On today's #BiotechHangout @biotech1 (Josh Schimmer), @MatteisPaul, @YaronWerber, & @ericschmidt151 discuss biotech state of affairs: general market sentiment, MFN impact on biotech vs pharma & what’s next post MFN, regulatory updates: $URGN approval & RFK Jr tears apart the ACIP committee, investor activism: ADAR1 vs $KROS, Deep Track vs $DVAX, $ELEV & Concentra, emerging theme: psychedelics buzz & upcoming data, plus more news updates: $RNA gets FDA accelerated approval path for FSHD drug, $ASND's Ph2 #achondroplasia results, $MTSR's long-acting amylin data, FDA approves $NUVB’s Ibtrozi, #EULAR2025 updates: $ARGX & $CABA w/myositis data & beyond, CAR-T valuations in I&I space, & much more: xitter.cf/i/spaces/1ZkJzYk…

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…

On today’s #BiotechHangout, @bradloncar @EricSchmidt151 @YaronWerber @MatteisPaul @nkjellson discuss impact of tariffs on biopharma relative to other sectors, FDA updates: Peter Marks’ exit, layoffs, restructuring & some FDA bright spots (PDUFAs, accelerated approvals, $AMGN’s Uplinza approval), outlook for vaccines, U.S. measles outbreak & govt’s reaction, plus on the data front: $EWTX Ph2 Cirrus-HCM results, $LLY’s Ph2 lepodisiran results, $PCVX stock down on Ph2 data, $DNLI accelerated approval filing, TIGIT & learnings in IO, plus $AZN’s $2.5B R&D investment & collab w/Beijing gov’t, bright spots this week including Isomorphic’s $600M raise & $ALMS 80% stock jump & more: xitter.cf/i/spaces/1ypJdZM…

On today’s #BiotechHangout, @EricSchmidt151 @SamFazeli8 @YaronWerber are joined by @IAmBiotech’s John Crowley to discuss BIO’s near-term priorities, how biopharma is working w/the new administration & status of the FDA, plus news of the week including obesity updates: $NVO’s CagriSema data, $ZEAL + Roche deal, $VKTX manufacturing deal, & other news: key $AMGN Uplizna data at #AAN2025 heats up space, small cap oncology acquisition trends w/ Sun Pharma / $CKPT, $BMY / $TSVT deals, $SWTX/Merck KgaA - deal or no deal?, earnings recaps: $BNTX & & $LEGN, & more: xitter.cf/i/spaces/1lPKqMP…

On today’s #BiotechHangout, @daphnezohar @EricSchmidt151 @t_lorriman @BrianSkorney @YaronWerber discuss market/investor blues, #TDCowen Conf takeaways, deals ($JAZZ + $CMRX, $ABBV + $GUBRA,Merck KgaA + $SWTX), data ($PLRX halts Ph2b IPF study, $BHVN’s promising Ph1 results for BHV-1300, $BMY scraps G12D inhibitor from $MRTX deal), RFK Jr.’s #measles response, Senate hearings for NIH/FDA, Conflicts of interest incl. $PFE Cavazzoni from last week), networking dos’ & don’ts etc: xitter.cf/i/spaces/1rmGPylBleEJN…

On today’s #BiotechHangout, @cngarabedian @YaronWerber @SamFazeli8 discuss sector performance, sentiment & the January effect, Q4 results: $ASND, $EXEL, $GSK, $MRNA, plus Tezspire CRSwNP Ph3 data at #AAAAI25 as relating to $UPB & IPO performance ($SEPN/$ZBIO), plus recent landmark IPOs ($MTSR, $SION), Aardvark ($AARD) goes public, deals: $XLO + $ABBV, $SWTX + Merck KgaA, data: $BMS Ph3 Opdualag fails, $ANAB Ph2b Rosnilimab positive RA results, & @steveusdin1 joins to share policy perspectives: xitter.cf/i/spaces/1yoKMov…

On today’s #BiotechHangout hosts @Biotech1 (Josh Schimmer) @YaronWerber @BrianSkorney @t_lorriman @EricSchmidt151 cover macro news of the week: new FTC head & what it means for M&A, biopharma not challenging RFK Jr, BioSecure Act missing from Defense Bill, Luigi Mangione’s arrest, plus #ASH24 highlights: CAR-T battle: $ACLX/GILD vs $LGND/$JNJ, $AGIO & other SCD cell therapies updates, Blenrep’s return, BTK degraders ($BGNE, $NRIX) plus other news: $RVNC/Crown deal, big movers: $CMRX, $CDAL, $QURE & updates from $RLAY, $TRML, $KRYS, $KROS & more: xitter.cf/i/spaces/1mrxmMr…

