Biotech 2050 Podcast

Synopsis: The guest on today's podcast is a representative of Braidwell LP, a registered investment adviser. Braidwell invests on behalf of its clients and either holds, or may in the future hold, positions in the securities discussed. His statements are not intended to provide investment advice, discuss comprehensive investment risks, or constitute an offer to transact in any security. The information presented is for general information purposes only and will not be updated. For years, AI has promised to transform drug discovery—but why hasn't that promise translated into more approved medicines? In this episode of Biotech 2050, host Rahul Chaturvedi sits down with Nick Myerberg, Partner and Head of Artificial Intelligence and Technology at Braidwell, for an in-depth discussion on where AI in biotech has succeeded, where it has fallen short, and why the next generation of AI-native drug discovery may finally deliver breakthrough therapies. Nick traces the evolution of computational biology—from early mathematical models to AlphaFold and today's emerging agentic AI systems—and explains why proprietary data, scientific judgment, and tightly integrated laboratory feedback loops are becoming the real competitive advantage. He shares how Braidwell evaluates AI-first biotech companies, what separates lasting platforms from hype, and why the future belongs to organizations that redesign discovery around AI rather than simply adding AI to existing workflows. The conversation also explores autonomous laboratories, AI-designed medicines, the changing economics of biotech, and the evolving role of scientists in an era where human expertise and machine intelligence increasingly work side by side. Whether you're an investor, biotech founder, researcher, or AI enthusiast, this episode offers a thoughtful roadmap for understanding how artificial intelligence is reshaping the future of drug discovery. Biography: Nick Myerberg, Partner and Head of Artificial Intelligence and Technology, Braidwell Nick Myerberg is a Partner and Head of Artificial Intelligence and Technology at Braidwell, a life sciences investment firm dedicated to building and backing companies that transform human health. Working at the intersection of computation, biology, and capital allocation, Nick engineers systems that shape investment decisions and scientific discovery, and he invests in the scientists and founders forging AI-native approaches to biology. Before joining Braidwell, Nick built machine learning systems at Bridgewater Associates and at S&P Global’s Kensho Technologies. He was also a founding volunteer at NeighborShare, a nonprofit that connects families in need with local donors. Nick was selected as a member of the inaugural 2026 cohort of the Aspen Institute's Technology Leaders Initiative, a fellowship within the Aspen Global Leadership Network bringing together senior leaders shaping the future of artificial intelligence and frontier technologies. Nick is broadly interested in how advances in computation reshape the pace and structure of scientific discovery, and in building the discovery infrastructure required to increase the world’s scientific bandwidth. Nick earned a B.A. from Wesleyan University and later studied history and philosophy of science at the University of Cambridge.

Synopsis: While biotech is increasingly measured by clinical milestones and financial outcomes, Rahul Chaturvedi welcomes two leaders who argue that true success begins and ends with patients. In this deeply personal and inspiring conversation, Mike Raab, President & Chief Executive Officer of Ardelyx, and Laura Williams, Chief Patient Officer, share how empathy, resilience, and patient advocacy have shaped both their careers and the culture of the company they’ve built. Mike reflects on an unconventional journey that spans pharmaceutical sales, rare disease leadership at Genzyme, venture capital at NEA, and ultimately leading Ardelyx through some of biotech’s most difficult challenges—including a Complete Response Letter, massive layoffs, and a historic FDA reversal that resulted in approval without additional clinical trials. Laura shares her path from rural Mississippi to becoming a physician, recounting the transformative patient experience during the HIV epidemic that inspired her move from academia into industry and ultimately into a pioneering Chief Patient Officer role. Together, they explore what patient-centricity truly means beyond corporate slogans, how Ardelyx embedded patient advocacy into the C-suite, and why empathy must be a core competency for biotech leadership. The discussion also dives into clinical trial diversity, commercializing therapies for underserved populations, navigating regulatory adversity, responsible capital allocation, and the future of building enduring biotech companies. It is a powerful reminder that when patients become the North Star, resilience, innovation, and impact naturally follow. Biography: Mike Raab Mike has served as Ardelyx’s President and Chief Executive Officer since March 2009. Before Ardelyx, Mike was a partner at New Enterprise Associates (NEA), one of the world’s largest and most successful venture capital firms, where he specialized in healthcare investments focusing on the biotechnology and pharmaceutical sectors. Prior to joining NEA in 2002, Mike spent 15 years in commercial and operating leadership roles in the biotech and pharmaceutical industries. He was senior vice president, therapeutics and general manager of the renal division at Genzyme Corporation, a Sanofi company. In this position, Mike launched and oversaw the sales growth of sevelamer, the leading phosphate binder for the treatment of hyperphosphatemia, with over $1.0 billion in worldwide sales in 2013. Mike was also instrumental in the worldwide launch of Genzyme’s therapies for Gaucher disease, Ceredase and Cerezyme. Laura Williams, MD, MPH Laura has served as Ardelyx’s Chief Patient Officer since 2025, having joined the company in November 2020 as Senior Vice President, Global Therapeutic Strategies and Patient Advocacy. Laura was later promoted to Chief Medical Officer in 2021. Laura is a life science enterprise leader with extensive experience as a pharmaceutical drug developer, healthcare policy advisor, patient advocate, and portfolio strategist. She is an accomplished, results-oriented, physician scientist and board member who is committed to discovering, developing, and commercializing innovative therapies that address unmet medical need. With nearly 30 years of pharmaceutical experience, across all clinical development phases and multiple therapeutic areas, in both large pharma and smaller biotech, Laura has a proven track-record in drug development, as indicated by her leadership and major contributions toward eight drug approvals.

