BiotechTV - News - TopPodcast.com

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Jefferies London: Jefferies Global Chairman of Healthcare Philip Ross discusses the environment for biotech and deals Nov 18, 2025

Show notes

He shares his take on the capacity for pharma to do more buying, and list his favorite areas of science, which include I&I, CNS/Neurology, and modalities such as bi-specifics and tri-specifics.

Jefferies London: Chief Scientific Officer Tony Wood covers the latest highlights in GSK's pipeline, including oncology, respiratory, and inflammation Nov 18, 2025

Show notes

He mentions momelotinib, Blenrep, B7-H3, depemokimab, efimosfermin, IL-33, TSLP, and more. Plus, GSK's dealmaking strategy.

Jefferies London: Zymeworks had double-news during London Life Science Week - a P3 success for its HER2 bispecific in gastroesophageal cancer and it also launched a new royalty model Nov 18, 2025

Show notes

CEO Kenneth Galbraith explains the new dual business focus and walks us through the topline HER2 data.

Jefferies London: Protagonist Therapeutics CEO Dinesh Patel responds to takeout speculation and discusses the company's programs and culture of partnering Nov 18, 2025

Show notes

He covers the company's oral IL-23 (partnered with JNJ), rusfertide (partnered with Takeda), and a new early stage obesity program.

Jefferies London: BeOne Medicines announced a phase 3 success for its HER2 bispecific today in gastric cancer. John Olyer walks us through that and the whole pipeline Nov 17, 2025

Show notes

He hit on earnings, the HER2, degraders, and what BeOne is looking for in potential partners.

Jefferies London: Sofinnova Partners announced a new $750M fund XI today that will invest in early stage companies in biotech Nov 17, 2025

Show notes

Chairman and managing partner Antoine Papiernik tells us about the fund and how he expects to deploy it. Plus, the current state of European biotech.

Jefferies London: Jefferies M&A Banker Chris Roop shares his take on the environment for deals in biotech Nov 17, 2025

Show notes

He expects deals to continue in 2026, and says that the bidding wars we have seen recently are likely deal specific.

Legend Biotech CEO Ying Huang shares a post-earnings update from the company's new R&D Center in Philadelphia Nov 13, 2025

Show notes

He describes how Legend is no longer capacity constrained for it's CAR-T treatment, Carvykti, and previews the upcoming ASH conference.

Apogee will have at lest four key trial readouts for its half-life optimized IL-13 program next year, including monotherapy trials and in combination with OX40L and TSLP. Nov 12, 2025

Show notes

CEO Michael Henderson walks us through what will be a busy year for the company.

Avalo Therapeutics is developing a high affinity IL-1β for hidradenitis suppurativa - key phase 2 data will come next year Nov 12, 2025

Show notes

CEO Garry Neil describes the target and how he believes Avalo's therapy has especially high affinity. Approximately 1% of the population is believe to have HS.

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