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 the BowTiedBiotech Podcast, your weekly rundown of the biggest stories shaping the biotech markets. This week, we’re diving into a flurry of major moves across immunology, inflammation, and aging. Kymera landed two headline-grabbing deals, with Gilead betting up to $2 billion on its protein degradation platform, while Sanofi backed off its lead program but stayed in the game. We’ll break down what this means for STAT6 and the future of targeted protein degradation. Then we unpack Nektar’s rezpeg trial win in eczema and why analysts still aren’t sold. From the collapse of TIGIT, to Amgen’s monthly obesity contender, and a $570M Calico aging deal, to a SPAC-fueled debut for mitochondrial medicine, this week was biotech in full tilt. Let’s get into it.
📣🎙️ TODAY’S PODCAST:
[ 0:00 ] Intro
[ 1:43 ] Gilead exclusive option deal
[ 2:16 ] Sanofi backs off IRAK4
[ 3:39 ] Kymera Accelerating STAT6 program
[ 4:28 ] Nektar AD drug update
[ 6:07 ] Amgen Meritide obesity data
[ 7:49 ] TIGIT as cautionary tale
[ 10:42 ] Longevity Biotech - Calico & Mabwell deals
[10:15 ] 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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