Synopsis: This episode is proudly sponsored by Quartzy. At a time when biotech innovation is being reshaped by science, capital, and global dynamics, Alok Tayi sits down with Barry Quart, CEO of Connect Biopharma, for a wide-ranging conversation on the future of asthma and COPD treatment. With over 30 years in pharmaceutical R&D and nine FDA-approved drugs to his name, Barry shares a rare insider perspective on building and scaling biotech companies—from pioneering HIV therapies that reshaped the AIDS epidemic to leading next-generation biologics targeting acute asthma exacerbations. He unpacks Connect’s differentiated IL-4 receptor biology, the untapped opportunity in acute care settings, and why innovation has lagged for decades in treating exacerbations despite millions of ER visits annually. The conversation also explores the realities of running a publicly traded biotech in volatile markets, the evolving role of China in global drug discovery, and how leaders navigate geopolitical complexity while advancing science. As Connect approaches key clinical catalysts, this episode offers a compelling look at where biotech innovation, capital, and global strategy intersect. Biography: Dr. Barry Quart is the CEO of Connect Biopharma, (Nasdaq: CNTB), a clinical-stage company developing therapies for acute exacerbations of inflammatory diseases, such as asthma and COPD. Barry is currently leading the company’s development of rademikibart, a best-in-class antibody that targets interleukin-4 receptor alpha (IL-4Rα) and reduces severe flare-ups called “exacerbations” that can occur with asthma and COPD and can lead to hospitalization and even death. Connect is the first company to enter this space addressing acute exacerbations of inflammatory diseases. Dr. Quart is a recognized industry leader with over 30 years of leadership experience and nine FDA-approved drugs under his belt. Barry brings deep expertise in drug development, biotech strategy, and bringing breakthrough therapies to the market. He holds a PharmD from the University of California, San Francisco.

