On this week’s episode, hosts Daphne Zohar, Josh Schimmer, Tim Opler and Sam Fazeli discuss the fall of Silicon Valley Bank (SVB), private financings, drug pricing and more. The hosts jump right into SVB, summarizing how the fall happened and the potential threats and implications to the industry. They comment on how this would have been an otherwise great week for private biotechs, but now many may be scrambling. The discussion turns to President Biden’s budget proposal impacting drug pricing a...
Mar 13, 2023•1 hr 1 min
On Biotech Hangout this week, hosts Daphne Zohar, Josh Schimmer and Brad Loncar are joined by Andy Plump, President, Research & Development at Takeda, and Mathai Mammen, former Executive Vice President, Pharmaceuticals, R&D, Johnson & Johnson. The group kicks off with a discussion on productivity in the pharma industry, including cost increases to the innovations that are on the horizon and improved efficiencies in trials, manufacturing and beyond. The group transitions to talk about...
Mar 13, 2023•1 hr 7 min
This week, Paul Hastings, Chief Executive Officer and President of Nkarta Therapeutics and Chair of the Biotechnology Innovation Organization (BIO), joins Biotech Hangout hosts Daphne Zohar, Josh Schimmer, Rob Perez and Dawn Bell. The group discusses the latest biotech industry consolidations and dissolutions and Big Pharma’s looming patent cliff. They touch on controversies surrounding Vertex’s latest drug pricing, the abortion pill ban and pending implications for the FDA, industry diversity a...
Mar 03, 2023•1 hr 7 min
On Biotech Hangout this week, hosts Daphne Zohar, Tim Opler, Chris Garabedian, Bruce Booth and Michal Preminger are joined by Andy Plump, President, Research & Development at Takeda, and Jay Bradner, Physician-Scientist and former President of the Novartis Institutes for BioMedical Research. They talk pharma productivity and its impact on M&A, new models for advancing and funding medicine and why we need them and what a pharmaceutical R&D head actually does. Andy and Jay discuss conf...
Feb 22, 2023•1 hr 8 min
This week’s Biotech Hangout theme is, “the good, the bad, the ugly” … and the “interesting.” Starting with “the good,” hosts Daphne Zohar, Josh Schimmer, Tim Opler, Dawn Bell and John Maraganore discuss the Mineralys ($MYLS) IPO and recent deals including Pfizer, Novartis and Merck on the hunt for new deals and CVS’s acquisition of Oak Street Health, a value-based primary care company and rival to United Healthcare. The “bad” centers around recent layoffs and shutdowns in the industry and govern...
Feb 14, 2023•59 min
This week, hosts Daphne Zohar, Josh Schimmer, Dawn Bell and Sam Fazeli cover recent biotech earnings, big pharma revenue drivers, FDA news, data and much more. The group kicks off the conversation by addressing the slow week in M&A news before diving into the profitability of Medicare Advantage for private insurance and the new RADV rule updates announced – they also touch on how this rule will impact the future of pharma. Additionally, the hosts cover big pharma patent expiries & pipeli...
Feb 06, 2023•59 min
On this week’s episode, hosts Daphne Zohar and Josh Schimmer welcome founder and former CEO of Alnylam, John Maraganore, as a guest, and are joined by Ethan Perlstein, Rob Perez, Michal Preminger and Chris Garabedian. The discussion begins with a recap from John’s recent op-ed article published in The Timmerman Report that poses the question: ‘Is it the right time for biotech to be back together in person?’ The group debates the subject of remote vs. hybrid work models and discusses other cultur...
Feb 06, 2023•1 hr 2 min
On this week’s episode, hosts Daphne Zohar, Bruce Booth, Dawn Bell and Tim Opler are joined by Rajiv Kaul, portfolio manager in the equity division at Fidelity Investments, to discuss the latest data, financial and M&A news in the industry. The group begins by discussing an optimistic outlook for the biotech industry as financial trends seem to be shifting, noting that some of the most important breakthroughs in science and tech have followed challenging economic periods. They dive into the ...
Jan 30, 2023•59 min
On the two-year anniversary of the launch of Biotech Hangout (formerly Biotech Clubhouse), Daphne and Josh are joined by Chris Garabedian and Brad Loncar, two of the Biotech Clubhouse co-founders, and Bruce Booth, Dawn Bell & Michal Preminger all drop in. The group kicks off the episode with outlook on 2023 and an in-depth recap of the J.P. Morgan 2023 Healthcare Conference. Overall themes include the “Monday Mystique” of industry pressure to announce deals at the start of the conference, Br...
Jan 19, 2023•1 hr
On the first Biotech Hangout episode of 2023, Daphne, Josh, and Tim are joined by Jefferies’ biotech analyst Michael Yee to recap the deals, financings, and clinical readouts that stood out in 2022. The group discusses the upcoming annual J.P. Morgan Healthcare conference and makes future predictions for 2023, including a possible rebound in China and amore obesity, CNS and small molecule deals. They discuss the Inflation Reduction Act and dive into Jefferies’ January XBI heat map. The group rec...
Jan 11, 2023•56 min
This week, hosts Daphne, Chris, Tim and Dawn are joined by Jeb Keiper, CEO of Nimbus Therapeutics, and by Melanie Senior, Biopharma reporter and analyst, to discuss the latest data, regulatory, and financial news in the biotech industry. Daphne, Chris, Dawn and Tim kick off the episode with insights on recent M&A deals – noting a recent increase in activity that has propelled 2022 into a big year for M&A. The group discusses past acquisitions that led to blockbuster medicines and those t...
