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Southampton, UK based Curve Therapeutics believes its mammalian cell-based 'Microcycle' platform is a better way to do drug discovery - lead programs from it target HIF-1/HIF-2 and ATIC Jul 15, 2025

Show notes

Co-Founder and CEO Simon Kerry discusses being in Southampton, and why he belives the 'Microcycle' platform beats screening in traditional well plates for discovery work. Curve currently has cash on hand to take at least one program into the clinic.

Checking in with MoonLake's CEO ahead of one of biotech's most closely watched trial readouts of the year - the phase 3 VELA program of sonelokimab in HS (due in Sept) Jul 11, 2025

Show notes

Jorge Santos da Silva walks us through the scientific design of the molecule, which is a nanobody that binds to IL-17A, IL-17F, and albumin. He compares and contrasts it to key competitor BIMZELX and describes what the company is hoping to see in the trial readout. Plus, commercial plans, pipeline, and more.

KalVista's CEO discusses today's FDA approval and commercial launch of Ekterly, the first oral therapy for treating hereditary angioedema (HAE) attacks Jul 07, 2025

Show notes

Ben Palleiko is asked about the company's take on headlines that were in the news during the FDA review of the drug, and he describes the need for an oral therapy and the company's commercial strategy now that the approval is in hand.

AI News: Singapore based Gero, a company focused on small molecules for aging conditions, launched ProtoBind-Diff, a model using amino acid sequences rather than structure models for discovery Jun 30, 2025

Show notes

Co-Founder & CEO Peter Fedichev describes why he believes reading the amino acid sequences that have been written into the human genome over time is a more realistic way of discovering small molecules that will work rather than via protein-target structure models. He also discovers how the company is leveraging this for its focus on aging conditions and longevity.

Jones Research analyst Catherine Novack discusses Capricor's regulatory roller coaster, RNA editing, and more Jun 27, 2025

Show notes

She gives a scenario analysis in the event that FDA asked Capricor for more data rather than approving the therapy by its August 31st decision date. Plus, commentary on ProQR, Korro Bio, Wave, Crinetics, Dyne, Rezolute, Larimar, and Aldeyra.

ArsenalBio's Co-Founder & CEO Ken Drazan talks about engineering the next generation of T-cell therapies, including a clinical stage renal cell program that includes multiple features Jun 27, 2025

Show notes

He describes the ArsenalBio's "CITE" platform, which allows it to make heterogenous cells by inserting modifications all in the same place. Plus, writing in logic gating, harnessing shRNA, and more. The company recently raised a $325M series C.

Discussing hot button issues for biotech, and how they do or don't affect the mechanics of M&A, with one of the most experienced bankers in healthcare, Jefferies' Philip Ross Jun 27, 2025

Show notes

He describes how some front and center issues for biotech either do or don't affect the M&A environment such as China, negative enterprise values, the FTC, valuations, the patent cliff, and more.

William Blair biotech analyst Andy Hsieh takes stock of the obesity space after attending the 2025 American Diabetes Association's (ADA's) 85th Scientific Sessions in Chicago Jun 26, 2025

Show notes

He discusses data presented at #ADA25 including Eli Lillys Orforglipron and Bimagrumab, Novo Nordisk's CagriSema, and Amgen's MariTide. Plus, thoughts on Viking's program as it enters phase 3.

Checking in with the co-founders of Amylyx Pharmaceuticals, which now has one program in pivotal, another that may start soon, and earlier stage clinical programs that will have data this year Jun 25, 2025

Show notes

Josh Cohen and Justin Klee walk us through the lead program, avexitide, which is a GLP-1 antagonist and is currently in a pivotal study that will read out in 1H26. Plus, updates on AMX0035 in Wolfram Syndrome and Progressive Supranuclear Palsy, and an ALS program targeting calpain-2 that will have initial data later this year.

Oxford, UK based Pathios Therapeutics is targeting GPR65 for cancer, a signaling pathway that becomes active in the low pH tumor microenvironment and causes immunosuppression and high angiogenesis Jun 24, 2025

Show notes

CEO Paul Higham describes the biology of GPR65 inhibition, something that pharma companies have previously tried to do, and explains how cancer patients who genetically have low signaling are seen to have better outcomes in than other genotypes.

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