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Barclays Miami: enGene is looking to have pivotal data and to file for its non-viral delivered gene therapy for bladder cancer this year Mar 10, 2026

Show notes

CEO Ron Cooper describes why you need an alternative to virally delivered products for indications like bladder cancer. Plus, previewing a data update in the spring and 12 month data by the end of the year.

Barclays Miami: Barclays' Chair and Co-Head of Global Biopharma Investment Banking Jim Birchenough shares his take on the sector, M&A, and the IPO environment Mar 10, 2026

Show notes

He believes that the sector's fundamentals are strong and that M&A, which played a central role in boosting biotech last year, can keep up in 2026. Plus, he believes there is a good supply of quality IPOs in the queue that can meet demand that has been there for a while.

Quell Tx believes that restoring immune balance rather than entirely depleting immune cells is key for many autoimmune conditions - its CAR-Treg initiated a phase 1/2 in RA & Systemic Sclerosis today Mar 03, 2026

Show notes

CEO Iain McGill describes the "Chill, not Kill" approach that Quell is taking with its Treg platform, which integrates a FOXP3 phenotype lock in addition to the CAR. Plus, an update on the company's liver transplant study, a program that he says will need a partner to move forward.

Protagonist Therapeutics has two medicines in front of FDA right now - we discuss the expertise in peptide based drug development that has enabled them to get to this point Feb 20, 2026

Show notes

CEO Dinesh Patel and Chief Discovery Officer Ashok Bhandari walk us through the company's R&D expertise, and we discuss programs covering IL-23, IL-17, a hepcidin mimetic, and obesity medicines.

Cambridge, UK based Arecor uses formulation and development expertise to improve the profile of medicines - leveraging this, the company believes it has its own best in class insulin Feb 19, 2026

Show notes

CEO Sarah Howell discusses three key aspects of the business: helping with reformulation, its own proprietary insulin products, and developing oral peptides like GLPs.

NewLimit is using epigenetic reprogramming to bring cells back to a younger and healthier state, thus tackling age related disease Feb 19, 2026

Show notes

Co-Founder & President Jacob Kimmel describes the science behind how this works, and the enormous amount of work that goes into choosing which transcription factors to target. The company is currently in IND enabling studies.

Gordian Biotechnology announced that it will be using its unique large-scale in vivo screening process to help Pfizer look for new targets against obesity Feb 18, 2026

Show notes

Co-Founder & CSO Martin Borch Jensen describes the deal and walks us through Gordian's process that enables it to do a multiplicity of in vivo screening in months that previously would have taken years.

Cambridge, UK based Microbiotica announced results from a phase 1b trial of its microbiome treatment MB310 in ulcerative colitis showing a 63% remission rate Feb 18, 2026

Show notes

CEO Tim Sharpington and CMO Robert Tansley walk us through the treatment, which contains a defined consortium of eight live gut commensal bacterial strains, and the data.

Ocular Therapeutix Chair & CEO Pravin Dugel discusses the result of today's SOL-1 phase 3 superiority trial of AXPAXLI vs EYLEA in wet AMD Feb 17, 2026

Show notes

The study showed that AXPAXLI has superior maintenance of visual acuity at Week 36 vs EYLEA. Dr. Dugel discusses what he believes the significance of this is, and delves into durability data going out to 52 weeks.

Oxford based Infinitopes raised an additional $15.4M in a second closing of its seed round to bring the total raised to $35.1M. It will have clinical data on its cancer vaccine by the end of the year Feb 17, 2026

Show notes

Co-Founder & CEO Jonathan Kwok describes the company's platform, which helps it identify highly expressed and immunogenic tumor antigens, and how the lead program for oesophageal cancer will have data by the end of 2026.

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