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 news fix. In this episode, we break down the most important updates from the week of June 30, 2025, with our usual mix of clinical readouts, regulatory drama, and strategic deal-making. From the FDA’s brewing safety concerns with Argenx’s Vyvgart Hytrulo to Regeneron’s late but differentiated entry into the multiple myeloma bispecific market, we unpack what matters for scientists and investors alike. We also cover Novartis’ Phase III stumble in GCA, Argenx’s $1.5B macrocyclic peptide deal, Gilead’s bold HIV prevention strategy, and the private equity buyout of bluebird bio. Plus, psychedelic depression treatment moves forward, and biotech leaders push back on political interference at the FDA. As always, we make sense of the science and the business, so you don’t have to scroll 100 press releases. Subscribe, share, and let’s get to work.
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📣🎙️ TODAY’S PODCAST:
[ 0:00 ] Intro
[ 1:28 ] Regeneron BiFx Approval
[ 3:33 ] Cosentyx GCA Trial Failure
[ 6:05 ] Vyvgart Hytrulo Safety Risk
[ 7:30 ] Argenx Macrocyclic Peptide Deal
[ 10:17 ] Gilead HIV Market Strategy
[ 12:02 ] Bluebird PE Acquisition
[ 13:42 ] Sage Tx Buyout Drama
[ 15:29 ] Beckley Psychedelic Nasal Spray
[ 17:20 ] Mifepristone Access Debate
[ 20:12 ] Closing
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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