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
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This week in biotech, the competitive gap in obesity and diabetes continues to widen as Lilly puts more pressure on Novo in the emerging oral GLP-1 market, forcing a familiar response of big-ticket platform deals to defend future positioning. At the same time, the FDA is signaling a more flexible but potentially less predictable regulatory framework with its one-trial approval stance, raising as many questions as it answers. Large-cap pharma is quietly reshuffling exposure to riskier modalities, with gene editing still alive but far from a consensus win, while HIV remains a classic case of incumbents defending durable franchises against incremental challengers. And underneath it all, smaller biotech reminds investors where the real risk sits, with clinical safety events, regulatory inconsistency, and policy shifts around vaccines all reinforcing the same reality: progress in biotech is rarely linear, and the market consistently underprices how fragile most of these stories actually are.
📣🎙️ TODAY’S PODCAST:
[ 02:30 ] oral GLP-1 battlefield heats up
[ 03:08 ] convenience factor drives adoption
[ 04:51 ] tolerability issues hit persistence
[ 05:45 ] Novo writes $2.1 billion deal
[ 07:05 ] FDA single trial uncertainty
[ 09:32 ] gene editing platform halo fades
[ 11:10 ] HIV non-inferior commercial trap
[ 12:53 ] FDA inconsistency sparks confusion
[ 13:57 ] patient death triggers clinical hold
[ 16:12 ] vaccine policy infrastructure risk
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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