Biotech Hangout
@biotechhangout.bsky.social
#BiotechHangout: Daphne Zohar, Bruce Booth, Eric Schmidt on market overview: $IMNM/$KYTX raising cash after data w/weak post-deal performance, '25 review &'26 expectations, policy: MFN, FDA staffing, mfg, PRVs, politicization of FDA, Ambros, $KYTX, $NKTR, STAT’s best/worst CEOs: bit.ly/48MB5cV
December 19, 2025 at 3:45 PM
#BiotechHangout: Daphne Zohar, Bruce Booth, Eric Schmidt on market overview: $IMNM/$KYTX raising cash after data w/weak post-deal performance, '25 review &'26 expectations, policy: MFN, FDA staffing, mfg, PRVs, politicization of FDA, Ambros, $KYTX, $NKTR, STAT’s best/worst CEOs: bit.ly/48MB5cV
#SponsorSpotlight: CFGO is one of our Gold Badge sponsors helping make the #JPM26 event possible! In their words, "CFGO builds fractional, scalable accounting & finance functions for high-growth life sciences companies." www.cfgo.net
Details & register for #JPMHangout: forms.gle/F51ZdeY365Ye...
Details & register for #JPMHangout: forms.gle/F51ZdeY365Ye...
December 17, 2025 at 8:38 PM
#SponsorSpotlight: CFGO is one of our Gold Badge sponsors helping make the #JPM26 event possible! In their words, "CFGO builds fractional, scalable accounting & finance functions for high-growth life sciences companies." www.cfgo.net
Details & register for #JPMHangout: forms.gle/F51ZdeY365Ye...
Details & register for #JPMHangout: forms.gle/F51ZdeY365Ye...
Join Adam Feuerstein, Biotech Hangout, & the BioX community today at 5PM ET, for a special memorial to honor Michelle “Molly” Solly (@MSollender) & Hudson Lau (@Sports_Bios). This will be an open event & if you'd like to say a few words during the event, DM Adam on X (@adamfeuerstein) bit.ly/44YILXa
December 16, 2025 at 4:07 PM
Join Adam Feuerstein, Biotech Hangout, & the BioX community today at 5PM ET, for a special memorial to honor Michelle “Molly” Solly (@MSollender) & Hudson Lau (@Sports_Bios). This will be an open event & if you'd like to say a few words during the event, DM Adam on X (@adamfeuerstein) bit.ly/44YILXa
#BiotechHangout: Grace Colon, Chris Garabedian, Sam Fazeli, Paul Matteis, Yaron Werber, John Stanford on policy: NDAA provisions, industry trends: $1.85B in biotech financings, $XBI, $LLY’s acquisitive strategy, Fosun+$PFE, confs: #ASH25, #ESMOAsia, #SUO25, obesity data, Endpts 100: bit.ly/4q32CMO
December 12, 2025 at 2:36 PM
#BiotechHangout: Grace Colon, Chris Garabedian, Sam Fazeli, Paul Matteis, Yaron Werber, John Stanford on policy: NDAA provisions, industry trends: $1.85B in biotech financings, $XBI, $LLY’s acquisitive strategy, Fosun+$PFE, confs: #ASH25, #ESMOAsia, #SUO25, obesity data, Endpts 100: bit.ly/4q32CMO
RSVP now for our IRL networking event at #JPM26 hosted by #BiotechHangout & BiotechTV! Join us at Persona (685 Sutter St) on Jan. 13 from 7-10pm to mingle w/ biotech friends. Special thanks to our sponsors – CFGO, Syneos Health, Mispro, FTI Consulting, Catalytic Agency. Sign up now! bit.ly/4oKXL27
December 8, 2025 at 7:15 PM
RSVP now for our IRL networking event at #JPM26 hosted by #BiotechHangout & BiotechTV! Join us at Persona (685 Sutter St) on Jan. 13 from 7-10pm to mingle w/ biotech friends. Special thanks to our sponsors – CFGO, Syneos Health, Mispro, FTI Consulting, Catalytic Agency. Sign up now! bit.ly/4oKXL27
