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Changing of the Guard at AbbVie: New Leadership = New Strategy
AbbVie has done a few deals under new CEO, Rob Michael, and these deals could signal a major shift in strategy from the Rick Gonzalez era
Jul 16
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Changing of the Guard at AbbVie: New Leadership = New Strategy
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Drug Dealin' Ep. 5: How to Talk to Doctors | Feat. Joe McCann, Co-Founder/CEO of Slingshot Insights
Kenny and I talk to Joe McCann about how to prepare for, ask questions, and get more out of your engagements with doctors, whether you're an investor…
Jul 1
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Drug Dealin' Ep. 5: How to Talk to Doctors | Feat. Joe McCann, Co-Founder/CEO of Slingshot Insights
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1:41:28
June 2025
Speed, Scale, and Shifting Goal-Posts: What ASCO 2025’s Spotlight Trials Really Mean for the Next Wave of Oncology Players
Discussing a few interesting solid tumor data read outs to close out ASCO 2025 coverage
Jun 17
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Speed, Scale, and Shifting Goal-Posts: What ASCO 2025’s Spotlight Trials Really Mean for the Next Wave of Oncology Players
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ASCO 2025: Bicara vs. Merus in a Set-to-Change Head & Neck Cancer Treatment Paradigm
While Bicara took a hit after Merus released its ASCO data, there is strong reason to believe that Bicara could end up coming out on top in the end
Jun 8
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ASCO 2025: Bicara vs. Merus in a Set-to-Change Head & Neck Cancer Treatment Paradigm
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ASCO25: Ivonescimab Dis-HARMONi, is it a Rabbit or a Duck?
Plus, new data from Pfizer’s $1.25B PD-1xVEGF and what all this says about Summit's lead in the highly competitive PD-1xVEGF space
Jun 2
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ASCO25: Ivonescimab Dis-HARMONi, is it a Rabbit or a Duck?
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May 2025
Drug Dealin' Ep.4: Ozempic for the Brain, A New Era to Explain
Summary: In this episode, Shivu and Kenny delve into the evolving landscape of GLP-1 drugs, particularly focusing on the recent advancements in oral…
May 19
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Drug Dealin' Ep.4: Ozempic for the Brain, A New Era to Explain
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54:59
Vinay Prasad at CBER: What His Appointment Signals for the Future of Biotech Regulation
Potential implications of the Prasad appointment and some early evidence that maybe it's not all doom-and-gloom? I guess we'll find out soon enough…
May 9
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Vinay Prasad at CBER: What His Appointment Signals for the Future of Biotech Regulation
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April 2025
What 2025 Holds for GLP-1s in Brain Health
It feels like every year is “the year of the GLP‑1,” but 2025 may really be the one where we crack how these drugs work in the brain—far beyond weight…
Apr 17
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What 2025 Holds for GLP-1s in Brain Health
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March 2025
Biotech Czar for a Day: An Abundance Agenda for Biotech
A thought experiment on how we can make our Biotech ecosystem more abundant
Mar 31
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Biotech Czar for a Day: An Abundance Agenda for Biotech
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Drug Dealin' Ep. 3: Rise of the Phoenix | Sujal Shah & CymaBay Therapeutics
A conversation with biotech leader, Sujal Shah, former CEO of CymaBay Therapeutics about his company's story arc, leadership, resilience, and building a…
Mar 10
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Drug Dealin' Ep. 3: Rise of the Phoenix | Sujal Shah & CymaBay Therapeutics
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2:20:49
The Unraveling of Hims’ GLP-1 Strategy
A Cautionary Tale of Fleeting Fortunes and Structural Blind Spots
Mar 3
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The Unraveling of Hims’ GLP-1 Strategy
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February 2025
A Crucial Moment in IPF: What Boehringer Got Right, Why Roche Walked, and What’s Next
Idiopathic Pulmonary Fibrosis (IPF) has long been one of biotech’s most unforgiving proving grounds. Despite decades of research, billions of dollars…
Feb 19
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A Crucial Moment in IPF: What Boehringer Got Right, Why Roche Walked, and What’s Next
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