Biotech Hangout

#BiotechHangout: Daphne Zohar, Bruce Booth, Sam Fazeli, Brian Skorney, Yaron Werber, Eric Schmidt on market updates/deals: $NVS/$RNA, $NVO/$PFE/$MTSR, $MRNA, women & M&A, generalists in biotech, YE bets, policy: FDA & biosimilars, $NVO, data: $NTLA, #ACR, $IONS/$ARGX, Bruce's lessons: bit.ly/4ol5YdU

#BiotechHangout: Chris Garabedian, Brian Skorney, Sam Fazeli on market sentiment, deals/financings: $ALKS/$AVDL, $SMMT, $ANRO & $NRIX, $TAK-Innovent, #ESMO25: Tubulis, $SMMT/Akeso, Exelixis, $INCY, $JNJ impact on $MRUS/$GMAB/$BCAX/$CRBP, TIGIT, data: $ALEC/$GSK, $VTYX, $ARCT, $MRNA: bit.ly/47oggCy

Mark your calendars! #BiotechHangout & @biotechtv.bsky.social will be back at #JPM26. Join us at Persona to meet up with biotech friends IRL on Tuesday, January 13 from 7-10pm. Interested in sponsoring? Email team@biotechhangout.com for more information. Additional registration information to come.

#BiotechHangout: Paul Matteis, John Maraganore, Eric Schmidt, Graig Suvannaveijh on market sentiment, breaking policy news, $BCRX/$ATXS, regulatory: $LEGN, FDA’s OAI letter to $NVO, $BCAX BTD, STAT Summit, company news: $REGN/Decibel, $XNCR, $PRAX, $MRUS/$GMAB, $ALEC, $CRBP, $TERN: bit.ly/4999wLn

#BiotechHangout, Tess Cameron, Brian Skorney, Sam Fazeli, Yaron Werber, Luba Greenwood, on deals & finance: $AKRO/$NOVO, $BMY/Orbital, $MPLT, $AZN/Algen, $SNY/BenchSci, Nilo, Ascenta, company news: $RCUS, $SKYE, $DYN, $IONS, regulatory: $LXEO, Peter Marks at $LLY, & board evolutions: bit.ly/48iUQJk

#BiotechHangout: Eric Schmidt, Sam Fazeli, Brian Skorney, Yaron Werber on macro: TrumpRx, MFN pricing/tariffs, $PFE/WH, $AZN to NYSE, $XBI, Tidmarsh posts, $IOBT cancer vaccine, $APLT stock, company news: $GMAB/$MRUS, $MLTX data, $LRMR & $ENTA data/stock, Q4 confs./earnings, $GSK CEO: bit.ly/4mSXokZ

#BiotechHangout: Sam Fazeli, Eric Schmidt, Paul Matteis, Brian Skorney & Brad Loncar on $XBI strong week, deals: $QURE, $MBX, $IMRX, $SNY, $PFE/$MTSR, data: $MBX, $ACAD, $PEPG, FDA ok for FORZINITY, $CDTX, $LLY, #ESMO25, policy: pharma tariffs, CRLs, $BMY price for Sotyktu, Tylenol: bit.ly/4nqVAAS

#BiotechHangout: Daphne Zohar, Josh Schimmer, Luba Greenwood, Matt Gline on market sentiment, Stifel report, deals: $NVO/$GLUE, $ETNB/Roche, data: $ATYR, $ROIV, Areteia, Apollo, policy: $JNJ sets price of Inlexzo, ACIP, HHS, Susan Monarez testimony, UK pharma exodus, interest rates: bit.ly/46uFwXo

#BiotechHangout Chris Garabedian, Tess Cameron, Eric Schmidt, Sam Fazeli, Brad Loncar on $LBRX IPO, $TRML, policy: China, DTC attack, $RNA data/offering, #WCLC: $SMMT, $TIL, $RVMD, $DNTH, regulatory: $ICPT, Capsida, $SLNO, $FGEN, $CAPR, $TVTX, Arena Bioworks CEO, $NVO layoffs bit.ly/46xsgm1

#BiotechHangout today: Paul Matteis, Sam Fazeli, John Maraganore, Graig Suvannaveijh cover $XBI & sector performance, readouts: $SNY, $UTHR, $IONS, $ARWR, upcoming data: $QURE, $HRMY, $SMMT, $AZN, themes: obesity, biomarkers, unique regulatory paths, & much more: twitter.com/i/spaces/1ea...