Dec 16, 2022•58 min
Hosts Daphne, Josh, Tim and Otello are joined by special guest and biotech investor, Brad Loncar, to discuss the current M&A landscape, data announcements from the week and recent FDA and regulatory movements. Otello began the episode with his observations of trends in M&A including speedy execution of deals and lack of competition to get them. Daphne goes into detail about this week’s deals, including a new, high-stakes partnership between Summit Therapeutics and Akeso to in-license a b...
Dec 16, 2022•58 min
In this week’s episode, Daphne, Josh and Tim are joined by Michal Preminger, Head of Johnson & Johnson Innovation, and Jacob Plieth, Evaluate Vantage journalist, to discuss the latest in biotech takeovers, data readouts and FDA news. Tim kicks off the episode with an update on macro events and his recent analysis on aggregate enterprise value of companies with good clinical data versus not so go good clinical data. Michal leads a discussion on the intersection of academia and the venture cap...
Dec 07, 2022•1 hr
Jeremy Levin, Bruce Booth, Rob Perez, Dawn Bell and Ethan Perlstein join Daphne and Josh to discuss the macro biotech picture, recap the recent Jefferies Conference, discuss the impact of partisanship in healthcare legislation (including IRA), the coming impact for private and crossover investors, the Acrivon Therapeutics IPO & other recent financings, the Editas clinical setback and some recent FDA approvals, and the a16z story about the biggest company in the world being a consumer health ...
Nov 28, 2022•1 hr 4 min
In this episode, Daphne, Josh, Bruce and Dawn are joined by guest Sam Fazeli (Bloomberg) to discuss this week’s biotech news and trends, including priorities in biotech (patients, investments and incentives), hybrid work models, and the new CEO appointments at Seagen and Biogen. In oncology news, the GSK Blenrep failure in multiple myeloma trial and perspective on progression-free survival versus overall survival in oncology and what really matters. From a financial angle, the hosts discuss sing...
Nov 16, 2022•57 min
In this episode, Daphne, Bruce, Tim and guest Jefferies’ Michael Yee discuss the latest happenings in biotech, including recent key earnings, clinical data including ASH abstracts, “BAMG (Bristol Myers Squibb, Amgen, Merck and Gilead) as the new FAANG” and ways that companies are navigating the current challenging financing environment including debt, royalties, reverse mergers & the idea of returning capital after a setback. The episode also delves into the healthy follow-on financing envir...
Nov 07, 2022•1 hr
Lots of news this week! Daphne, Josh and Ethan discuss key binary events of the week, consolidation and the loss of ~40 companies across the industry over the last several months, deals – including the Agios royalty deal, the Sumitomo and Myovant merger and Vaxcyte’s large $690 million offering – as well as Taysha’s criticism around developing ultra-rare diseases and parents getting rights to drugs they helped fund. The hosts also discuss notable earnings from large companies, key FDA actions on...
Nov 07, 2022•59 min
Rob Perez joins Daphne Zohar and Josh Schimmer to discuss the week's deals, data & FDA actions. Special guests include Kevin Judice, CEO of DiCE Therapeutics, and Alex Harding, who delves deeper into his recent Timmerman Report article on the Inflation Reduction Act.
Oct 28, 2022•1 hr 1 min
Hosts Josh Schimmer, Daphne Zohar and Tim Opler talk conflicts of interest in the industry, the Wall Street Journal’s investigation into the FTC and who regulates the regulators. Original air date: October 14, 2022.
Oct 25, 2022•1 hr
Hosts Daphne Zohar, Josh Schimmer and Bruce Booth discuss the recent rally in biotech and short interest stocks, when pharma doesn’t opt in or terminates a partnership, working with various divisions at the FDA and more. Original air date: October 7, 2022.
Oct 25, 2022•1 hr 2 min
Paul Rennert, CEO, President and CSO of Aleta Biotherapeutics joins hosts Daphne Zohar, Brad Loncar and Chris Garabedian to discuss access to research and journal publications. Original air date: August 28, 2022.
Oct 05, 2022•1 hr 16 min
This Biotech Clubhouse Session will cover insights into best practices for providing access to medicines in the developing from industry experts exploring learnings from Gilead Science’s HIV and Hepatitis C Access to Medicines Program. We take lessons from past efforts, look at the current COVID response, and discuss a path forward for low and middle-income countries’ access to COVID vaccines, as well as future life-saving medicines. Guests: Clifford Samuel, Claudio Lilienfeld, Kash Rangan. Host...
Jun 09, 2021•1 hr 3 min•Season 1Ep. 3
Companies can change the world for the better while advancing their own business goals by supporting community-building activities. Featuring Life Science Cares (LSC) Impact Breakfast Keynote Speaker, Afdhel Aziz, and hosted by LSC founder, Rob Perez. Originally aired May 27th on Biotech Clubhouse. Click here for transcript (autogenerated)
Jun 09, 2021•1 hr 2 min•Season 1Ep. 2
A cross-disciplinary group of oncology experts and a top wall street biotech analyst discuss the most promising new therapies presenting data at ASCO. Featuring Sally Church, James Gulley, Aleksandra Filipovic, and Umer Raffat. Moderated by Daphne Zohar. Originally aired May 21st on Biotech Clubhouse. Click for transcript
May 21, 2021•1 hr 2 min•Season 1Ep. 1
