Episode 181 - May 1, 2026

Episode 181 - May 1, 2026

From Biotech Hangout by Daphne Zohar, Josh Schimmer, Brad Loncar, Tim Opler and more

May 8, 2026 · 1h 0m

About this episode

The episode discusses biotech market dynamics, IPO activity, large-cap pharma earnings, and recent clinical trial data.

On this week’s episode, Eric Schmidt, Matt Gline, Chris Garabedian, Sam Fazeli, and Graig Suvannavejh open with a discussion on biotech public‑market dynamics, noting solid year‑to‑date performance for the XBI. Next, the group highlights the reopening of the IPO window, with multiple upsized offerings and strong aftermarket performance, supported by renewed generalist investor interest. The conversation then turns to large‑cap pharma earnings, with focus on Lilly’s continued outperformance driven by its obesity franchise and evolving commercialization strategies. Next, the co-hosts discuss robust deal flow across the sector, led by Lilly’s aggressive M&A activity. On the data front, the co-hosts cover Revolution Medicines’ practice‑changing Phase 3 pancreatic cancer data and the contrasting market reaction to competitor results, as well as key takeaways from Summit Therapeutics’ Harmony‑3 interim analysis in lung cancer. Also in data news, developments in Alzheimer’s disease, including recent trial setbacks, regulatory approvals, and encouraging early commercial traction for new therapies are also mentioned. The episode concludes with reflections on IPO cycles, valuation…

People in this episode

Hosts: Daphne Zohar, Josh Schimmer, Brad Loncar, Tim Opler

Guests: Eric Schmidt, Matt Gline, Chris Garabedian, Sam Fazeli, Graig Suvannavejh

Topics covered

  • biotech public-market dynamics
  • IPO window reopening
  • large-cap pharma earnings
  • M&A activity
  • clinical trial data
  • Alzheimer's disease developments
  • biotech market momentum

Keywords

  • biotech
  • IPO
  • pharma earnings
  • clinical trials
  • Alzheimer's disease
  • M&A activity
  • market performance

Mentioned in this episode

Organizations: XBI, Lilly, Revolution Medicines, Summit Therapeutics, Alzheimer’s disease

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