Synopsis: This episode is proudly sponsored by Quartzy. Physician-scientist, biotech founder, and leadership advocate Sheila Gujrathi, MD joins Rahul Chaturvedi on the Biotech 2050 Podcast for a powerful conversation at the intersection of biotech innovation, leadership, and personal transformation. Sheila shares the unconventional journey that led her from academic medicine to the forefront of biotechnology—spanning roles at Genentech and Bristol Myers Squibb, founding companies, serving on boards, and recently helping guide Ventus Therapeutics through its acquisition by Lilly. Along the way, she reflects on the lessons she learned building drugs, scaling companies, and navigating the evolving biotech deal environment. The discussion then turns deeply personal as Sheila explores the ideas behind her book “The Mirror Effect,” revealing how self-awareness, supportive networks, and authentic leadership can transform careers—especially for women and underrepresented leaders in science. From overcoming imposter syndrome to building the “CEO Sisterhood” network of women biotech leaders, Sheila shares hard-earned insights on navigating power, culture, and identity in high-stakes industries. For founders, investors, and leaders alike, this episode blends biotech strategy with deeply human lessons on resilience, purpose, and the power of believing in yourself. Biography: SHEILA GUJRATHI, MD, is a biotech entrepreneur, executive, and champion for under- represented leaders. Over the past 25 years, she’s had the privilege of developing life-changing medicines for patients with serious diseases while building and running private and public biotech companies—including some exciting exits. Today she’s a founder, chairwoman, board director, strategic advisor, and consultant to start-up companies and investment funds. Dr. Gujrathi was the co-founder and former CEO of Gossamer Bio and former Chief Medical Officer of Receptos. Her journey started at Northwestern University, where she earned both her M.D. and biomedical engineering degree, and took her from the halls of Harvard, UCSF, and Stanford to the corporate offices of Fortune 500 companies like McKinsey, Genentech, and Bristol-Myers Squibb. Dr. Gujrathi has earned multiple leadership awards, including AIMBE Fellow, BLOC100 Luminary, Healthcare Technology Report Top 25 Women Leaders in Biotechnology, Corporate Directors Forum Director of the Year, and Fiercest Women in Life Sciences. But what really lights her up is creating the inclusive environments she wished she’d had throughout her career. That’s why she co-founded the Biotech CEO Sisterhood, a group of trailblazing female CEOs—because we’re all better when we support each other.

Synopsis: At JPM 2026 in San Francisco, Alok Tayi welcomes Michelle Werner, CEO of Alltrna, to Biotech 2050 for a powerful conversation at the intersection of personal mission, platform biology, and rare-disease drug development. Michelle traces her two-decade career across Bristol Myers Squibb, AstraZeneca, and Novartis—and the moment everything changed when her child was diagnosed with a rare disease. That experience led her to Alltrna and its pioneering engineered tRNA platform, designed to correct nonsense mutations across hundreds—potentially thousands—of genetic disorders with a single therapeutic approach. Together, Alok and Michelle explore how tRNAs work, why “stop-codon disease” could redefine rare-disease classification, and how basket trials borrowed from oncology may accelerate development. They dive into delivery strategy, portfolio expansion into CNS and muscle disorders, regulatory innovation, and how AI is reshaping molecular design—offering a rare look at what it takes to build a first-in-class modality from the ground up. Biography: Michelle is a seasoned pharmaceutical executive with more than 20 years in the industry spanning commercial and research & development (R&D) responsibilities. Prior to Alltrna, Michelle served as Worldwide Franchise Head, Solid Tumors at Novartis Oncology, where she was responsible for delivering the disease area strategies across multiple tumors and led business development efforts resulting in a doubling of long-term portfolio value for the franchise. Previous to Novartis, Michelle was a senior leader at AstraZeneca and as Global Franchise Head in Hematology, she was critical in launching multiple indications worldwide for CALQUENCE®. Prior to this, Michelle was Head of US Oncology, where she led the business through dramatic growth in both team and revenue through eight-plus product launches. Previous to AstraZeneca, Michelle was with Bristol-Myers Squibb for 10 years in various positions of increasing responsibility including roles in sales, marketing, and market access in the US and UK, and above market in Europe (based in France) and global almost exclusively in oncology. Michelle started her professional career in R&D, working hands-on with patients at the Oncology Clinical Trials Unit at Harvard Medical School before moving into industry in clinical operations. Outside of her corporate responsibilities, Michelle is a wife and mother to three children and is a member of the rare disease community. She is currently serving a Board appointment for the non-profit organization Rare Disease Renegades, a purpose that fuels her passions both personally and professionally.

