Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive into the world of biotech with fresh insights, sharp analysis, and the stories that are shaping the future of health. Whether you’re an industry insider, an investor, or just biotech-curious, we’ve got something for you.
We are now publishing 7x per week according to the following cadence:
Mondays: Stocks
Tuesdays: Biotech
Wednesdays: Podcast
Thursdays: Markets
Fridays: News
Saturdays: Podcast
Sundays: Strategy
We are also publishing unique content on X - be sure to follow up if you are not already @BowTiedBiotech. And to check-out the archive of our work on X you can find it on our website at: BowtiedBiotech.subtack.com/x-articles.
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This week on BowTiedBiotech, we break down a busy mix of regulatory wins, clinical setbacks, dealmaking, and capital allocation across the sector. Ionis secured the first FDA-approved disease-modifying therapy for Alexander disease, while AbbVie reported positive Phase 3 data in multiple myeloma and Ultragenyx suffered a pivotal setback in Angelman syndrome. On the business side, GSK and Pfizer reshuffled their oncology portfolios through new partnerships, NeuShen raised more than $80 million for neuroscience programs, and Merck signaled that more M&A could be coming as the Keytruda patent cliff approaches. We also look at another wave of biotech layoffs, Menarini’s move into the European GLP-1 market, and a growing funding crunch threatening the development of new Ebola vaccines, all against the backdrop of an XBI that is now up 35% for the year.
📣🎙️ TODAY’S PODCAST:
[00:34] XBI Outruns the Market
[02:46] Ionis Wins Alexander Approval
[05:01] Ultragenyx Hits Pivotal Failure
[07:29] AbbVie Enters Myeloma Fight
[09:41] Keytruda Patent Cliff
[11:45] GSK Hunts Global Oncology
[12:32] Menarini Joins Obesity Race
[13:35] Pfizer Reworks Seagen Portfolio
[16:26] TScan Cuts 75 Percent
[18:15] Ebola Vaccine Funding Crisis
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CONCLUSION
We hope you are enjoying our first leap into the podcast world! Instead of waiting until everything is perfect, we’re diving in and will continue improving as we go. Feel free to send us your suggestions, feedback, or constructive criticism—we’d love to hear from you!
As a reminder, if looking to go deeper into the topics we cover check out our website BowTiedBiotech.com, or DM us on twitter, or email us: bowtiedbiotech@gmail.com
ABOUT BOWTIEDBIOTECH
As a reminder, the purpose of the BowTiedBiotech substack is two-fold. Primarily, we aim to provide our scientist audience the tools to build a biotech company and ultimately translate their ideas into medicines for patients. Secondarily, biotech investors may find this substack useful as we will be providing weekly market updates of the public AND private markets as well as heavily leveraging current financing events as teaching examples.
DISCLAIMER
None of this is to be deemed legal or financial advice of any kind. All updates are sourced from publicly available disclosures. Insights are *opinions* written by an anonymous cartoon/scientist/investor.
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