
Sign up to save your podcasts
Or
On this week’s episode, Brad Loncar, Eric Schmidt, and Sam Fazeli kick off with a look at Sanofi’s $9 billion acquisition of Blueprint Medicines, highlighting the move as a mature, strategic bet for Sanofi and a positive sign for investment in biotech. On the data front, the group highlights the Phase 3 HARMONi trial from Summit and Akeso in non-small cell lung cancer, which is the first to include both U.S. and Chinese patients in a head-to-head comparison with Keytruda. Vera Therapeutics’ positive Phase 3 data in IgA nephropathy was also discussed. The conversation shifts to ASCO 2025, spotlighting early-stage data in targeted protein degraders and novel therapies in breast cancer and myeloma. Despite some volatility in share prices and lack of bold headlines coming out of ASCO, overall sentiment remains optimistic about the pace of innovation in oncology. Next, they dive into TIGIT developments from Roche and AstraZeneca, noting AstraZeneca’s ambitious 10 Phase 3 trials. The episode wraps with Bicara Therapeutics’ updated data in HPV-negative head and neck cancer, targeting a subgroup identified through translational research. *This episode aired on June 6, 2025.
4.5
1818 ratings
On this week’s episode, Brad Loncar, Eric Schmidt, and Sam Fazeli kick off with a look at Sanofi’s $9 billion acquisition of Blueprint Medicines, highlighting the move as a mature, strategic bet for Sanofi and a positive sign for investment in biotech. On the data front, the group highlights the Phase 3 HARMONi trial from Summit and Akeso in non-small cell lung cancer, which is the first to include both U.S. and Chinese patients in a head-to-head comparison with Keytruda. Vera Therapeutics’ positive Phase 3 data in IgA nephropathy was also discussed. The conversation shifts to ASCO 2025, spotlighting early-stage data in targeted protein degraders and novel therapies in breast cancer and myeloma. Despite some volatility in share prices and lack of bold headlines coming out of ASCO, overall sentiment remains optimistic about the pace of innovation in oncology. Next, they dive into TIGIT developments from Roche and AstraZeneca, noting AstraZeneca’s ambitious 10 Phase 3 trials. The episode wraps with Bicara Therapeutics’ updated data in HPV-negative head and neck cancer, targeting a subgroup identified through translational research. *This episode aired on June 6, 2025.
4,365 Listeners
764 Listeners
1,633 Listeners
1,088 Listeners
124 Listeners
325 Listeners
60 Listeners
86 Listeners
33 Listeners
146 Listeners
412 Listeners
15 Listeners
11 Listeners
14 Listeners
5 Listeners