Weekly discussion of biotech news w/ @daphnezohar @bradloncar @timopler @LifeSciVC, @cngarabedian, top analysts & other biotech insiders
Joined January 2021
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Biotech Hangout retweeted
My favorite is the “portfolio manager” who makes almost $3MM per year.
Biotech Hangout retweeted
Lycia Therapeutics is developing novel LYTAC therapeutics to eliminate disease-causing extracellular proteins.
Proud to welcome $LYCA to the public markets! #NasdaqListed
Biotech Hangout retweeted
Great 200th episode! I loved @AAMortazavi's guest appearance for the story of Silence & his comment at the end about what it means to be a biotech in the age of AI; i.e. you can do most things from a laptop in your living room, so ask yourself what is your setup adding.
On today's #BiotechHangout – it’s our 200th episode! @daphnezohar, @EricSchmidt151, @gline aka “woodchipper”, @cngarabedian, @bradloncar, @biotech1 (Josh Schimmer), @SamFazeli8 will kick off with a look back to our 1st episode in December 2021. $MRNA was influencing industry sentiment & continues today melanoma data w/$MRK & #ESMO data leak & recent impact on market sentiment (degrossing), @endpts Q3 sentiment index, does specialist sentiment lag generalist?, M&A w/ $SLN Merck KGaA deal & special guest @AAMortazavi, China outlook: Roche/Hansoh ($400M upfront) & hawkish treasury proposal, @DaveARicks social media presence, data: $ABVX, $ROIV, #UEGW2026, #ESMO2026 incl. $GSK SCLC, $TNGX pancreatic cancer, @DMSabatini judgment/settlement, & much more: xitter.cf/i/spaces/1qxoNYv…
On today's #BiotechHangout – it’s our 200th episode! @daphnezohar, @EricSchmidt151, @gline aka “woodchipper”, @cngarabedian, @bradloncar, @biotech1 (Josh Schimmer), @SamFazeli8 will kick off with a look back to our 1st episode in December 2021. $MRNA was influencing industry sentiment & continues today melanoma data w/$MRK & #ESMO data leak & recent impact on market sentiment (degrossing), @endpts Q3 sentiment index, does specialist sentiment lag generalist?, M&A w/ $SLN Merck KGaA deal & special guest @AAMortazavi, China outlook: Roche/Hansoh ($400M upfront) & hawkish treasury proposal, @DaveARicks social media presence, data: $ABVX, $ROIV, #UEGW2026, #ESMO2026 incl. $GSK SCLC, $TNGX pancreatic cancer, @DMSabatini judgment/settlement, & much more: xitter.cf/i/spaces/1qxoNYv…
.@daphnezohar closes out the 200th episode by asking the co-hosts what has been the most surprising over the last 5years, and what will we be talking about in 2031: @biotech1 (Josh Schimmer) shares his thoughts, “For me, it's the fact that biotech has never actually cared about offering investors traditional business models with real profitability and bottom line growth for pretty much the history of the sector…but that's actually changed quite dramatically next to a much higher launch prices, companies vaulting into profitability and the sector becoming far more investable for general studies…[Looking ahead to 2031], the innovation that we're seeing is phenomenal, and as long as we don't have new drug pricing rhetoric get in the way of the sector, it's just going to be an incredible ride.” #BiotechHangout
On what makes CEOs good communicators over X and elsewhere, @daphnezohar says, “You need a certain type of authenticity to do it well and naturally. Otherwise, some CEOs would be better off letting the communications group do their tweets. But I think he [David Ricks] definitely has the right instincts around it.” #BiotechHangout
Biotech Hangout retweeted
Well worth a listen today $XBI
On today's #BiotechHangout – it’s our 200th episode! @daphnezohar, @EricSchmidt151, @gline aka “woodchipper”, @cngarabedian, @bradloncar, @biotech1 (Josh Schimmer), @SamFazeli8 will kick off with a look back to our 1st episode in December 2021. $MRNA was influencing industry sentiment & continues today melanoma data w/$MRK & #ESMO data leak & recent impact on market sentiment (degrossing), @endpts Q3 sentiment index, does specialist sentiment lag generalist?, M&A w/ $SLN Merck KGaA deal & special guest @AAMortazavi, China outlook: Roche/Hansoh ($400M upfront) & hawkish treasury proposal, @DaveARicks social media presence, data: $ABVX, $ROIV, #UEGW2026, #ESMO2026 incl. $GSK SCLC, $TNGX pancreatic cancer, @DMSabatini judgment/settlement, & much more: xitter.cf/i/spaces/1qxoNYv…
Biotech Hangout retweeted
I am the unofficial leader of the BioStack community on substack. WE all love your work TY. I have my investors listen every week.
Biotech Hangout retweeted
Regarding China outlook.
Why don't we learn from other industries what it means moving manufacturing to China / letting China take over industries? It is a trojan horse instrument by CCP to wage economic warefare. China uses the state muscle to subsidize local companies' competitive advantge. This destroys affected industries in another countries.
