Biotech, David Craig, Cofounder, President, and CEO at Sarcomatrix, explains why the old biotech playbook breaks down in today’s funding environment and what it takes to build a lean virtual drug development company without institutional financing. Craig describes practical financing paths, hard truths about costs, and the tradeoffs that make a rare disease program investable through alternative fundraising strategies. He also shares what can and cannot be outsourced, and how regulatory sequencing shapes financial planning and timelines. 

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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On this week's episode of the Business of Biotech, Olivier Litzka, Partner at Andera Partners, talks about what it really takes for biotech companies to attract capital, stay focused, and survive the moments when biology and execution punch back. Olivia also discusses a collaborative effort in Europe to create a stronger public market and investor base, and what the emergence of AI and Chinese biotech means for building tomorrow's biotech companies. 

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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On this week's episode of the Business of Biotech, Omar Khalil, Managing Director at Santé Ventures, describes forming and funding startups and  early-stage biotech companies with a focus on clinical data and differentiation as the key value drivers. Omar talks about his interest in 'undruggable targets,' what's happening with the IPO market, an investor shift from biology risk to commercial risk, and building companies through a venture creation process. 

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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On this week's episode of the Business of Biotech, Brian Sullivan, CEO at Celcuity, talks about winning the company's first FDA approval for Revtorpyk, a kinase inhibitor for breast cancer patients, and why targeting an “untreated disease mechanism” can beat chasing a single mutation. Brian also discusses the process for licensing a shelved Pfizer asset for development, designing Phase 3 trials that challenge assumptions, the benefits of FDA's Real-Time Oncology Review, and managing downside risk while advancing new indications, all while building a launch-ready company without losing pipeline momentum. 

Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  

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Get in touch with guest and topic suggestions: [email protected]

Find Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/