Synopsis: Fresh from the JPM 2026 in San Francisco, Alok Tayi welcomes Johan Luthman, Executive Vice President of R&D at Lundbeck, for a sweeping, deeply personal conversation on the future of neuroscience drug development. From his early days as a Swedish clinician-scientist to leading breakthrough Alzheimer’s programs and rebuilding Lundbeck’s pipeline from the ground up, Johan shares the pivotal moments—and phone calls—that shaped a 30-year career across AstraZeneca, Merck, Serono, and now Denmark’s neuroscience powerhouse. The discussion dives into Lundbeck’s bold strategic reset: letting biology lead, de-risking early in patients, embracing rare disease and sleep medicine, and making disciplined bets on monoclonal antibodies, migraine prevention, epilepsy, and neuroendocrine disorders. Johan explains how the company shifted capital toward innovation, rebuilt its portfolio through targeted acquisitions, and built one of the most advanced neuroscience pipelines in pharma today. In one of the episode’s most powerful moments, Johan opens up about his personal motivation—caring for family members with Alzheimer’s and dedicating his career to diseases of the brain. From AI-driven R&D productivity and adaptive trials to Denmark’s unique foundation-owned pharma model, this conversation is a masterclass in scientific rigor, decision-making under uncertainty, and keeping patients at the center of everything. Biography: In 1991, Johan Luthman began his career in the pharmaceutical industry in Astra, later AstraZeneca. In 2005, Johan joined Serono as Head of Neuroscience & Immunology Research, and subsequently, in MerckSerono, as Therapy Area Head, Neurology & Immunology. In 2009, he became CEO of biotech start-up GeNeuro. In late 2009, Johan joined Merck as VP & Franchise Integrator for Neuroscience and Ophthalmology. In 2014, he came to Eisai where he was Senior Vice President and Head of Clinical Development. Johan joined Lundbeck as Executive Vice President, R&D in March 2019. Johan is a Swedish national and is trained as a Doctor of Dental Sciences from the Karolinska Institute, Sweden. He also holds a PhD in Neurobiology and Histology as well as an Associate Professor title from the Karolinska Institute, Sweden. Johan is a Member of the Board of Directors of Brain+.

Synopsis: This episode is proudly sponsored by Quartzy. Roivant Sciences CEO Matt Gline returns to Biotech 2050 for a deeply reflective conversation with host Rahul Chaturvedi on what it really takes to build a biotech company that lasts. From Roivant’s transformational $7B Pfizer-to-Roche deal to delivering registrational Phase 3 data in dermatomyositis—one of biotech’s most difficult graveyard indications—Matt shares how disciplined execution, decentralization, and learning from failure shaped Roivant’s trajectory. The discussion explores Roivant’s unique “Vant” model, why multiple CEOs can outperform centralized command-and-control structures, and how thoughtful clinical trial design—down to steroid tapering and site execution—can make or break outcomes in rare disease development. Beyond science and strategy, Matt reflects candidly on his own evolution as CEO, the realities of leading a public biotech through volatile markets, and why authenticity, focus, and embracing hard lessons matter more than chasing hype. This episode is a masterclass in biotech leadership, clinical development, and long-term value creation. Biography: Matt Gline serves as Chief Executive Officer of Roivant Sciences. Mr. Gline joined Roivant in March 2016 and previously served as Chief Financial Officer. From April 2014 to March 2016, he was a Vice President at Goldman Sachs, Fixed Income Digital Structuring, where he focused on technology and data strategy. Prior to Goldman Sachs, Mr. Gline was a co-founder of Fourthree, a risk analytics technology and consulting company. From 2008 to 2012, he served as Vice President at Barclays, Enterprise Risk Management Advisory, where he provided analysis for corporate clients related to capital markets access for financing and risk management. Mr. Gline earned his A.B. in Physics from Harvard College.

