Jared Holz

Jared Holz, a health care sector specialist at Mizuho Securities who covers biotech, pharma, M&A and investment trends. They run through biotech market tone and M&A expectations. They debate FDA turmoil and rare disease review inconsistencies. Politics and midterm effects on drug policy come up. They also touch on the Lilly vs Novo valuation gap and AI’s growing role in the industry.

Jared Holz, a healthcare strategist at Mizuho, provides insights into the biotech rebound and investor sentiment, emphasizing the impact of fewer IPOs on market recovery. He shares that hedge funds are currently driving biotech investments. Meanwhile, Dietmar Berger, from Gilead Sciences, discusses innovative cell therapies in oncology. The conversation also explores AstraZeneca's surprising revival of a shelved rare disease candidate due to a calculation error, and Peter Marks’ transition to Eli Lilly adds a splash of controversy to the biotech landscape.

Jared Holz, a healthcare market strategist at Mizuho Securities, shares insights into the biotech landscape's challenges and prospects. He discusses the impact of recent FDA cuts on drug manufacturing, raising concerns about staffing shortages. The conversation also dives into the disconnect between pharmaceutical goals for weight loss and patient experiences, plus the rise of 'zombie' biotech companies. Holz emphasizes the importance of accountability in a stagnating market and highlights promising developments in gene therapy despite industry hurdles.