Podcast Episodes
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Barclays Miami: MannKind CEO Michael Castagna shares an update on the company, including a recent $360M acquisition, and two regulatory reviews at FDA that have decision dates over the coming months
He describes learnings from Afrezza's commercialization, why the company acquired scPharmaceuticals, an update on their partnership with United Thera…
6 months ago
Barclays Miami: Barclays' Senior Biotech Analyst Etzer Darout shares his take on biotech and discusses companies he covers that have been in the news
He comments on Abivax, Corvus, Iovance, Legend, Terns, and more.
6 months ago
Barclays Miami: Zealand Pharma CEO Adam Steensberg makes the case for last week's amylin data
He argues that investors are too focused on each percentage of weight loss and not focused enough on the tolerability of new options. He discusses th…
6 months ago
Barclays Miami: Barclays' Head of Healthcare M&A shares his take on the current environment of dealmaking
Maneet Singh says that pharma companies need to keep buying, and have the financial wherewithal to do it. He also gives thoughts on which areas withi…
6 months ago
Reunion Neuroscience recently received Breakthrough Therapy Designation from FDA for its psychedelic based treatment for postpartum depression (PPD)
CEO Greg Mayes describes the science behind luvesilocin, which is a prodrug of 4-OH-DiPT, a psilocybin-like compound, and discusses the company's pla…
6 months ago
Barclays Miami: Ocular Therapeutix's Chair Pravin Dugel discusses feedback he has been receiving on SOL-1 since announcing it last month
He gives his take on two questions being discussed the most: 1) is AXPAXLI approvable on one study and 2) how might physicians think about using it i…
6 months ago
Barclays Miami: Xencor CEO Bassil Dahiyat discusses the company's internal pipeline and how bi-specifics and other modalities are engineered to be increasingly sophisticated and more precise
He highlights pipeline programs targeting ENPP3, CLDN6, CLDN18.2, TL1A (including TL1A x IL23p19), CD20 x CD3, and CD19xCD3.
6 months ago
Barclays Miami: Recludix believes the time is right in science to drug SH2 domains. The company's lead programs target STAT6 and BTK
President & CEO Nancy Whiting discusses the historical difficulties in drugging SH2, and describes the company's discovery platform that enables it t…
6 months ago
Barclays Miami: Barclays' Senior Biotech Analyst Ellie Merle shares her take on biotech and thoughts on companies she covers that have been in the news
She discusses uniQure, Moderna, BridgeBio, Gossamer Bio and more.
6 months ago
Barclays Miami: Janux's Founder & CEO David Campbell shares his thoughts on the company's PSMA x CD3 masked T-cell engager and discusses next steps. Plus, a CD19 for autoimmune
He shares highlights from data announced at the end of the year, and what Janux has learned about the program's dosing and safety mitigation profile.…
6 months ago