A weekly discussion of all things biotech – breaking news, data, deals, and FDA actions – with a community of biotech industry leaders and experts. Join the live streams hosted by @BiotechCH, @daphnezohar, @bradloncar and @biotech1 on Twitter Spaces every Friday at 12pm ET.
The Biotech Hangout discusses current sentiment and outlook for the biotech industry, highlighting the impact of macro factors like global conflicts and interest rates on investor confidence. Despite Q1 choppiness driven by macro uncertainties, biotech has significantly outperformed the S&P 500, driven by strong micro ...
The Biotech Hangout panel discusses the biotech sector's resilience amidst global conflicts and rising interest rates, weighing the potential impacts on IPOs and overall market sentiment. The panel highlights positive data readouts and significant fundraising activities as indicators of sector strength, while also exam...
The biotech sector's volatility and positive capital market developments are discussed, highlighting biotech's strong performance amid broader market uncertainties like the AI trade's controversies. Robust follow-on activity and IPOs in the biotech space are noted, with Q1 showing the strongest IPO activity in the past...
The podcast centers on the FDA's evolving regulatory standards and their impact on biomedical innovation, particularly in rare diseases. The discussion highlights the perceived discordance between the FDA's stated goals of regulatory flexibility and its recent actions, citing examples like the CRL for Atara and Pierre ...
The Biotech Hangout explores the evolving landscape of biotech investments, regulatory hurdles, and company-specific updates. A major theme is the increasing significance of China in out-licensing deals, driven by patent cliffs and R&D cost advantages, with projections indicating continued innovation from China. The di...
The Biotech Hangout panel discusses the resurgence of biotech IPOs, noting a potential indicator of market health and maturity with companies launching with late-stage assets and tested platforms. They highlight the diversity of therapeutic areas attracting investment, including oncology, ophthalmology, dermatology, an...
The Biotech Hangout podcast features a panel discussion with John Crowley, President and CEO of Bio, focusing on the competition between the U.S. and China in the biotech industry. Crowley emphasizes the importance of biotech for public health, economic growth, and national security, advocating for the U.S. to out-comp...
The Biotech Hangout podcast centers on the state of the biotech industry, exploring factors driving optimism and potential challenges. Tim Opler's bullish outlook, supported by positive fund flows and underappreciated pricing dynamics, sets the stage. Concerns arise around FDA unpredictability, potential reversals in d...
The biotech panel analyzes the sentiment and key takeaways from the recent JPMorgan conference, focusing on market dynamics and investment strategies for 2026. Discussions revolve around the surprising lack of M&A activity, which some view as a positive sign of companies being financially strong and choosing to remain ...
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, su...
The Biotech Hangout's year-end episode reviews biotech market trends, policy impacts, and CEO performance. The discussion highlights the market's rebound after a slow start, driven by M&A activity and greater clarity on drug pricing, though follow-on activity shows signs of fatigue. Policy concerns include potential ex...
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