#BiotechHangout: Josh Schimmer, Eric Schmidt, Tess Cameron on policy: Prasad’s return, mRNA vaccine cuts cited for lack of public trust, investor blind spots, IPO drought, Q2 earnings wrap up, $SMMT volatility, $SPRY earnings, $AQST/RTW deal, data: $INSM, $SRPT & more: bit.ly/4lrqOpy

#BiotechHangout Grace Colon, John Maraganore, Paul Matteis, Eric Schmidt, Bruce Booth on mRNA, MFN/tariffs, Prasad, $SRRK data: $PRAX, $VRTX, $AGIO, $PFE, $LLY shifts: $NVO, Bayer earnings: $BBIO, TGTX, $MDGL, deals: $NVO/$RNA, $YMAB, $BIIB markets: $XOMA, OrbiMed, Gates $2.5B pledge bit.ly/4oz2sgz

#BiotechHangout: Daphne Zohar, Josh Schimmer, Brian Skorney, Paul Matteis, Sam Fazeli, Matt Gline on Trump's pricing letters/MFN, Prasad out at CBER, CEO listening session, RFK, tariffs, $SRPT, $GSK/Hengrui, $BMY/Bain, $GLPG, $ABBV/Gilgamesh, $ALNY, $ARGX, $NBIX, Roche, $LLY, $CMPS: bit.ly/4fdZoBY

#BiotechHangout Eric Schmidt, Paul Matteis, Sam Fazeli, Brian Skorney on $SRPT, FDA: CDER director, FDA heads criticized censorship of free speech, changes ahead?, $GHRS clinical hold, $REPL’s CRL, $ALKS, $ABVX, $PRME reprice options, licensing data, Roche earnings, $AZN US investment bit.ly/40CMtDQ

#BiotechHangout Josh Schimmer, Chris Garabedian, Sam Fazeli, Yaron Werber, Adam Feuerstein on $SRPT, Makary/FDA, $GSK’s ODAC, markets: 2Q25/1H VC investing reports, M&A, data: $DMAC, $AMLX, Hengrui/Kailera & China biotech, lung cancer data survey, earnings: $JNJ/$NVS: bit.ly/40qiDSU

#BiotechHangout Eric Schmidt, Brad Loncar, Tim Opler, Tess Cameron on M&A: $MRK/$VRNA, $ABBV/Capstan, biotech takeouts, M&A wave, pharma’s $150B in LOE, plus Trump’s BBB/tariffs, $XBI & MFN, FDA’s CRL disclosures, $CAPR, $KALV, $PROK, obesity trends, $RARE/$MREO, $ABBV/Ichnos: bit.ly/3TuICVp

#BiotechHangout: Chris Garabedian, Daphne Zohar, Sam Fazeli, Paul Matteis, Tess Cameron, Tim Opler on market sentiment, #BIO25, FDA listening tour, Makary $KALV rejection request, ACIP, CEDR, US-China, #ADA25, $NVO/$HIMS, other data: $CDTX, $CMPS, $NKTR, $SRPT, $RVMD/$RPRX, BlueRock: bit.ly/45Inhit

#BiotechHangout: Josh Schimmer, Paul Matteis, Yaron Werber, Eric Schmidt on market sentiment, MFN, regulatory: $URGN, ACIP, investor activism: ADAR1/$KROS, Deep Track/$DVAX, $ELEV/Concentra, emerging theme: psychedelics, plus: $RNA, $ASND, $MTSR, $NUVB, #EULAR25: $ARGX & $CABA, CAR-Ts bit.ly/4laEBBn

#BiotechHangout: Brad Loncar, Eric Schmidt & Sam Fazeli on big deals: $SNY/$BPMC & $BMY/$BNTX, #ASCO: oncology progress/innovation, $AZN’s reign, TIGIT still in the game?, $BNTX, $IMTX, $VSTM, $JNJ’s trispecific, Innovent, $SMMT/Akeso, $BCAX/$MRUS, other data: $VERA, $KYMR & $MNRA: bit.ly/3SDYqok

