Episode 109

On this week’s episode, hosts Daphne Zohar, Josh Schimmer, Sam Fazeli, Luba Greenwood, Brian Skorney and Paul Matteis begin the show with commentary on the Republican National Convention, including former President Trump’s pick of former biotech entrepreneur and Senator J.D. Vance as his running mate and the potential impact of this administration on the biotech sector, if elected. The discussion transitions to the week’s theme of biotech catalysts, including stock reactions in the current environment and some key catalysts that the hosts are watching closely. The group begins with a roundup of catalysts from the last five days, including Revolution Medicines pancreatic cancer drug data, Lexeo’s positive interim Phase 1/2 data for the treatment of Friedreich Ataxia Cardiomyopathy, 4D Molecular’s Phase 2 interim results in Broad Wet AMD, Pathom Pharma’s approval of VOQUENZA for relief of heartburn associated with Non-Erosive GERD, and Roche’s early data from its Phase 1 obesity drug trial. The discussion then shifts to upcoming catalysts with the hosts sharing the companies and catalysts on their watchlists. Some of the key catalysts highlighted include Amgen’s MariTide Phase 2 readout in obesity, Biogen’s Phase 3 readout for its lupus program, three big data events in depression including from Neumora, J&J and Alto Neuroscience, plus an expected FDA decision for AutoImmune, Alnylam’s Phase 3 full study results of vutrisiran and more. *This episode aired on July 19, 2024.