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 4-5x per week according to the following cadence:
Mondays: BioBucks: Stock Analysis & Biotech Catalysts
Wednesdays: CRISPR Corner: Monthly gene editing news
Thursdays: Insiders Track: Public & Private Biotech Markets
Fridays: Sweat Equity: Your Weekly Biotech Fix
Sundays: Building Biotech: Strategic Topics
In addition we aim to put out 1-2 podcasts episodes per week. One on Tue/Wed focusing on interesting industry related content and a second on Fri/Sat which will likely be more of a news recap.
Please help spread the work by subscribing and hitting the share button if you are enjoying content!
Welcome to the Bowtied Biotech Podcast! Today, we’re diving into the biggest pharma and biotech moves of the year, from Eli Lilly’s 39% share price surge fueled by Zepbound’s blockbuster success to Pfizer and Merck grappling with activist investors and patent cliffs. We’ll explore Novartis’ targeted M&A strategy, Roche’s $1 billion Poseida acquisition, and the rise of next-gen ADCs reshaping oncology. Plus, we’ll discuss policy shifts like Trump’s FDA and NIH picks, Biden’s push to expand access to obesity drugs, and notable breakthroughs and setbacks, including BridgeBio’s FDA-approved heart drug and Alector’s Alzheimer’s trial failure. Let’s break it all down!
📣🎙️ TODAY’S PODCAST:
( 00:00 ) Welcome to Bowtied Biotech
( 00:33 ) Today's Pharma Deep Dive
( 00:40 ) Weight Loss Drugs Buzz
( 01:28 ) $LLY’s ZepBound Success
( 01:57 ) $NVO Faces Scrutiny
( 02:35 ) Medicare and Medicaid Shakeup
( 02:43 ) Trump’s FDA Pick: Marty Makary
( 03:48 ) NIH Leader: Jay Bhattacharya
( 04:54 ) Weight Loss Drugs vs. Prices
( 05:03 ) $NVS on a Shopping Spree
( 05:38 ) $RHHBY’s Billion-Dollar Gamble
( 07:03 ) $SRPT and RNAi Collaboration
( 08:07 ) Wins and Losses in Drug Development
( 08:39 ) $MRK’s Heart Drug Expansion
( 09:14 ) $RHHBY’s Cancer Drug Setback
( 10:00 ) SMA Drug Failure Impact
( 10:48 ) $BHVN’s Accidental Obesity Discovery
( 11:30 ) $BBIO’s New Heart Drug
( 13:40 ) Political Shakeups at FDA/NIH
( 14:30 ) Cell and Gene Therapy Outlook
( 17:16 ) Key Takeaways for Listeners
( 17:43 ) Wrapping Up Pharma Insights
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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