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 unpacks the power struggle reshaping biotech from every angle. We start with the oral GLP-1 heavyweight fight between Lilly and Novo, where superior efficacy collides with real-world tolerability and billions in market share hang in the balance. From there, we examine Novo’s $2.1 billion Vivtex deal and what it signals about the future of oral biologics. We then pivot to the FDA’s one trial policy shift and the growing regulatory subjectivity risk highlighted by the Atara saga. Stability in HIV offers a contrast, with non-inferior strategy driving durable cash flows, while Pfizer’s gene therapy reset exposes the commercial reality of genetic medicine. We close with a sobering look at lorajurlamab safety concerns and the childhood vaccine lawsuit, tying it all together with a deeper question about whether innovation is now outpacing the systems meant to regulate it.
📣🎙️ TODAY’S PODCAST:
[ 2:07 ] Oral GLP-1 Heavyweight Fight
[ 3:20 ] Discontinuation Rate Problem
[ 5:19 ] $2.1 Billion Vivtex Deal
[ 7:28 ] One Trial Policy Shift
[ 9:34 ] Regulatory Subjectivity Risk
[ 11:16 ] HIV Non-Inferior Strategy
[ 12:50 ] Gene Therapy Commercial Reality
[ 14:23 ] Lorajurlamab Safety Crisis
[ 16:48 ] Childhood Vaccine Lawsuit
[ 18:56 ] One Trial Future 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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