Episode 41

Hosts Daphne, Josh, Tim and Otello are joined by special guest and biotech investor, Brad Loncar, to discuss the current M&A landscape, data announcements from the week and recent FDA and regulatory movements. Otello began the episode with his observations of trends in M&A including speedy execution of deals and lack of competition to get them. Daphne goes into detail about this week’s deals, including a new, high-stakes partnership between Summit Therapeutics and Akeso to in-license a bispecific antibody, a deal that could be worth up to $5 billion. Brad reflects on the popularity of cell therapies in 2022, covering Gilead and Kite’s announcement of a collaboration with Arcellx to develop its phase 2 cell therapy for multiple myeloma. Josh transitions the conversation to data, highlighting Nkarta’s positive clinical data from its CAR-NK cell therapy for patients with non-Hodgkin lymphoma and how this approach compares to CAR-T treatments. Finally, the conversation turns to a discussion on the relationship between big pharma and biotech and where smaller companies should focus business development relationships.

Community of experts and insiders joining Biotech Hangout (formerly known as Biotech Clubhouse) include Daphne Zohar, Josh Schimmer, Bruce Booth, Tim Opler, Chris Garabedian, Michal Preminger, Dawn Bell, Rob Perez, Otello Stampacchia and more.