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BIO International 2025: Germany's Aicuris, a company that focuses on helping immunocompromised patients, has breakthrough therapy designation for its HSV treatment that is in a pivotal Jun 17, 2025

Show notes

CEO Larry Edwards describes the unmet need in the immunocompromised space, and highlights Aicuris' commercial CMV product (PREVYMIS), partnered with Merck/MSD, and R&D products targeting HSV and BKV.

BIO International 2025: UroGen CEO Liz Barrett discusses last week's approval of ZUSDURI for recurrent low-grade intermediate-risk non-muscle invasive bladder cancer Jun 17, 2025

Show notes

She describes the unmet need for a new therapy in this setting, and compares and contrasts ZUSDURI to going through multiple transurethral resection of bladder tumor (TURBT) surgeries. Plus, the potential addressable market, and what she believes the approval means for UroGen as a company.

BIO International 2025: eGenesis CEO Mike Curtis discusses the case of the second patient who has received a transplant using the company's genetically engineered porcine kidney, and what is next Jun 17, 2025

Show notes

He describes the successful transplant of Tim Andrews, who threw out the first pitch at a Red Socks game last week, and discusses what is next for this program. Plus, the status of liver and heart programs.

BIO International 2025: Stifel's Tim Opler comments on improvements in sentiment he is seeing for the biotech sector, and his take on hot button issues Jun 16, 2025

Show notes

He explains how M&A and fundraising have been improving, and he describes what types of companies have been most appealing to investors. Plus, his take on the potential most favored nation policy, companies with negative enterprise values, and China competition.

BIO International 2025: Ocugen CEO Shankar Musunuri discusses the company's gene therapy platform for eye conditions - one of which is already in a pivotal, with another to start Jun 16, 2025

Show notes

He discusses the company's gene therapy approach to retinitis pigmentosa, Stargardt disease (which just had a pivotal cleared by FDA today), and geographic atrophy.

EHA 2025: Arcellx CEO Rami Elghandour discusses the results presented today of the iMMagine-1 Study for the company's BCMA CAR-T Jun 14, 2025

Show notes

He goes over the results, and compares and contrasts the therapy's profile to the primary competitor that is currently on the market, Carvykti. Plus learnings from year two of a physician survey, and his current take on CAR-T for autoimmune and CD123 for AML.

EHA 2025: The CEO of Ascentage Pharma, which had its U.S. IPO earlier this year, introduces us to the company and discusses BCR-ABL, Bcl-2, and EED targeting programs Jun 14, 2025

Show notes

Dajun Yang shares the history of Ascentage, talks about what makes the BCR-ABL program, which Takeda took an option on, a third-generation TKI, and highiglights Bcl-2 and EED.

EHA 2025: MaaT Pharma presented an update for its microbiome based treatment for GVHD, Xervyteg, which it has now filed for approval with the EMA Jun 14, 2025

Show notes

CMO Gianfranco Pittari walks us through data from the pivotal ARES study that MaaT announced in January and filed with the EMA. Plus, an EHA presentation from an early access program that is a follow-up from data we saw in ASH in December.

Microsoft's Chief Scientific Officer for Health and Life Sciences shares his take on how AI is changing healthcare today and what is possible in the future Jun 13, 2025

Show notes

Matthew Lungren describes his belief how AI will "save time before it saves lives," and discusses how the clinical workforce is getting more used to adopting it. Plus how AI might affect cancer care and drug development R&D.

EHA 2025: CEO Arthur Sands discusses Nurix Therapeutics' BTK degrader data, the development plan ahead, recent #AACR25 data regarding brain penetration, and activity in the autoimmune space Jun 13, 2025

Show notes

He discusses the P1 data presented at EHA for CLL and WM, which he says showed efficacy across mutations, durability, and clean safety. Plus, recent #AACR25 data on BTK, BRAF and Aurora A, and his toughts on STAT6, IRAK4, and other autoimmune targets.

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