#BiotechHangout: Josh Schimmer, Brian Skorney, Paul Matteis, Graig Suvannavejh on ’26 outlook, Washington: FDA staffing, vaccines (leaked memo, COVID, former FDA heads NEJM article, ACIP), $QURE, AD agitation, $CAPR, $PRAX, data: $JANX, $BLTE, $PHVS, #ASH25, & Otsuka’s Voyxact price: bit.ly/4iCJt1P
December 5, 2025 at 2:02 PM
#BiotechHangout: Josh Schimmer, Brian Skorney, Paul Matteis, Graig Suvannavejh on ’26 outlook, Washington: FDA staffing, vaccines (leaked memo, COVID, former FDA heads NEJM article, ACIP), $QURE, AD agitation, $CAPR, $PRAX, data: $JANX, $BLTE, $PHVS, #ASH25, & Otsuka’s Voyxact price: bit.ly/4iCJt1P
Join Adam Feuerstein, Biotech Hangout & the BioX community for a memorial on 12/16 at 5PM ET. Biotech Hangout will host an X Space to honor & celebrate Michelle “Molly” Solly (@MSollender) & Hudson Lau (@Sports_Bios). It will be an open space to share memories & stories. Save the date - link to come
December 4, 2025 at 4:35 PM
Join Adam Feuerstein, Biotech Hangout & the BioX community for a memorial on 12/16 at 5PM ET. Biotech Hangout will host an X Space to honor & celebrate Michelle “Molly” Solly (@MSollender) & Hudson Lau (@Sports_Bios). It will be an open space to share memories & stories. Save the date - link to come
#BiotechHangout will be taking a break this week to celebrate Thanksgiving. We will be back on December 5 at 12:00pm EST. Wishing you all a #HappyThanksgiving with loved ones and friends! While we’re away, listen to our latest episodes on biotechhangout.com, Spotify, Apple Podcasts, & YouTube.
November 26, 2025 at 12:25 PM
#BiotechHangout will be taking a break this week to celebrate Thanksgiving. We will be back on December 5 at 12:00pm EST. Wishing you all a #HappyThanksgiving with loved ones and friends! While we’re away, listen to our latest episodes on biotechhangout.com, Spotify, Apple Podcasts, & YouTube.
#BiotechHangout: Eric Schmidt, Yaron Werber, Sam Fazeli, Tess Cameron on M&A: $ALKS/$AVDL, $JNJ/Halda, $MRK/$CDTX, policy: CDC website, RFK Jr. news, FDA/CDC outlook, pricing: $ARWR, $NVO's sema, $AGIO to engage FDA, regulatory paths & Elevidys’ label, data: $NUVL, $ZYME, Roche, $MRNA bit.ly/4pqcWOR
November 21, 2025 at 2:12 PM
#BiotechHangout: Eric Schmidt, Yaron Werber, Sam Fazeli, Tess Cameron on M&A: $ALKS/$AVDL, $JNJ/Halda, $MRK/$CDTX, policy: CDC website, RFK Jr. news, FDA/CDC outlook, pricing: $ARWR, $NVO's sema, $AGIO to engage FDA, regulatory paths & Elevidys’ label, data: $NUVL, $ZYME, Roche, $MRNA bit.ly/4pqcWOR
#BiotechHangout John Maraganore, Yaron Werber, Ami Fadia, Allison DeAngelis, Drew Armstrong on policy: MAHA summit, Pazdur to CDER, ‘plausible mechanism pathway’, deals: $DAWN/$MRSN, $PFE/$MTSR, Lundbeck/$AVDL, $MRK/$CDTX, data: $ALKS, $NBIX, $COGT, $KRRO, $CRSP, James Watson passing: bit.ly/4i0C6Rt
November 14, 2025 at 3:58 PM
#BiotechHangout John Maraganore, Yaron Werber, Ami Fadia, Allison DeAngelis, Drew Armstrong on policy: MAHA summit, Pazdur to CDER, ‘plausible mechanism pathway’, deals: $DAWN/$MRSN, $PFE/$MTSR, Lundbeck/$AVDL, $MRK/$CDTX, data: $ALKS, $NBIX, $COGT, $KRRO, $CRSP, James Watson passing: bit.ly/4i0C6Rt
