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’s episode runs through a biotech tape that looks strong on the surface but starts to crack once you dig in. We’ve got Eli Lilly and Novo Nordisk escalating the oral GLP-1 war with new launches that may expand the obesity market but are already showing signs of cannibalization, while pricing and access dynamics remain unresolved. At the same time, the FDA reopens scrutiny on mifepristone, reminding everyone that regulatory risk is never fully off the table, and delivers a second rejection to Replimune, reinforcing that weak trial design still kills programs regardless of narrative. Layered on top, Gilead Sciences is aggressively deploying capital into late-stage assets while Merck reprices a deal downward after softer data, showing just how sensitive valuations are to incremental updates. Tie it together with continued early-stage funding and shifting policy dynamics, and the picture is a market where capital is flowing, but only to assets that can withstand both clinical and commercial reality.
📣🎙️ TODAY’S PODCAST:
[ 00:32 ] Oral GLP-1 war begins
[ 01:48 ] Foundayo launch and inventory
[ 03:05 ] Wegovy efficacy versus convenience
[ 04:22 ] Cannibalization versus market expansion
[ 05:40 ] Pricing pressure and Medicare access
[ 07:10 ] FDA reopens mifepristone review
[ 08:36 ] Replimune rejection and trial design
[ 10:02 ] Gilead acquisition strategy shift
[ 11:25 ] Merck deal repriced on data
[ 12:50 ] Capital flows and biotech bifurcation
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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