Manufacturing, rare earth separation and refining, photovoltaic, robotics, electric cars, you name it. Learn from European naivity, don't fall in the same trap.
Biotech is one of the last industries still standing tall. Even though Chinese research students spent decades in European and US univers and research labs (this was stage 1 of the targeted attack). The current "China partnership bonanza" is the stage 2 of their strategy. Stage 3 will be establishing Chinese big pharma industry that will destroy the Western ones and projecting power by providing/withholding the most advanced drugs from smaller countries that "don't behave".
.@bradloncar continues on $ABVX market dynamics: “You have this stock that's like maybe the most successful stock in biotech over the last year, and people panic and overreact over it because they're literally losing all of their money on like the biggest success story out there because they're playing these options that erode and eventually evaporate and blow up over time if a buyout doesn't happen. And so, it's a totally unhealthy thing and it's something that poisons and distorts the discussion about companies.” #BiotechHangout
“This is one of the best biotech markets of all time, literally. The reason why so many people are calling it like it's over, it's doom and gloom, and like all of this is because too many people own options that are going to expire,” says @bradloncar tying biotech’s market sentiment to wait for $ABVX’s potential acquisition. “And that's how a stock like $ABVX gets totally out of control because everyone's betting on which month is it going to be acquired by, and if it doesn't get acquired by, then you literally lose everything.”
$ABVX shared data this week, fueling speculation about the prospects of a go-it-alone launch. “The noise about $ABVX on this platform outpaces the noise about $ABVX in the other rooms that are not as public that I'm in, like 100 to one,” says @gline. “The data is unquestionably super impressive…but it's just fun to watch the public debate and to think about the difference in how that feels by the Twitter commentary vs the management team at $ABVX vs what a big pharma company might think about $ABVX’s ability to launch the product on their own.” #BiotechHangout
$LLY CEO @DaveARicks is making a big impression with his X presence in the last month. “He's been a really great presence. And, as you know, I think I could be wrong, and maybe I'm not cynical enough, but it really feels like he's writing the tweets himself,” says @gline. “He's engaging with people…it's hard to do well, honestly. It takes a lot of time and effort, and you can get yourself into some weird loops. There are a lot of weird people out there listening, interacting with you, and so I want to applaud it.” #BiotechHangout
.@daphnezohar has heard that there may be more big pharma deals on the horizon: “It just struck me that I'd been hearing from folks on the banking side, but also from senior people at big pharma that there are deals in the works…I was hearing that a couple of deals -- substantial ones -- could get announced. I just felt like in the interest of transparency and sharing information, I'd put it out there…I think on the positive side, according to Stifel, 2026 is on track to become the second most active year in biotech M&A history.” #BiotechHangout
$SLN acquired by $MRK for $1.1B for their siRNA polycythemia vera candidate. @SLN’s former CEO, @AAMortazavi, reflects on the journey. “We were playing the ultimate game of snakes and ladders. We went right back to the beginning, and it was a long, long wait,” says @AAMortazavi. “But one crucial, crucial, crucial decision was made outside of me and anybody else…we were going after MDS, myelodysplastic syndrome, and beta thalassemia. Those were the two indications. And someone in $SLN who decided to switch to PV and honestly that's probably one of the best best biotech corporate decisions ever made.” #BiotechHangout
Expanding on his thoughts on the current biotech sentiment, @cngarabedian adds, “If you even were to just cut off everything right now, this would be one of the best years that biotech has had in a long time with reverse mergers, PIPES, with IPOs, with valuations, with M&A, and so I just don't want us to lose sight of that with a very tough quarter we’re in right now.” #BiotechHangout
For the first time following the pandemic, sentiment has turned positive according to the @endpts biopharma sentiment index. “I think this Q3 sentiment that was surveyed in mid-August to mid-September really reflected coming out of a very strong Q2. Now Q3, the reality is M&A fell off, $XBI was flat,” says @cngarabedian. “I'm of the sentiment that right now we've got more things that are working, and it's been a tough quarter. But I'm predicting that we'll resume with kind of a healthy market.” #BiotechHangout
Read the survey: endpoints.news/biopharma-sen…
What’s the investor perspective on the current biotech climate? “To my observation, this is the first time in the history of the industry that we've ever talked about this degrossing having a very real and maybe tangible impact on the sector,” says @EricSchmidt151. “Now it's reached maybe a breaking point where the structural issues are potentially more of an impact than the fundamental issues, so just a trend for all of these folks who are working in these very difficult jobs trying to pick stocks.” #BiotechHangout
$ROIV CEO @gline elaborates on his ‘woodchipper’ analogy at the recent #STATSummit. “It really did seem to strike a chord…I thought it was maybe not great that investors were not able to keep prices reflective of what their belief of fair value was, and that noise adds to all of the many challenges that biotech has that make it as a ‘woodchipper’ as an industry.” #BiotechHangout