Synopsis: This episode is proudly sponsored by Quartzy. In this far-reaching conversation, Rahul Chaturvedi speaks with John Lepore, CEO & President of ProFound Therapeutics and CEO-Partner at Flagship Pioneering, tracing a career shaped by a deep commitment to understanding the causal machinery of human disease. John shares how a Harvard-trained physician-scientist evolved into a biotech leader building one of the industry’s most ambitious platform companies. Reflecting on 17 years at GSK — from academic cardiologist to running global research — John describes the moment he realized traditional target discovery had reached its limits. That insight propelled him into Flagship’s venture-creation ecosystem and ultimately into leading ProFound Therapeutics, where the team is uncovering tens of thousands of previously unknown human proteins that could fundamentally reshape drug discovery and unlock true first-in-class opportunities. John also offers a candid look at today’s biotech leadership realities: navigating capital-tight markets, fostering high-trust pharma partnerships, making disciplined early kill decisions, and using AI to extract causal insights from vast proteomic datasets. Together, he and Rahul explore why the expanded human proteome may be medicine’s next great frontier — and what it takes, scientifically and psychologically, to lead a company bold enough to pursue it. Biography: John Lepore, M.D., is CEO and President of ProFound Therapeutics and CEO-Partner at Flagship Pioneering, where he is leading a new era of drug discovery by harnessing the expanded proteome to build a pipeline of first-in-class medicines. A physician-scientist and accomplished pharma executive, he joined ProFound following a 17-year career at GSK, where he was most recently SVP, Head of Research, leading a 2,500+ person global team and driving a renewed focus on immunology and human genetics across target discovery and validation, modality platforms, drug discovery, and clinical translation. He also chaired GSK’s Research Review and Investment Board, guiding capital allocation and R&D strategy. Under his leadership, GSK advanced 15 Phase 1 programs with first- or best-in-class potential and executed $1B+ in strategic R&D deals. Before joining the biopharma industry, Dr. Lepore was a faculty cardiologist and research investigator at the University of Pennsylvania, where his lab investigated the transcription regulation of cardiovascular development. He currently serves on the boards of ProFound, KSQ Therapeutics, and the Innovation Growth Board of Mass General Brigham. Dr. Lepore received his B.S. in Biology from the University of Scranton and his M.D. from Harvard Medical School, after which he completed his residency and post-doctoral training at Massachusetts General Hospital and the Harvard School of Public Health.

Synopsis: In a conversation rich with strategic insight, Coya Therapeutics CEO Arun Swaminathan unpacks the intersections of scientific innovation, business development discipline, and capital-efficient execution that define today’s most resilient biotechs. With a 25-year foundation spanning R&D, clinical pharmacology, marketing, and BD, Arun offers investors a rare systems-level lens on how neurodegenerative programs progress from hypothesis to value inflection. Through his dialogue with host Alok Tayi, he breaks down Coya’s differentiated Treg-modulating platform and the data emerging across ALS, FTD, and Alzheimer’s. He explains why Coya’s dual-mechanism approach—restoring regulatory T-cell function while reshaping the neuroinflammatory environment—is uniquely poised to change patient trajectories. Arun also delves into the structural logic behind Coya’s partnership with Dr. Reddy’s, demonstrating how complementary strengths in manufacturing, commercialization, and regulatory strategy can dramatically shift both timelines and capital needs. For investors tracking macro trends, he contextualizes shifting interest rates, pipeline gaps, and rising M&A momentum—and why 2026 may mark the beginning of a healthier biotech cycle. A must-listen for anyone evaluating platform durability, risk mitigation strategies, and next-generation neurodegenerative therapeutics. Biography: Arun Swaminathan, Ph.D., has over 20 years of hands-on healthcare business executive experience with an emphasis on corporate and business development, strategy, and finance. He possesses a demonstrated history of prospecting, evaluating, structuring, and closing company validating transactions that augment both organizational and shareholder value. Prior to joining Coya, Arun served as Chief Business Officer (CBO) for Actinium Pharmaceuticals (NYSE: ATNM) where he was responsible for all business development. Within 1 year of joining Actinium, he successfully moved forward negotiations to closure and executed a $452M deal with $35M upfront. Prior to Actinium, he was the CBO at Alteogen (196170.KQ) where he spearheaded over $6B in deals, including deals with two of the top 10 global pharma companies and a $1B+ deal within the first year of assuming the role of CBO. Prior to this, he co-founded and served as CEO of Lynkogen Inc, a pre-clinical stage biotech. Arun began his career in clinical development and commercial roles of increasing responsibility at BristolMyers Squibb and Covance. He obtained his Ph.D. in pharmaceutical sciences from the University of Pittsburgh.

