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, we’re digging into the return of the mega-blockbuster and asking whether the next generation of oncology drugs could produce another Keytruda-sized franchise. Using the RAS inhibitor story as the jumping-off point, we break down what it actually takes to build a $20 billion drug, why moving into earlier lines of treatment can dramatically change the commercial opportunity, and where seemingly reasonable peak-sales models can quickly turn into fantasy. We also look beyond RAS at ADCs, radiopharma and bispecifics, and ask the question that tends to get lost when the TAM starts looking enormous: does a massive therapeutic category create one dominant drug, or simply attract enough competition to split the economics across five or six of them?
📣🎙️ TODAY’S PODCAST:
[ 00:43 ] The $20 Billion Drug
[ 02:22 ] Keytruda’s Therapeutic Backbone
[ 04:24 ] RAS: Undruggable No More
[ 05:32 ] Revolution Medicines Goes Pan-RAS
[ 07:12 ] The $20 Billion Math
[ 08:27 ] The Keytruda Fallacy
[ 10:10 ] Sequencing Into First-Line
[ 11:22 ] The Optionality Trap
[ 13:04 ] Building a Mega-Blockbuster
[ 16:39 ] AI Threatens the Moat
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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