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 stretch for the sector, from fresh FDA approvals and major clinical readouts to obesity drug investment, gene therapy scrutiny, and shifting capital markets. We cover Regeneron and Ultragenyx advancing new rare disease treatments, Moderna’s Phase 3 cancer vaccine results and the massive market reaction that followed, Roche’s $750 million manufacturing push, Novo Nordisk’s lower-dose oral Wegovy trial, and growing political pressure around the use of Chinese clinical data. We also look at the Werewolf-Ambros merger, Scribe Therapeutics’ standout IPO, the nomination of Heidi Overton to lead the FDA, and activist pressure building at Capricor ahead of a key regulatory decision, tying it all together through the week’s broader themes of regulatory risk, capital allocation, and intensifying competition across biotech.
📣🎙️ TODAY’S PODCAST:
[00:34] Moderna’s $45B Breakthrough
[05:50] Scribe Defies Biotech Risk
[08:18] Obesity Manufacturing Arms Race
[10:04] Novo Optimizes Oral Wegovy
[12:02] Regeneron’s Rare Disease Test
[13:43] Werewolf-Ambrose Survival Merger
[15:20] Ultragenix Gene Therapy Milestone
[16:44] China Data Faces Scrutiny
[18:27] Capricor Activist Pressure Builds
[19:55] FDA Leadership Shakeup
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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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