#BiotechHangout Graig Suvannavejh, Paul Matteis, Brian Skorney, Yaron Werber, Chris Garabedian, Adam Feuerstein on policy/regulatory: Tidmarsh out at FDA, $SRPT trial, $QURE in HD, $BHVN CRL, plus: Arena BioWorks, $NVO/$PFE/$MTSR escalation, $SLNO Q3 results, data: $CNTA/$HRMY, $TERN: bit.ly/47LE1oz
November 7, 2025 at 2:19 PM
#BiotechHangout Graig Suvannavejh, Paul Matteis, Brian Skorney, Yaron Werber, Chris Garabedian, Adam Feuerstein on policy/regulatory: Tidmarsh out at FDA, $SRPT trial, $QURE in HD, $BHVN CRL, plus: Arena BioWorks, $NVO/$PFE/$MTSR escalation, $SLNO Q3 results, data: $CNTA/$HRMY, $TERN: bit.ly/47LE1oz
#BiotechHangout: Daphne Zohar, Bruce Booth, Sam Fazeli, Brian Skorney, Yaron Werber, Eric Schmidt on market updates/deals: $NVS/$RNA, $NVO/$PFE/$MTSR, $MRNA, women & M&A, generalists in biotech, YE bets, policy: FDA & biosimilars, $NVO, data: $NTLA, #ACR, $IONS/$ARGX, Bruce's lessons: bit.ly/4ol5YdU
October 31, 2025 at 1:05 PM
#BiotechHangout: Daphne Zohar, Bruce Booth, Sam Fazeli, Brian Skorney, Yaron Werber, Eric Schmidt on market updates/deals: $NVS/$RNA, $NVO/$PFE/$MTSR, $MRNA, women & M&A, generalists in biotech, YE bets, policy: FDA & biosimilars, $NVO, data: $NTLA, #ACR, $IONS/$ARGX, Bruce's lessons: bit.ly/4ol5YdU
#BiotechHangout: Chris Garabedian, Brian Skorney, Sam Fazeli on market sentiment, deals/financings: $ALKS/$AVDL, $SMMT, $ANRO & $NRIX, $TAK-Innovent, #ESMO25: Tubulis, $SMMT/Akeso, Exelixis, $INCY, $JNJ impact on $MRUS/$GMAB/$BCAX/$CRBP, TIGIT, data: $ALEC/$GSK, $VTYX, $ARCT, $MRNA: bit.ly/47oggCy
October 24, 2025 at 1:00 PM
#BiotechHangout: Chris Garabedian, Brian Skorney, Sam Fazeli on market sentiment, deals/financings: $ALKS/$AVDL, $SMMT, $ANRO & $NRIX, $TAK-Innovent, #ESMO25: Tubulis, $SMMT/Akeso, Exelixis, $INCY, $JNJ impact on $MRUS/$GMAB/$BCAX/$CRBP, TIGIT, data: $ALEC/$GSK, $VTYX, $ARCT, $MRNA: bit.ly/47oggCy
Mark your calendars! #BiotechHangout & @biotechtv.bsky.social will be back at #JPM26. Join us at Persona to meet up with biotech friends IRL on Tuesday, January 13 from 7-10pm. Interested in sponsoring? Email team@biotechhangout.com for more information. Additional registration information to come.
October 21, 2025 at 1:15 PM
Mark your calendars! #BiotechHangout & @biotechtv.bsky.social will be back at #JPM26. Join us at Persona to meet up with biotech friends IRL on Tuesday, January 13 from 7-10pm. Interested in sponsoring? Email team@biotechhangout.com for more information. Additional registration information to come.
#BiotechHangout: Paul Matteis, John Maraganore, Eric Schmidt, Graig Suvannaveijh on market sentiment, breaking policy news, $BCRX/$ATXS, regulatory: $LEGN, FDA’s OAI letter to $NVO, $BCAX BTD, STAT Summit, company news: $REGN/Decibel, $XNCR, $PRAX, $MRUS/$GMAB, $ALEC, $CRBP, $TERN: bit.ly/4999wLn
October 17, 2025 at 1:53 PM
#BiotechHangout: Paul Matteis, John Maraganore, Eric Schmidt, Graig Suvannaveijh on market sentiment, breaking policy news, $BCRX/$ATXS, regulatory: $LEGN, FDA’s OAI letter to $NVO, $BCAX BTD, STAT Summit, company news: $REGN/Decibel, $XNCR, $PRAX, $MRUS/$GMAB, $ALEC, $CRBP, $TERN: bit.ly/4999wLn
#BiotechHangout, Tess Cameron, Brian Skorney, Sam Fazeli, Yaron Werber, Luba Greenwood, on deals & finance: $AKRO/$NOVO, $BMY/Orbital, $MPLT, $AZN/Algen, $SNY/BenchSci, Nilo, Ascenta, company news: $RCUS, $SKYE, $DYN, $IONS, regulatory: $LXEO, Peter Marks at $LLY, & board evolutions: bit.ly/48iUQJk
