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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Welcome back to your weekly biotech fix. It’s the week of July 21st, and we’ve got a packed agenda, headline-grabbing billion-dollar deals, early-stage innovation, and the tough realities hitting even the best-funded players. Novartis is betting big on covalent chemistry with Matchpoint. Tessera and Generate are slimming down as they pivot toward the clinic. AstraZeneca scores a nanobody win in myasthenia gravis, while Abivax shocks the street with a 500% surge on UC data. But not all is rosy, Sarepta’s gene therapy program faces FDA fallout, GSK’s Blenrep hits a regulatory delay, and Roche exits an obesity play that couldn’t compete. We’ll also dive into Dispatch Bio’s massive launch, Sanofi’s vaccine acquisition, and a brewing crisis inside the FDA that may reshape future drug approvals. Let’s get into it.
📣🎙️ TODAY’S PODCAST:
[ 0:00 ] Welcome
[ 1:49 ] Novartis Matchpoint deal
[ 3:36 ] Dispatch Bio launch
[ 4:43 ] Sanofi Vicebio acquisition
[ 5:33 ] Biotech layoffs
[ 7:00 ] AZ nanobody win
[ 8:37 ] Abivax UC miRNA surprise
[ 9:48 ] Sarepta scrutiny
[ 11:27 ] GSK Blenrep delay
[ 12:53 ] Roche drops CT‑173 for obesity
[ 13:44 ] FDA crisis
[ 15:38 ] Wrapping up
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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