#BiotechHangout: Chris Garabedian, Josh Schimmer, Nina Kjellson, Mike Yee, Tim Opler on market sentiment – where is the M&A?, FDA/CBER, wind downs vs reverse mergers, policy: #MAHA & COVID vaccine, $REGN/23andMe, data: $RCKT, psychedelics, $PRTA, $SPRO/$GSK, $GILD, $SMMT, #ASCO & more bit.ly/4dCFzDT

#BiotechHangout: Sam Fazeli, John Maraganore, Nina Kjellson, Matt Gline on MFN: 30-day ultimatum, 180 days negotiation, reimportation, ex-US prices, DTC, Roche, $SNY, plus: budget reconciliation, IRA, $RXRX, Galapagos, $CTMX, $GSK buys Boston, $GSK/iTeos, $NVO CEO, RNA deals: bit.ly/3S3vhTh

#BiotechHangout: Grace Colón, Josh Schimmer, Sam Fazeli, Tess Cameron, Eric Schmidt, Yaron Werber on CBER, surgeon general pick Casey Means, $SRPT stock, Medicaid MFN, tariffs, $NVAX, $GSK), data (Genocury, $PTC), choppy Q1, earnings ($KRYS, $NVO, $RVMD, $BNTX) & more. 12pm ET: bit.ly/3GFK0Bt

#BiotechHangout: Eric Schmidt, Sam Fazeli, Adam Feuerstein, Peter Kolchinsky on $XBI, market & macro trends, latest from FDA/Washington, Q1 earnings trends: tariffs, M&A & drug launches, data: $SMMT/Akeso & #AUA2025 & #AACR25 recap ($PFE, $JNJ, $BNTX, $CGON, China ADCs): twitter.com/i/spaces/1gq...

#BiotechHangout: Daphne Zohar, Josh Schimmer, Tim Opler, John Maraganore, Paul Matteis on macroenvironment, $XBI, $SWTX $MRCG takeout rumors, policy: (FDA, tariffs), data: ($BMY, $QURE, #AUA25: $JNJ/$CGON), Trump vs. Harvard, buyside & short-selling, CEO survival tips: x.com/biotechch/st...

#BiotechHangout is taking a break this week and will resume on Friday, April 25, at 12pm ET. Enjoy your weekend and we’ll see you next week!

#BiotechHangout: Chris Garabedian, Tim Opler, Bruce Booth & Sam Fazeli on investor mood, PIPEs, startup contraction, policy updates: (FDA, NIH, CDC, HHS) data: ($CGON, $SLNO), #ELCC2025: ($JNJ, $AZN, $BNTX), $NVO’s obesity deals, aging report, $LYRA wind-down & more: twitter.com/i/spaces/1MY...

#BiotechHangout: Sam Fazeli, Eric Schmidt, Brian Skorney with Matthew Gline on data: $IMVT/$ROIV, $INCY, $RNA/$DYN, $SRPT, #MDA conference, $ALNY, deals: $AZN, $SNY/Dren Bio, $GILD/$GSK & potential HIV fund cuts, $CRGX updates, $STRO/ELEV layoffs & more biotech zombies? x.com/i/spaces/1kv...

#BiotechHangout: Eric Schmidt, Sam Fazeli, Yaron Werber, John Crowley on BIO’s priorities, biopharma & the new administration, obesity: $NVO CagriSema, $ZEAL/Roche, $VKTX, data: $AMGN, oncology: Sun Pharma/$CKPT, $BMY/$TSVT deals: $SWTX/Merck KgaA, earnings: $BNTX&$LEGN twitter.com/i/spaces/1lP...

#BiotechHangout: Daphne Zohar, Eric Schmidt, Tess Cameron, Brian Skorney, Yaron Werber on market/investor blues, #TDCowen Conf, deals ($JAZZ + $CMRX, $ABBV + $GUBRA,Merck KgaA + $SWTX), data ($PLRX, $BHVN, $BMY), RFK Jr's #measles response, Senate hearings,$PFE Cavazzoni appt: x.com/i/spaces/1rm...

#BiotechHangout is taking a break this week. We'll see you back again next Friday, March 7 at 12:00pm EST. Have a nice weekend!