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Reunion Neuroscience recently received Breakthrough Therapy Designation from FDA for its psychedelic based treatment for postpartum depression (PPD) Mar 11, 2026

Show notes

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 plans for a phase 3 study. Plus, comments on two other indications the company is pursuing.

Barclays Miami: Ocular Therapeutix's Chair Pravin Dugel discusses feedback he has been receiving on SOL-1 since announcing it last month Mar 11, 2026

Show notes

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 in practice.

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 Mar 11, 2026

Show notes

He highlights pipeline programs targeting ENPP3, CLDN6, CLDN18.2, TL1A (including TL1A x IL23p19), CD20 x CD3, and CD19xCD3.

Barclays Miami: Recludix believes the time is right in science to drug SH2 domains. The company's lead programs target STAT6 and BTK Mar 10, 2026

Show notes

President & CEO Nancy Whiting discusses the historical difficulties in drugging SH2, and describes the company's discovery platform that enables it today. A STAT6 program is already dosing in the clinic, and Sanofi has a partnership on it. Plus, a BTK, and a recent financing that Lilly participated in.

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 Mar 10, 2026

Show notes

She discusses uniQure, Moderna, BridgeBio, Gossamer Bio and more.

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 Mar 10, 2026

Show notes

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. Also, why he has his sights set on the FcRn market when he thinks about the company's CD19.

Barclays Miami: Teva CEO Richard Francis talks about the company's emphasis on developing innovative medicines - including two recent financial deals to speed up development of IL-15 and TL1A Mar 10, 2026

Show notes

He discusses the company's third year in a row of revenue growth, and the new products that have helped Teva get there. Plus, a potential near-term approval for a monthly dosed schizophrenia product, and the lates on IL-15 and TL1A.

Barclays Miami: Latigo Bio aims to have a best-in-class Nav1.8 - a new class of medicines for pain that is the biotech sector's answer to the challenges that are presented by opioids Mar 10, 2026

Show notes

CEO Nima Farzan explains the science behind Nav1.8, why he believes Latigo's asset could be best in class, and the status of the company's development program.

Barclays Miami: Arvinas will have an update next week for its LRRK2 targeting PROTAC for Parkinson's. The new CEO previews that and talks other targets they are working on Mar 10, 2026

Show notes

Randy Teel updates us on effectors to find a commercialization partner for the ER degrading PROTAC that is in front of FDA right now with a June 5 decision date scheduled. Plus, discussing programs targeting KRAS, BCL6, polyQ-AR and more.

Barclays Miami: Electra Therapeutics has taken a novel approach to target Signal Regulatory Proteins (SIRPs). It's in a pivotal for its first indication right now Mar 10, 2026

Show notes

President and CEO Kathy Dong describes the function of SIRPs and how Electra is targeting them with antibodies. Plus, an overview of the company's privotal program against secondary Hemophagocytic Lymphohistiocytosis (sHLH).

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