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SF Healthcare Week: Alumis' CEO Martin Babler walks us through the two successful phase 3 trials the company announced for its TYK2 last week Jan 15, 2026

Show notes

He discusses the TYK2 landscape and describes why Alumis believes TYK2 can be a broad class in immunology.

SF Healthcare Week: CEO Heather Turner tells us about the neuropsychiatric diseases medicine that enabled LB Pharma to IPO in a tough market last year Jan 15, 2026

Show notes

She walks us through LB-102, a methylated derivative of amisulpride, a therapy that has a history of success in Europe. Plus, her thoughts on the obesity market (she was CEO of Carmot Therapeutics at the time of its acquisition by Roche) and being a member of the Biotech CEO Sisterhood.

SF Healthcare Week: Neurocrine Biosciences CEO Kyle Gano describes how the company's novel muscarinic agonist portfolio is rooted in novel drug design, with its lead M4 agonist in late-stage trials Jan 15, 2026

Show notes

Plus, how the neuroscience company has used its long history working with corticotropin releasing factor to move into obesity, with a project that acts on targets in the brain.

SF Healthcare Week: Recursion's new CEO Najat Khan shares her vision for the company and for AI in biotech Jan 15, 2026

Show notes

Najat Khan describes the impact Recursion's work is having, such the surprising PoC of using MEK1/2 inhibition as a target for treating Familial Adenomatous Polyposis (PAP). Plus, she discusses other programs and large-pharma partnerships, and using new tools such as Boltz-2.

SF Healthcare Week: Wave Life Sciences CEO Paul Bolno discusses the company's INHBE obesity program, AATD, PNPLA3, and more Jan 15, 2026

Show notes

He describes the 'best-in-class' profile he believes INHBE can show in the obesity space. Plus the latest on other programs and how Wave is working on a new a new bifunctional modality.

SF Healthcare Week: Roivant CEO Matt Gline provides an update on the 'vant ecosystem Jan 15, 2026

Show notes

He discusses key data in the year ahead including from Immunovant and Priovant. Plus, an update on the lawsuits regarding covid vaccine LNP delivery IP and how he thinks about Roivant's cash balance.

SF Healthcare Week: Astellas Pharma CEO Naoki Okamura describes the type of assets the company looks for externally, and covers key internal pipeline assets Jan 15, 2026

Show notes

He talks about KRAS degraders, claudin 18.2, AAV gene therapy, and more. Plus, how Astellas thinks about the coming patent expiry of Xtandi.

SF Healthcare Week: Soleno Therapeutics' Chairman & CEO Anish Bhatnager discusses the launch of its Prader-Willi syndrome therapy VYKAT XR Jan 15, 2026

Show notes

He describes the launch, physician and patient feedback, and responds in his own words to short seller criticism.

SF Healthcare Week: Madrigal CEO Bill Sibold talks about the commercialization of the MASH treatment Rezdiffra, and two bolt on deals the company has done for combinations Jan 14, 2026

Show notes

He discusses the rationale behind acquiring a DGAT-2 and GLP-1, and how a non-pharma sized company has been able to succeed with a new drug launch.

SF Healthcare Week: Insmed CEO Will Lewis discusses the launch BRINSUPRI and pipeline readouts ahead in 2026 Jan 14, 2026

Show notes

He discusses the $145M 4Q number that was announced at JPM, and the real world feedback the company has been receiving from physicians and patients. Plus, how the thinks about Insmed now that it is a $35B market cap company.

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