BiotechTV - News

BiotechTV
undefined
Jan 7, 2026 • 32min

Mizuho Senior Biotech Analyst Salim Syed highlights key companies in the news he covers heading into the new year

Salim Syed, a senior biotech analyst at Mizuho, dives into the latest trends in the biotech sector. He shares insights on BridgeBio's expected revenues and the launch of Truvy, forecasting significant market potential. The conversation shifts to Cytokinetics' Mycorzo approval and its advantages over competitors. Syed discusses Vaxcyte's promising guidance and upcoming trial data, while also highlighting Biogen's catalysts and Arcus' strong product potential. His expertise sheds light on critical developments as the new year approaches.
undefined
Dec 30, 2025 • 33min

William Blair Senior Biotech Analyst Andy Hsieh shares an overview of the obesity space heading into 2026

He discusses the recently approved Wegovy pill, and compares and contrasts it to other oral programs from Lilly, Structure, and Corbus. Plus, how is the amylin space looking compared to GLP-1s, and a preview of Viking's 2026.
undefined
Dec 29, 2025 • 45min

A deep dive discussion on Abivax with Truist Senior Biotech Analyst Gregory Renza

We discuss the upcoming maintenance data, commercial prospects, Crohn's, and buyout prospects.
undefined
Dec 9, 2025 • 19min

ASH 2025: Kelonia Therapeutics presented convincing late-breaking data at ASH today from its initial patients in multiple myeloma suggesting that in vivo CAR-T is on track to be a next innovation

Founder and CEO Kevin Friedman describes Kelonia's approach, which uses a lentivirus for delivery, and discusses differentiating features of in vivo CAR-T platforms. He walks us through today's data and highlights what is next.
undefined
Dec 9, 2025 • 10min

ASH 2025: MaaT Pharma's microbiome based treatment for refractory GVHD is in front of EMA right now for a possible 2026 approval - the pivotal data was presented in an oral at ASH this week

Founder and CEO Hervé Affagard walks us through how this treatment works and highlights the ASH presentation and one year survival data the company has accrued. Plus, how compassionate use is going in the United States.
undefined
Dec 9, 2025 • 14min

ASH 2025: Ascentage Pharma Chairman & CEO Dajun Yang shares an update on the company's Bcl-2, lisaftcoclax, which was recently approved in China and is in multiple global registration studies

The therapy has shown single agent efficacy in patients who are refractory to BTKs. Plus, and update on global studies of the BCR-ABU/KIT, olverembatinib, and highlighting Ascentage's EED inhibitor.
undefined
Dec 9, 2025 • 8min

ASH 2025: Corvus CEO Richard Miller believes that ITK inhibitors can have the same broad impact on T-cell diseases as BTK inhibitors have had on B-cell diseases - he would know

He describes the science behind ITK, and goes over ASH data in r/r T-cell lymphoma, where the company is already enrolling a pivotal study. Plus, why the profile of ITK in oncology gives him confidence in its utility for autoimmune disease, and highlighting atopic dermatitis data that will be coming in January.
undefined
Dec 8, 2025 • 17min

ASH 2025: Nurix CEO Arthur Sands discusses his company's BTK degrader data at ASH, and highlights the benefits of degraders more broadly in oncology and I&I

He describes two studies Nurix presented for bexobrutideg at ASH, and also discusses the pivotal DAYBreak study that has already been initiated. Plus, his take on today's STAT6 competitor data and how he feels about IRAK4.
undefined
Dec 8, 2025 • 10min

ASH 2025: Cullinan Therapeutics CEO Nadim Ahmed highlights the company's FLT3xCD3 bispecific T-cell engager data at ASH in AML and MDS

He describes how this asset binds to the extracellular domain and therefore can work for both wild type patients and those with mutations. Plus, recent regulatory news on zipalertinib and when to expect to see autoimmune data.
undefined
Dec 8, 2025 • 13min

ASH 2025: Kura Oncology CEO Troy Wilson discusses the recent approval of the company's menin inhibitor (KOMZIFTI) in R/R NPM1 mutated AML, and highlights ASH data in the front line setting

He discusses the profile of the therapy both as monotherapy and in combination, and compares and contrasts it to competitor data. Plus, the success factors behind Avidity Biosciences, which he co-founded and was recently acquired by Novartis for $12 billion.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app