Off-Target Effects with Matt Gline – Détails, épisodes et analyse

For the first episode of the new video podcast, Matt turns the tables on Brad Loncar and interviews him about his experiences and knowledge of investing in China biotech over the years. They discuss the rise of China biotech and how it might or might not be impacting M&A in the sector.

One of the largest and most successful biotech investors, Dr. Aghazadeh is asked about key current events like turnover at FDA, tariffs, China, and whether he thinks biotech has a structural problem regarding how companies 'innovate' today and the different market strategies of investors.

Adam shares his background of previously covering the tech industry, and compares and contrasts it to covering biotech. He describes his philosophy of writing for investors, and how the business of journalism does and doesn't affect the types of stories he writes.

Philip Ross talks about the outlook for M&A in our industry, and describes the pharma revenue growth demands that will be driving it. He discusses what qualities make targets attractive, and how the industry has changed over time during the course of his career. Plus, what attracted him to Jefferies.

Reflecting on the decades-long journey at Alnylam, John Maraganore describes making it through lean times, and how far oligos and RNAi have come today. Matt asks him about championing true innovation, and what the word 'innovation' even means in today's environment. Plus, his thoughts on China, drug pricing and access, IP, AI ,and more.

He and Matt talk about portfolio construction, and the dynamics of taking on the right capital structure throughout different phases of a company's lifecycle. Neil shares early learnings from the commercial launch of Attruby, how being a commercial stage company can impact culture, and why he created the early-stage R&D focused sister company Gondola. Plus, discussing talent, intellectual property, and more.

He describes to Matt how the market has become more efficient since he started in the 1990's. He shares his perspective on single-asset vs pipeline companies, and today's M&A dynamic. Plus, his goal of being unbiased as an investor and how he tries to create an environment at Perceptive where that style is instilled in his analysts.