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.
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Welcome to today's podcast, where we'll dive into several key topics shaping the pharmaceutical industry right now. We'll start by exploring the latest mergers and acquisitions, including Sanofi’s joint venture in radiopharmaceuticals and Lundbeck’s purchase of Longboard Pharmaceuticals. Next, we'll discuss some exciting developments in new drug approvals and clinical trial outcomes, such as AbbVie’s recent approval of Vyalev for Parkinson’s and Wave Life Sciences’ promising early results in RNA editing technology.
However, it’s not all smooth sailing—Sage Therapeutics faces layoffs following clinical setbacks, and growing concerns around the FDA's accelerated approval pathway have emerged after some controversial decisions. We'll also touch on how AI is playing an increasingly vital role in drug development, offering innovation opportunities but still requiring human oversight. Lastly, we’ll address a trend in Big Pharma, with companies like Sanofi moving to divest consumer healthcare divisions, as seen in their planned sale of Opella.
📣🎙️ TODAY’S POCAST:
[ 0:00 ] Intro
[ 0:50 ] New Parkinson’s drug approval
[ 1:45 ] Sage Therapeutics RIFs
[ 3:10 ] Wave Therapeutics RNA editing
[ 5:05 ] Sanofi moves into radiopharma
[ 6:35 ] AI accelerating drug discovery
[ 8:00 ] Trend - returning to academia
[ 8:55 ] Concerns with accelerated approval
[10:30 ] Conclusion
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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