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, with biotech stocks outperforming the broader market as approvals, financings, and dealmaking picked up. We cover Replimune’s hard-fought melanoma approval, Takeda’s new orexin-based narcolepsy therapy, and Moderna’s first FDA-approved mRNA flu vaccine, alongside Tarsus’ move to acquire Alkeus for up to $800 million. We also look at the strong IPO debuts from Latigo and Braveheart Bio, LifeMine’s $263 million financing, new leadership at the CDC, Intellia’s efforts to understand a liver safety signal in its ATTR gene therapy program, and Sanofi’s decision to pause a mid-stage lung study as it reassesses its pipeline. Taken together, the week offered a clear picture of a healthier biotech market, but also one where regulatory execution, safety, and disciplined capital allocation still matter.
📣🎙️ TODAY’S PODCAST:
[01:24] XBI leaves markets behind
[02:11] IPO boom funds pain
[05:15] LifeMine mines fungal genomes
[07:40] Tarsus buys Stargardt pipeline
[10:23] Replimune beats FDA rejection
[12:41] Takeda validates orexin biology
[14:31] Moderna expands mRNA platform
[16:36] Erica Schwartz takes CDC
[17:21] Sanofi resets its pipeline
[19:19] Intellia confronts liver safety
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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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