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Jan 15, 2026 • 9min

SF Healthcare Week: Astellas Pharma CEO Naoki Okamura describes the type of assets the company looks for externally, and covers key internal pipeline assets

He talks about KRAS degraders, claudin 18.2, AAV gene therapy, and more. Plus, how Astellas thinks about the coming patent expiry of Xtandi.
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Jan 15, 2026 • 10min

SF Healthcare Week: Soleno Therapeutics' Chairman & CEO Anish Bhatnager discusses the launch of its Prader-Willi syndrome therapy VYKAT XR

He describes the launch, physician and patient feedback, and responds in his own words to short seller criticism.
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Jan 14, 2026 • 11min

SF Healthcare Week: Madrigal CEO Bill Sibold talks about the commercialization of the MASH treatment Rezdiffra, and two bolt on deals the company has done for combinations

He discusses the rationale behind acquiring a DGAT-2 and GLP-1, and how a non-pharma sized company has been able to succeed with a new drug launch.
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Jan 14, 2026 • 9min

SF Healthcare Week: Insmed CEO Will Lewis discusses the launch BRINSUPRI and pipeline readouts ahead in 2026

He discusses the $145M 4Q number that was announced at JPM, and the real world feedback the company has been receiving from physicians and patients. Plus, how the thinks about Insmed now that it is a $35B market cap company.
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Jan 12, 2026 • 10min

SF Healthcare Week: Beam's CEO John Evans shares an update on based editing for alpha-1 antitrypsin deficiency, sickle cell disease, and more

John Evans, CEO of Beam Therapeutics, shares exciting advancements in base editing therapies for genetic diseases. He discusses potential accelerated approval for alpha-1 antitrypsin deficiency, highlighting regulatory feedback and a focus on confirmatory trials measuring lung and liver outcomes. Evans explains the advantages of base editing over other methods, especially for sickle cell disease, and teases future targets for liver conditions. With innovative approaches to LNP delivery, he emphasizes the platform's potential for customizable solutions in genetic therapies.
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Jan 12, 2026 • 18min

SF Healthcare Week: Flagship Pioneering's Founder Noubar Afeyan shares his thoughts on the image of science in the United States today, biotech's roller coaster 2025, mRNA, AI, and more

Noubar Afeyan, co-founder of Flagship Pioneering and a pivotal figure in Moderna, shares his insights on the importance of defending the scientific method in today’s society. He emphasizes the need to engage the public in science through compelling narratives. Afeyan dives into the transformative potential of mRNA technology, its delivery innovations, and the resurgence of biotech investing post-pandemic. Additionally, he discusses Flagship's investments in AI and the future of scientific research, highlighting the intersection of technology and biology.
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Jan 12, 2026 • 11min

SF Healthcare Week: Baird Senior Analyst Brian Skorney comments on Monday's conference news and highlights his top picks ahead for 2026

Brian Skorney, a senior biotech analyst at Baird, dives into the latest trends from San Francisco Healthcare Week. He highlights Biohaven's innovative degrader platform and its potential impact on IGAN treatment. Skorney also discusses Xenon's KV7 program, emphasizing its promising efficacy in seizure management. He identifies Biogen as a key player due to its advancements in blood biomarkers and dosing methods. Lastly, he reviews the ongoing developments at Sarepta and their gene therapy strategies. Tune in for insightful market perspectives!
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Jan 12, 2026 • 11min

SF Healthcare Week: Vera Therapeutics’ announced this week that the FDA accepted the company’s filing for atacicept, a potential new treatment for IgA Nephropathy

Marshall Fordyce, Founder and CEO of Vera Therapeutics, dives into the groundbreaking potential of atacicept for treating IgA nephropathy. He discusses the impressive FDA acceptance of their BLA filing and the important role of Phase III data published in NEJM. Fordyce explains how atacicept uniquely targets BAFF and APRIL to reduce immune complexes and improve treatment outcomes. As they prepare for a commercial launch, he highlights patient-friendly dosing options and clear communication with the FDA.
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Jan 12, 2026 • 11min

SF Healthcare Week: Biohaven's Chairman & CEO Vlad Coric shares updates on the company's pipeline in immunology, obesity, and epilepsy

Vlad Coric, Chairman and CEO of Biohaven and an expert in neurology and immunology, dives into the company’s innovative pipeline. He highlights the degrader programs targeting immunology and discusses a brain-penetrant TYK2/JAK1 inhibitor for Parkinson's. Coric also shares insights about a myostatin approach to tackle obesity and preserve muscle, and the promising Kv7 epilepsy program, emphasizing upcoming trial data. His commitment to ataxia patients and navigating FDA challenges adds depth to this engaging conversation.
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Jan 12, 2026 • 11min

SF Healthcare Week: Abivax CEO Marc de Garidel reflects on a breakout 2025 for obefazimod and key data that will read out this year

In this engaging discussion, Marc de Garidel, CEO of Abivax, shares insights into the promising future of obefazimod, highlighting key 2025 data and plans for 2026. He emphasizes the importance of upcoming clinical data for ulcerative colitis and Crohn's disease. Marc also addresses market pressures and M&A speculation while reassuring listeners about the safety profiles observed in trials. He describes obefazimod's unique mechanism as an immunostabilizer, offering hope for patients and optimism for forthcoming results related to fibrosis and TH17 effects.

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