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Pareto Securities' Healthcare Conference: Biotech Analyst Dan Akschuti shares his take on the the conference and the state of biotech, and highlights key companies to watch in the region Sep 16, 2025

Show notes

He sees an optimistic turn after a challenging couple of years. Plus, highlighting Vicor, Camurus, Oculis, and BioArctic.

Pareto Securities' Healthcare Conference: Saniona has built expertise in the ion channel space, in addition to its own work, it has partnerships with Jazz, Acadia, and others Sep 16, 2025

Show notes

CEO Thomas Feldthus describes the challenge of making ion channel medicines selective enough to avoid unwanted side effects. He walks us through the Jazz and Acadia partnership, and highlights three other internally developed programs.

Pareto Securities' Healthcare Conference: BioArctic's CEO Gunilla Osswald highlights the company's brain transporter technology, the latest on Leqembi, and a Parkinson's program Sep 16, 2025

Show notes

She describes the transferrin receptor based brain transporter technology, which the company recently signed another new partner (Novartis) on for $30M up front. Plus, the European approval of Leqembi, and how the Parkinson's program is progressing.

Pareto Securities' Healthcare Conference: Guard Therapeutics will have a key P2b trial read for its kidney protecting therapy RCM-035 in the 4th quarter - CEO Tobias Agervald walks us through it Sep 16, 2025

Show notes

He describes the science behind the A1M protein that this is based on, and how Guard has chosen kidney protection for patients who are undergoing heart surgery as the lead indication. We walk through various scenarios ahead of the upcoming readout.

Pareto Securities' Healthcare Conference: BioInvent has recently optimized its pipeline to focus on two key programs - BI-1808, the anti-TNFR2 antibody, and BI-1206, an FcγRIIB inhibitor Sep 16, 2025

Show notes

CEO Martin Welschof walks us through these two programs, which both target liquid and solid tumors. BI-1808 recently had data at EHA and will have solid tumor data later this year, while 2026 will be data rich for BI-1206.

Pareto Securities Healthcare Conference: Basilea is using its financial strength from two marketed products to develop its pipeline and acquire new products - it just received more BARDA funding today Sep 16, 2025

Show notes

CEO David Veitch walks us through the U.S. launch of Zevtera, and discusses where Cresemba is in its global commercial lifecycle. Plus, pipeline progress, and how Basilea's experience with BARDA funding has been a good sign of consistency for the field.

Takeda's CEO Christophe Weber describes the company's landmark phase 3 data that was presented at World Sleep Congress this week for its first-in-class orexin agonist for treating narcolepsy type 1 Sep 12, 2025

Show notes

Christophe Weber discusses the 25 year journey from the discovery that orexin deficiency is the cause of narcolepsy to announcing two positive phase three studies with an agonist. He shares highlights of the World Sleep Congress data, and how he views emerging competitors in the class.

Leaders of Brandon Capital, a seed and VC firm formed in Australia and with an office in the UK as well, discuss their $290 million sixth fund Sep 12, 2025

Show notes

Founding Partner Stephen Thompson and Partner Jonathan Tobin list some of their recent investments, highlight the advantage of running speedy clinical trials in Australia, and comment on what the benefits to life sciences would be if the UK would allow pensions to invest in private venture funds.

Biotech veteran Harvey Berger was named Chairman & CEO of Arena BioWorks today - he describes how 'foraging to focusing' will be the name of the game Sep 08, 2025

Show notes

Dr. Berger, whose experience in biotech goes back decades, including founding and running ARIAD for 25 years, is taking over this company that was publicly launched at the beginning of 2024 and came with it a funding commitment of up to $500 million from large investors.

Stevenage, UK based NRG Therapeutics raised a $67M series B today to advance its aim to restore mitochondrial function and slow the progression of neurodegenerative diseases like Parkinson's and ALS Sep 08, 2025

Show notes

CEO Neil Miller walks us through the hypothesis of how toxic proteins created by neurodegenerative diseases enter and damage the mitochondria, and how the company's small molecule inhibitors are meant to block this. With these funds, the company can enter the clinic in Parkinson's in early 2026.

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