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 clinical setbacks, regulatory wins, commercial pressure, and strategic dealmaking across the sector. Novo Nordisk’s Phase 3 cardiovascular failure and Alnylam’s TTR guidance cut weighed on sentiment, while Replimune secured a positive FDA advisory committee vote despite concerns around its melanoma data. We also cover Johnson & Johnson’s option to acquire Sail Biomedicines, Lilly and Resilience’s $750 million manufacturing expansion, Moderna’s norovirus miss, BMS’s delayed pipeline readouts, new financing routes for private biotechs, Vertex and AbCellera’s T-cell engager partnership, and the FTC’s lawsuit against Hims & Hers over alleged privacy and billing violations.
📣🎙️ TODAY’S PODCAST:
[02:15] Biotech breaks from markets
[03:27] Novo Nordisk Phase 3 failure
[06:20] Replimune wins messy vote
[09:11] J&J bets on Sail
[11:49] Vertex diversifies beyond fibrosis
[13:01] Alnylam loses $10.8 billion
[15:19] Lilly scales manufacturing capacity
[17:01] Moderna absorbs norovirus miss
[18:17] BMS delays Cobenfy data
[21:43] FTC targets Hims & Hers
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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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