Episode 184 - May 29, 2026

Episode 184 - May 29, 2026

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

May 29, 2026 · 58 min

About this episode

The episode discusses the biopharma market, genetic engineering, and recent clinical trial data with insights from industry experts.

On this week’s episode, Chris Garabedian, Brian Skorney, Graig Suvannavejh, and special guest Ginkgo Bioworks CEO, Jason Kelly, kick off with a market update, highlighting a continued positive sentiment, citing Endpoints’ recent Biopharma Sentiment Index survey results, which showed improvements in biopharma conditions. The co-hosts also note the continued IPO activity, including Kardigan’s recent filing. The conversation shifts to China, with Jason suggesting that genetic engineering is a strategic technology extending beyond therapeutics, warning that the U.S. is offshoring critical innovation to China. This sparks a debate with others noting that global collaboration is embedded in drug development and questioning whether restricting partnerships would ultimately harm U.S. competitiveness. In deals, the group highlights Lilly’s acquisition of three vaccine companies for up to $3.8 billion and Apogee’s $1.3 billion strategic collaboration with Blackstone to advance their eczema drug. The conversation shifts to data, with GSK’s Phase 3 data for chronic hepatitis B drug, and an overview of datasets at ASCO 2026, including Revolution Medicines Phase 3 trial results for pancreatic…

People in this episode

Hosts: Chris Garabedian, Brian Skorney, Graig Suvannavejh

Guest: Jason Kelly

Topics covered

  • biopharma market update
  • genetic engineering
  • IPO activity
  • drug development
  • clinical trial data
  • FDA updates

Keywords

  • biopharma
  • IPO
  • genetic engineering
  • clinical trials
  • FDA
  • drug development
  • market update

Mentioned in this episode

Organizations: Ginkgo Bioworks, Endpoints, Kardigan, Lilly, Apogee, Blackstone, GSK, Revolution Medicines, Biohaven, BMS

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