October 10, 2025 at 1:35 PM
#BiotechHangout, Tess Cameron, Brian Skorney, Sam Fazeli, Yaron Werber, Luba Greenwood, on deals & finance: $AKRO/$NOVO, $BMY/Orbital, $MPLT, $AZN/Algen, $SNY/BenchSci, Nilo, Ascenta, company news: $RCUS, $SKYE, $DYN, $IONS, regulatory: $LXEO, Peter Marks at $LLY, & board evolutions: bit.ly/48iUQJk
#BiotechHangout: Eric Schmidt, Sam Fazeli, Brian Skorney, Yaron Werber on macro: TrumpRx, MFN pricing/tariffs, $PFE/WH, $AZN to NYSE, $XBI, Tidmarsh posts, $IOBT cancer vaccine, $APLT stock, company news: $GMAB/$MRUS, $MLTX data, $LRMR & $ENTA data/stock, Q4 confs./earnings, $GSK CEO: bit.ly/4mSXokZ
October 3, 2025 at 1:02 PM
#BiotechHangout: Eric Schmidt, Sam Fazeli, Brian Skorney, Yaron Werber on macro: TrumpRx, MFN pricing/tariffs, $PFE/WH, $AZN to NYSE, $XBI, Tidmarsh posts, $IOBT cancer vaccine, $APLT stock, company news: $GMAB/$MRUS, $MLTX data, $LRMR & $ENTA data/stock, Q4 confs./earnings, $GSK CEO: bit.ly/4mSXokZ
#BiotechHangout: Sam Fazeli, Eric Schmidt, Paul Matteis, Brian Skorney & Brad Loncar on $XBI strong week, deals: $QURE, $MBX, $IMRX, $SNY, $PFE/$MTSR, data: $MBX, $ACAD, $PEPG, FDA ok for FORZINITY, $CDTX, $LLY, #ESMO25, policy: pharma tariffs, CRLs, $BMY price for Sotyktu, Tylenol: bit.ly/4nqVAAS
September 26, 2025 at 1:00 PM
#BiotechHangout: Sam Fazeli, Eric Schmidt, Paul Matteis, Brian Skorney & Brad Loncar on $XBI strong week, deals: $QURE, $MBX, $IMRX, $SNY, $PFE/$MTSR, data: $MBX, $ACAD, $PEPG, FDA ok for FORZINITY, $CDTX, $LLY, #ESMO25, policy: pharma tariffs, CRLs, $BMY price for Sotyktu, Tylenol: bit.ly/4nqVAAS
#BiotechHangout: Daphne Zohar, Josh Schimmer, Luba Greenwood, Matt Gline on market sentiment, Stifel report, deals: $NVO/$GLUE, $ETNB/Roche, data: $ATYR, $ROIV, Areteia, Apollo, policy: $JNJ sets price of Inlexzo, ACIP, HHS, Susan Monarez testimony, UK pharma exodus, interest rates: bit.ly/46uFwXo
September 19, 2025 at 1:04 PM
#BiotechHangout: Daphne Zohar, Josh Schimmer, Luba Greenwood, Matt Gline on market sentiment, Stifel report, deals: $NVO/$GLUE, $ETNB/Roche, data: $ATYR, $ROIV, Areteia, Apollo, policy: $JNJ sets price of Inlexzo, ACIP, HHS, Susan Monarez testimony, UK pharma exodus, interest rates: bit.ly/46uFwXo
#BiotechHangout Chris Garabedian, Tess Cameron, Eric Schmidt, Sam Fazeli, Brad Loncar on $LBRX IPO, $TRML, policy: China, DTC attack, $RNA data/offering, #WCLC: $SMMT, $TIL, $RVMD, $DNTH, regulatory: $ICPT, Capsida, $SLNO, $FGEN, $CAPR, $TVTX, Arena Bioworks CEO, $NVO layoffs bit.ly/46xsgm1
September 12, 2025 at 1:01 PM
#BiotechHangout Chris Garabedian, Tess Cameron, Eric Schmidt, Sam Fazeli, Brad Loncar on $LBRX IPO, $TRML, policy: China, DTC attack, $RNA data/offering, #WCLC: $SMMT, $TIL, $RVMD, $DNTH, regulatory: $ICPT, Capsida, $SLNO, $FGEN, $CAPR, $TVTX, Arena Bioworks CEO, $NVO layoffs bit.ly/46xsgm1
#BiotechHangout today: Paul Matteis, Sam Fazeli, John Maraganore, Graig Suvannaveijh cover $XBI & sector performance, readouts: $SNY, $UTHR, $IONS, $ARWR, upcoming data: $QURE, $HRMY, $SMMT, $AZN, themes: obesity, biomarkers, unique regulatory paths, & much more: twitter.com/i/spaces/1ea...