Synopsis: Jim Tananbaum, Founder & CEO of Foresite Capital, joins Rahul Chaturvedi to dissect the patterns driving biotech innovation, the role of macroeconomic cycles in venture performance, and how disciplined science fuels enduring investment success. Drawing from three decades across entrepreneurship and venture leadership, Jim reflects on his path from co-founding drug discovery startups with Harvard collaborators to building one of the most respected investment firms in life sciences. He unpacks how interest rate environments shape fund vintages, why AI is emerging as the next transformative platform, and how investors can identify enduring opportunities amid volatility. Their discussion spans valuation compression, AI-driven discovery, CNS and Alzheimer’s innovation, and the geopolitical forces influencing biotech globally. Jim’s perspective offers a masterclass in balancing scientific rigor with strategic foresight — and in positioning capital where breakthrough innovation meets sustainable impact. “Lean into areas where there’s likely to be immense change,” Jim advises — a principle as relevant to biotech investing as it is to shaping the future of healthcare itself. Biography: Jim is the founder and CEO of Foresite Capital, a healthcare investment firm founded in 2011 that has approximately $3.5B in assets under management. Jim assembles the people, ideas, and money needed to launch products that save lives and improve healthcare. During the last three decades, Jim has been a thought partner for some of the fastest-growing companies of their generation, including 10x Genomics (Nasdaq: TXG), Amerigroup (Nasdaq: ANTM), and Jazz Pharmaceuticals (Nasdaq: JAZZ). Jim’s entrepreneurial experience began at Harvard Business School when he co-founded GelTex Pharmaceuticals (Nasdaq:GENZ). With less than $80M in funding, GelTex brought two drugs to market, and the company was acquired in 1999 for $1.4B. Jim was also the founding chief executive of Theravance, Inc. Under his tenure, he raised over $350M. Theravance has since split into two parts, one of which is now part of GSK’s respiratory franchise through a joint venture, Innoviva (Nasdaq: INVA), and the other was spun out into Theravance Biopharma, Inc. (Nasdaq: TBPH). Together, they achieved a market capitalization that exceeded $4B. Jim’s investment experience includes co-founding Prospect Ventures and, earlier in his career, being a partner of Sierra Ventures, where he established its healthcare services investment practice. Jim graduated from Yale with a BS and BSEE in Applied Math and Electrical Engineering/Computer Science. He then earned an MD from Harvard, graduating from the Harvard/MIT HST Program. He also earned an MBA from Harvard while playing rugby.

Synopsis: Few biotechs can pull off what Syndax Pharmaceuticals has achieved — two first-in-class oncology drug launches, built entirely through strategic in-licensing and disciplined execution. In this episode, host Alok Tayi sits down with Michael Metzger, Chief Executive Officer of Syndax, to explore how the company identified breakthrough assets, advanced them through development, and successfully commercialized them within a span of just a few years. Metzger unpacks Syndax’s distinctive model — leveraging external innovation, rapid clinical validation, and precision in go-to-market strategy — to create measurable patient and shareholder value. From the first menin inhibitor approved in acute leukemia to a novel CSF1R antibody reshaping GVHD and fibrosis care, Syndax’s portfolio embodies science that scales. The conversation offers an insider’s perspective on risk management, deal-making, data-driven decision-making, and why speed to market has become the new differentiator in biotech. A must-listen for investors, executives, and founders navigating the complexities of growth in a capital-intensive industry. Biography: Michael A. Metzger is a seasoned biopharmaceutical executive with extensive leadership experience in company building, operations, and strategic transactions across the life sciences industry. He currently serves as the Chief Executive Officer of Syndax Pharmaceuticals, a publicly traded oncology company, a role he assumed in 2022. Prior to this, Michael served as President and Chief Operating Officer of Syndax from 2015 and has been a member of the company’s Board of Directors since 2019. Previously, Michael held leadership roles at Regado Biosciences, Inc, where he served as President and CEO and guided the company through a successful merger with Tobira Therapeutics. He also served as Executive Vice President and COO at Mersana Therapeutics, Inc., where he oversaw key strategic initiatives in ADC development for oncology. Earlier in his career, Michael held senior roles in business development and M&A at Forest Laboratories, LLC, contributing to its transformation ahead of its acquisition by Allergan plc. He also held leadership positions at Onconova Therapeutics, Inc., and was a Managing Director at MESA Partners, Inc., a healthcare-focused venture capital firm. Michael has served on several public and private company boards, including CTI BioPharma Corp., acquired by SOBI AB in 2023, and continues to be active in guiding innovative biotech organizations. Michael holds a B.A. from George Washington University and a M.B.A. in Finance from the NYU Stern School of Business.