On today’s #BiotechHangout, hosts @EricSchmidt151 @LifeSciVC @YaronWerber @TimOpler @Seals310 (Mike Yee) discuss @Jefferies HC Conference highlights, @atlasventure’s 2024 Year in Review, emerging themes for 2025, public investor sentiment, #ACR24 recap including $AMGN Ph3 & data from cell therapies for SLE, SSC, IMNM, plus lipid readouts: $LLY, $SLN, $NAMS, $INCY/Escient deal collapse, $KURA pact w/Kyowa Kirin, thoughts on Dr. Oz at CMS & more: xitter.cf/i/spaces/1OwGWNW…

On today’s #BiotechHangout, @daphnezohar @bradloncar @biotech1 @YaronWerber @luba_greenwood @TheDawnBell recap the week’s M&A activity including some ~$1B+ deals (Asahi Kasei/Calliditas, $MRK/EyeBio, $JNJ/Yellow Jersey, $BIIB/Hi-Bio) & M&A FOMO, data/pipeline updates & related stock price reactions ($SMMT, $INSM, $BHVN, $ROIV / $IMVT), $CRGX’s discounted PIPE, should a CEO respond to criticism?, private companies to watch, #ASCO2024 preview & more: xitter.cf/i/spaces/1mnxepa…

Today on #BiotechHangout @daphnezohar @ericschmidt151 @YaronWerber @luba_greenwood discuss market sentiment & Q1 earnings: $ASND, $AMGN & $SWTX, M&A news: $ONO acquires $DCPH for $2.4B & $NVS pays $1B for Mariana, plus Covid fatigue, Biden’s Cancer Moonshot gets cut, $JNJ & $BMS IRA lawsuits thrown out, FTC targets “junk” patents, $BBIO’s oncology spinout, $XFOR’s XOLREMDI FDA approval, obesity ($AMGN/$VKTX), COPD news: potential delay of $REGN’s Dupixent & $AMGN/$AZN data at #ATS2024, & @adamfeuerstein joins to discuss $MOR cancer drug safety risks & more: xitter.cf/i/spaces/1YqKDgQ…

On today’s #BiotechHangout @daphnezohar @biotech1 @SamFazeli8 @YaronWerber discuss the roller coaster ride of Q1 earnings including $AZN, $BMY & $NVS massive upgrade, financings & deals: Xaira Therapeutics $1B raise, $INCY acquires Escient for $750M, Metsara’s $350M launch, Cellares/ $BMY $380M collab & $TAK/Astellas/Sumitomo joint venture, plus two FDA approvals in oncology: $IBRX ’s ANKTIVA & @drsam joins to talk $DAWN ’s OJEMDA, positive data from $ACRV & $NBIX, Biden’s capital gains tax proposal, FTC bans non-competes, liked vs unliked CEOs & more: xitter.cf/i/spaces/1RDGlld…

On #BiotechHangout today @cngarabedian @biotech1 @TheDawnBell @MatteisPaul @YaronWerber discuss this week’s deals in the ADC space: $GMAB/Profound Bio, $IPSEY/ $STRO & Merck/Caris, more big private deals: Metsera, Oruka, Obsidian, Alterome, Neurosterix & Contineum, also data from $ROIV, $GRTS, Verve, LENZ & $VRTX, plus Amylyx pulls ALS drug from market, $ACOR & Eiger bankruptcies, & more: xitter.cf/i/spaces/1YqxoDm…

On today’s #BiotechHangout @daphnezohar @bradloncar @TimOpler @mpreminger @EricSchmidt151 @YaronWerber discuss biotech sector performance & predictions, pharma R&D investments, M&A: $AZN ’s $800M upfront to acquire Amolyt, $NVS acquires IFM Due, plus $LLY ’s Amazon Pharmacy deal, FDA AdComms for $TSVT & $LEGN, @IAmBiotech cuts ties w/ WuXi, data: $IONS positive Ph2 MASH trial, $ACAD schizophrenia treatment fails Ph3 study & $SLN positive Ph3 Lp(a) data, AAD Meeting recap & new I&I mechanisms, UNH’s cyberattack, & more: xitter.cf/i/spaces/1nAKEak…