September 5, 2025 at 1:07 PM
#BiotechHangout today: Paul Matteis, Sam Fazeli, John Maraganore, Graig Suvannaveijh cover $XBI & sector performance, readouts: $SNY, $UTHR, $IONS, $ARWR, upcoming data: $QURE, $HRMY, $SMMT, $AZN, themes: obesity, biomarkers, unique regulatory paths, & much more: twitter.com/i/spaces/1ea...
#BiotechHangout: Josh Schimmer, Eric Schmidt, Tess Cameron on policy: Prasad’s return, mRNA vaccine cuts cited for lack of public trust, investor blind spots, IPO drought, Q2 earnings wrap up, $SMMT volatility, $SPRY earnings, $AQST/RTW deal, data: $INSM, $SRPT & more: bit.ly/4lrqOpy
August 15, 2025 at 1:17 PM
#BiotechHangout: Josh Schimmer, Eric Schmidt, Tess Cameron on policy: Prasad’s return, mRNA vaccine cuts cited for lack of public trust, investor blind spots, IPO drought, Q2 earnings wrap up, $SMMT volatility, $SPRY earnings, $AQST/RTW deal, data: $INSM, $SRPT & more: bit.ly/4lrqOpy
#BiotechHangout Grace Colon, John Maraganore, Paul Matteis, Eric Schmidt, Bruce Booth on mRNA, MFN/tariffs, Prasad, $SRRK data: $PRAX, $VRTX, $AGIO, $PFE, $LLY shifts: $NVO, Bayer earnings: $BBIO, TGTX, $MDGL, deals: $NVO/$RNA, $YMAB, $BIIB markets: $XOMA, OrbiMed, Gates $2.5B pledge bit.ly/4oz2sgz
August 8, 2025 at 1:02 PM
#BiotechHangout Grace Colon, John Maraganore, Paul Matteis, Eric Schmidt, Bruce Booth on mRNA, MFN/tariffs, Prasad, $SRRK data: $PRAX, $VRTX, $AGIO, $PFE, $LLY shifts: $NVO, Bayer earnings: $BBIO, TGTX, $MDGL, deals: $NVO/$RNA, $YMAB, $BIIB markets: $XOMA, OrbiMed, Gates $2.5B pledge bit.ly/4oz2sgz
#BiotechHangout: Daphne Zohar, Josh Schimmer, Brian Skorney, Paul Matteis, Sam Fazeli, Matt Gline on Trump's pricing letters/MFN, Prasad out at CBER, CEO listening session, RFK, tariffs, $SRPT, $GSK/Hengrui, $BMY/Bain, $GLPG, $ABBV/Gilgamesh, $ALNY, $ARGX, $NBIX, Roche, $LLY, $CMPS: bit.ly/4fdZoBY
August 1, 2025 at 1:00 PM
#BiotechHangout: Daphne Zohar, Josh Schimmer, Brian Skorney, Paul Matteis, Sam Fazeli, Matt Gline on Trump's pricing letters/MFN, Prasad out at CBER, CEO listening session, RFK, tariffs, $SRPT, $GSK/Hengrui, $BMY/Bain, $GLPG, $ABBV/Gilgamesh, $ALNY, $ARGX, $NBIX, Roche, $LLY, $CMPS: bit.ly/4fdZoBY
#BiotechHangout Eric Schmidt, Paul Matteis, Sam Fazeli, Brian Skorney on $SRPT, FDA: CDER director, FDA heads criticized censorship of free speech, changes ahead?, $GHRS clinical hold, $REPL’s CRL, $ALKS, $ABVX, $PRME reprice options, licensing data, Roche earnings, $AZN US investment bit.ly/40CMtDQ
July 25, 2025 at 1:00 PM
#BiotechHangout Eric Schmidt, Paul Matteis, Sam Fazeli, Brian Skorney on $SRPT, FDA: CDER director, FDA heads criticized censorship of free speech, changes ahead?, $GHRS clinical hold, $REPL’s CRL, $ALKS, $ABVX, $PRME reprice options, licensing data, Roche earnings, $AZN US investment bit.ly/40CMtDQ