On today’s #BiotechHangout @ColonGraceE, @TimOpler, @soowannaway (Graig Suvannavejh), & @EricSchmidt151 will cover market sentiment: 2026 biopharma market outlook, a bull/bear debate on the sector, companies gearing up for IPOs – are we ready?, deals: $GSK’s $2.2B acquisition of $RAPT, $JANX / $BMY $850M deal, policy: US exits the WHO, latest biotech funding bill topics, FDA’s MRD-negative guidelines for myeloma, company news: $CRVS Ph1 atopic dermatitis data (stock jump & competitive landscape), plus @TimOpler’s women’s health report & much more: xitter.cf/i/spaces/1PlJQOp…

On today's #BiotechHangout, @ColonGraceE, @cngarabedian, @SamFazeli8, @MatteisPaul, @YaronWerber, and special guest @johnbstanford will cover policy: NDAA provisions & implications for biotech, industry trends & deals: big Monday w/ $1.85B in biotech financings – most in one day?, $XBI’s sustained momentum & positive signals, $LLY’s acquisitive strategy, plus Fosun+$PFE deal for oral GLP-1, conferences: #ASH2025 ($AZN, $LLY vs $ONC, $JNJ/$LEGN vs $GILD/ACLX, $GMAB, $TERN), #ESMOAsia25 ($BNTX, Zelgen, $GSK, & other ADCs), $CGON at #SUO25, plus other data: $DYN positive DMD data, obesity news ($GPCR, $WVE, Ascletis), Endpoints 100 takeaways & much more: xitter.cf/i/spaces/1lPKqvd…

On today’s #BiotechHangout, @SamFazeli8, @JMaraganore, @nkjellson, and @gline discuss MFN (Most Favored Nation): the 30-day pharma ultimatum, 180 days for negotiation, reimportation – is this possible?, ex-US prices, DTC sales, Roche’s threats to pull back US investments, $SNY joins ‘invest in US’ list w/$20B to 2030 pledge, & in other news: budget reconciliation proposals -Orphan Cures, PBM reform & R&D tax reduction, IRA Part B guidance ($HALO hit hard), $RXRX trims pipeline & InSilico HK’s 3rd IPO attempt – a reckoning for AI drug discovery?, the Galapagos rollercoaster, $CTMX back from the dead, $GSK buys Boston Ph3-ready liver drug, $GSK/iTeos TIGIT update, $NVO CEO fired, RNA deals: $LLY/Rznomics $1B deal & $ABBV/ADARx $335M upfront cash, & much more: xitter.cf/i/spaces/1OwGWXA…

On today’s #BiotechHangout, @ColonGraceE, @biotech1 (Josh Schimmer), @SamFazeli8, @t_lorriman, @ericschmidt151, @YaronWerber discuss new CBER director Vinay Prasad, Trump’s surgeon general pick Casey Means, $SRPT’s news, Medicaid MFN, tariff updates, $NVAX COVID vaccine update, $GSK’s missed PDUFA, data: Genocury’s first in vivo CAR-T, $PTC’s #HuntingtonsDisease update, a choppy Q1 & earnings: $KRYS, $NVO, $RVMD, $BNTX, & much more: xitter.cf/i/spaces/1zqJVjb…