Biotech Hangout

On this week’s episode, hosts Paul Matteis, Sam Fazeli, John Maraganore, and Graig Suvannaveijh kick off the discussion with a more positive look at the sector and some of the fundamental factors at play. The group then shares an overview of Sanofi’s 10% stock fall on the back of positive Phase 3 eczema data with worries about the Dupixent patent expiry. The discussion then turns to Insmed, a company that has had a monster year with the stock up 100% and a market cap of over $30 billion market. On the data front, the group highlights ApoC3 data from Ionis and Arrowhead at the European Society of Cardiology Congress 2025, which leads into a discussion around ASO versus RNAi. With multiple obesity readouts in recent weeks, the group theorizes on whether obesity is a zero sum game. It’s a big year ahead for AD readouts and the hosts summarizes some important catalysts on the horizon. Other discussion topics include the launch of Corsera Health for cardiovascular prevention, Trump’s Truth Social post on vaccine data, RFK Jr in front of congress, and public concern around access to vaccines. This episode aired on September 5, 2025.

On this week’s Biotech Hangout, hosts Daphne Zohar, Eric Schmidt, Yaron Werber and Luba Greenwood are joined by special guest and STAT reporter, Adam Feuerstein. The episode kicks off with the hosts sharing their thoughts on industry sentiment and some of the revealing trends in the week’s Stifel report before diving into Q1 earning reports from Ascendis, Amgen and SpringWorks. The hosts talk about ONO’s acquisition of Deciphera for $2.4B, X4’s FDA approval of XOLREMDI, and how COVID fatigue could be causing us to minimize the threat of the avian influenza H5N1. The group also discusses Biden’s Cancer Moonshot getting killed by Congress, a federal judge throws out two drugmaker IRA lawsuits and the FTC goes after drug company’s “junk” patents in obesity and other device combos. Adam sparks a group discussion around his exclusive STAT article on how an emerging safety issue in MorphoSys’ Phase 3 cancer study may complicate its acquisition by Novartis. Other topics covered this week include BridgeBio spinning out an oncology company as it focuses on the anticipated launch of its heart drug, US government moving to reclassify marijuana from schedule 1 to schedule 111 drug, and more. *This episode aired on May 3, 2024.

This Biotech Clubhouse Session will cover insights into best practices for providing access to medicines in the developing from industry experts exploring learnings from Gilead Science’s HIV and Hepatitis C Access to Medicines Program. We take lessons from past efforts, look at the current COVID response, and discuss a path forward for low and middle-income countries’ access to COVID vaccines, as well as future life-saving medicines. Guests: Clifford Samuel, Claudio Lilienfeld, Kash Rangan. Host: Chris Garabedian.  Full auto-generated transcript: click here Originally aired on June 7th, 2021 on Biotech Clubhouse. Shared with permission       

A cross-disciplinary group of oncology experts and a top wall street biotech analyst discuss the most promising new therapies presenting data at ASCO. Featuring Sally Church, James Gulley, Aleksandra Filipovic, and Umer Raffat. Moderated by Daphne Zohar. Originally aired May 21st on Biotech Clubhouse. Click for transcript