BiotechTV - News Analysts Thursdays: Clear Street Senior Biotech Analyst Kaveri Pohlman shares her take on biotech for 2026 and discusses her top picks
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Jan 22, 2026 Kaveri Pohlman, Senior Biotech Analyst at Clear Street, shares insights into the biotech landscape for 2026. She highlights macro trends such as M&A and patent cliffs shaping the industry. Kaveri dives into Arrivent's pivotal readout for their EGFR TKI, Oruka's innovative psoriasis treatment, and Jade Biosciences' promising IgA nephropathy therapy. She also discusses Zura Bio's upcoming phase II data and Pavella's potential game-changing Phase III results for a rare skin disease. A fascinating look at future biotech opportunities!
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Macro Tailwinds For Biotech In 2026
- Biotech looks broadly supported by M&A, looming patent cliffs, and potential rate cuts this year.
- Kaveri Pohlman notes cash-rich large pharmas and clearer pricing/regulatory signals underpin sector momentum.
Focus On Buyer-Favored Therapeutic Areas
- Watch therapeutic areas with strategic buyer interest like metabolic, INI, oncology, and neurology.
- Kaveri Pohlman recommends focusing on these sectors because large pharmas are actively acquiring assets there.
Late-Stage EGFR Play From China
- Aravint's lead EGFR TKI (ferminertinib) is a late-stage China-originated asset heading into pivotal readout expected in 2026.
- Kaveri highlights strong phase 1 data and high odds of success for this chemo-free, brain-penetrant TKI.