Episode 79

On this week’s episode of Biotech Hangout, hosts Daphne Zohar, Tim Opler, Josh Schimmer, Brian Skorney and guest Matthew Gline, Roivant CEO discuss the current market for public biotechs plus Pharma performance including Sanofi, Pfizer, Bristol Myers Squibb, Roche, Biogen and Abbvie. The hosts also discuss Sarepta’s trial miss, and Matt shares additional commentary to Roivant’s deal with Roche. They also share thoughts on Lexeo Therapeutics’ IPO ($100M), 4D Molecular Therapeutics’ CF Phase 1 data and AstraZeneca’s investment in Cellectic ($245M). There were several large funds from the week including Abingworth’s fundraise ($365M), Blue Owl- Cowen Investments acquisition (~$1B) and Bioluminescence Ventures’ fundraise ($477M). Other topics include Bluebird Bio presells its PRV to Novartis, Amgen stops selling PSMA BiTE, Crispr Therapeutics/Vertex adcomm and Pfizer closes several sites. *This episode aired on November 3, 2023

Josh Schimmer disclosures: The disclosures for companies that I cover can be found on the Hangout homepage and none of the comments should be construed as investment advice.