Episode 168 - January 9, 2026

The Biotech Hangout kicks off 2026 with a discussion on the biotech sector's promising start, fueled by M&A deals and successful IPOs. The panelists express optimism about the year, citing strong fundamental progress and attractive valuations relative to other equity markets. They address potential policy overhangs, such as the CMS's MFN demo, and their possible impact on drug pricing. The conversation covers recent data and deals, including Actis's IPO success, Revolution Medicines' potential acquisition, and Lilly's VTYX deal, noting a trend toward earlier deal announcements. The panel also examines data from companies like Kronos and Alumis, while diving into the nuances of open-label data in epilepsy studies and novel approaches in obesity treatment.