Episode 75
10/16/23 • 64 min
On this week’s Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Bruce Booth, Josh Schimmer and Yaron Werber cover the state of the XBI after it hit a 52-week low. They also discuss several deals and financings from the week including Eli Lilly acquiring Point Biopharma ($1.4B) and radiopharma more generally and Sanofi paying Teva to collaborate on inflammatory bowel disease treatment (up to $1.5B). Also Biohaven’s offering (~$225M), Amicus Therapeutics’ financing with Blackstone ($430M), and Orchard Therapeutics acquired by Kyowa Kirin ($478M). Takeda announces withdrawal of EXKIVITY after its accelerated approval gets pulled, Syndax, ALX Oncology and Roche data and Boehringer Ingelheim launches biosimilar to AbbVie’s Humira at an 81% discount. Other topics include Amgen’s KRAS inhibitor under FDA review, Exscientia and AI, Ionis Pharmaceuticals’ R&D day and Infinity Pharmaceuticals shuts down. *This episode aired on October 6, 2023
On this week’s Biotech Hangout, hosts Brad Loncar, Daphne Zohar, Bruce Booth, Josh Schimmer and Yaron Werber cover the state of the XBI after it hit a 52-week low. They also discuss several deals and financings from the week including Eli Lilly acquiring Point Biopharma ($1.4B) and radiopharma more generally and Sanofi paying Teva to collaborate on inflammatory bowel disease treatment (up to $1.5B). Also Biohaven’s offering (~$225M), Amicus Therapeutics’ financing with Blackstone ($430M), and Orchard Therapeutics acquired by Kyowa Kirin ($478M). Takeda announces withdrawal of EXKIVITY after its accelerated approval gets pulled, Syndax, ALX Oncology and Roche data and Boehringer Ingelheim launches biosimilar to AbbVie’s Humira at an 81% discount. Other topics include Amgen’s KRAS inhibitor under FDA review, Exscientia and AI, Ionis Pharmaceuticals’ R&D day and Infinity Pharmaceuticals shuts down. *This episode aired on October 6, 2023
Previous Episode
Episode 74
On this week’s Biotech Hangout, guest Matt Gline, CEO of Roivant, joins hosts Daphne Zohar, Tim Opler, Mike Yee and Yaron Werber to discuss recent Phase 1 data from Immunovant, part of the Roivant family of companies & Igg degraders broadly (BHVN & ARGX). The hosts also cover biotech sentiment, M&A and the state of the XBI. They discuss BridgeBio PIPE funding, Alfasigma acquires Intercept Pharmaceuticals, setbacks for two CD47s (Abbvie and Gilead) and Morphic Therapeutic’s controversy. Other topics of discussion include Apellis Favus short report, and Bristol Myers Squibb and AstraZeneca drug pricing negotiations. *This episode aired on September 29, 2023*
Next Episode
Episode 76
On Biotech Hangout this week, hosts Daphne Zohar, Brad Loncar, Josh Schimmer, Mike Yee & Tim Opler discuss biotech sentiment & cover the big news of the week. M&A as a topic including Bristol Myers Squibb to acquire Mirati Therapeutics for $4.8B, plus the 14 biotech acquisitions in 2023 over $1B and Illumina ordered to sell Grail after completing a $7.1B acquisition deal. A lot of data came out this week from companies including Akero, Alnylam, Ventyx, Merck, Novo Nordisk, Immunic and PMV Pharmaceuticals. Mike and Brad also share takeaways from Jefferies CNS Day and HLTH 2023. *This episode aired on October 13, 2023*
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