Synopsis: From stargazing in rural Tennessee to reimagining the future of immune health, Kevin Caldwell’s journey is anything but conventional. In this episode of Biotech2050, Rahul Chaturvedi speaks with the CEO, Co-Founder & President of Ossium Health about how personal experiences with a reactive healthcare system—and a deep curiosity about the universe—sparked a mission to extend human healthspan through regenerative medicine. Kevin shares how Ossium built the first scalable bone marrow bank sourced from deceased organ donors—unlocking a powerful, overlooked source for life-saving cell therapies. He discusses Ossium’s fully integrated model, commercialization strategy, and why rigorous company-building must go hand-in-hand with scientific ambition. The conversation unpacks hard-won lessons from raising $130M+, navigating regulatory pathways, and leading with long-term conviction. A bold vision for transforming cell therapy—and a candid look at the mindset needed to build for impact. Biography: As CEO, Co-Founder & President of Ossium Health, Kevin Caldwell has built Ossium from a small startup into a clinical stage bioengineering company. Mr. Caldwell set the company’s mission to improve human health through bioengineering and designed its platform-based model for cellular therapeutics development. Mr. Caldwell has led the company’s successful pursuit, negotiation, and execution of more than 50 business relationships, including 5 successful fundraisings and dozens of supply partnerships, clinical partnerships, and commercial contracts with biopharmaceutical companies. After seven years of strategic engagement and networking, Mr. Caldwell drove the team to successfully secure a transformative federal contract with BARDA (Biomedical Advanced Research and Development Authority) that validates Ossium’s innovative approach. This milestone represents the culmination of persistent relationship-building, targeted proposals, and our unwavering commitment to addressing national biomedical challenges through cutting-edge technology and collaborative partnerships. Prior to founding Ossium, Mr. Caldwell served as an Engagement Manager at McKinsey’s San Francisco office where he advised clients in the biotechnology and healthcare sectors. His projects ranged from due diligence of acquisition targets in the biotech startup ecosystem to restructuring distressed biopharma companies. Mr. Caldwell led more than 20 engagements with more than a dozen clients, leading teams that advised clients on revenue growth, go to market strategy, and organizational restructuring. Before McKinsey, Mr. Caldwell served as a Senior Investment Associate at Bridgewater Associates where he did quantitative research for the firm’s global macro investments. Mr. Caldwell studied Physics and Economics at MIT before receiving his JD from Harvard Law School. In addition, he is a member of the Young Presidents Organization (YPO), and a Fellow of the Leaders in Tech Program.

Synopsis: Amy Burroughs, CEO of Terns Pharmaceuticals, joins Alok Tayi to share how she’s leading bold innovation in CML and obesity treatment, driving two high-stakes data readouts in 2025. From a non-linear path through tech, brand management, and Genentech to building resilient biotech teams, Amy reveals why product positioning, tolerability, and mentorship matter just as much as the science. She also shares her take on CEO loneliness, the value of a “personal board of directors,” and what it takes to lead with clarity, grit, and purpose in today’s biotech landscape. Biography: Amy Burroughs joined as our Chief Executive Officer and a member of our Board of Directors in February 2024, bringing more than 25 years of leadership experience. Most recently, she served as CEO at Cleave Therapeutics, where she led the company through financings, spearheaded licensing and collaboration deals, and oversaw the clinical development of its investigational therapy, CB-5339, for the treatment of acute myeloid leukemia. Previously, she served as executive in residence at 5AM Ventures and, in parallel, as senior advisor to one of its portfolio companies, Crinetics Pharmaceuticals, during its initial public offering. Earlier in her career, Ms. Burroughs held roles of increasing responsibility in commercial and strategy at Genentech, commercial and business development at other high growth therapeutics companies, talent and governance at Egon Zehnder International, and brand management at Procter & Gamble. Ms. Burroughs earned her M.B.A. from Harvard Business School, where she graduated as a Baker Scholar, and her B.A. in computer science with a minor in economics from Dartmouth College. She is currently a member of the board and audit committees at Tenaya Therapeutics.