On today’s #BiotechHangout, hosts @daphnezohar @jmaraganore @Seals310 (Mike Yee) @SamFazeli8 are joined by @IamBiotech’s John Crowley to discuss China concerns, Biosecure & other legislation, opportunities w/ new administration + BIO’s policy priorities, plus the $XBI, overall sentiment & vibe at #JPM25, 3 major M&A transactions this week including $ITCI deal & a look at challenges/opportunities of neuropsych, licensing deals: $GILD, $ABBV (Abcellera & Simcere), stock dips: $MRNA, $LLY & $MDGL, sell-off in $VKTX shares, & more: x.com/i/spaces/1ypkk… @daphnezohar @JMaraganore @Seals310 @SamFazeli8 @IAmBiotech @bradloncar @brucebooth @luba_greenwood @TimOpler @MatteisPaul @ColonGraceE Kicking off today’s show, @daphnezohar notes that investor sentiment around ​​#JPM25 was muted. @Seals310 says that the conference was a 5/10. “Monday and Tuesday were rough…but I am optimistic about the rest of the year.” #BiotechHangout

On today’s #BiotechHangout @daphnezohar @biotech1 @bradloncar @SamFazeli8 & @TheDawnBell discuss #JPM24 takeaways, deals: $MRK/ $HARP, $JNJ/ $AMAM, $GSK/ Aiolos, $BSX/ $AXNX + $NVS deal spree ( $CYTK, Calypso Biotech, Shanghai Argo, $LLY/Isomorphic), plus Metagenomi & ArriVent preclinical IPOs, $KYMR offering, $ALPMY CRL, $VRTX pauses trial & more twitter.com/i/spaces/1ZkKz… @daphnezohar @biotech1 @bradloncar @SamFazeli8 @TheDawnBell @MatteisPaul @TimOpler @LifeSciVC @mpreminger @JMaraganore @Seals310 The hosts start off this week’s #BiotechHangout with takeaways from #JPM24. @daphnezohar notes “for the first time in 3 years it felt really positive” adding there were lots of M&A deals.

twitter.com/i/spaces/1PlJQ… .@daphnezohar notes that pharma heads of R&D are leaving after ~5 years with @jaybradner, @mmammen, John Reed, Hal Barron, Rupert Vessey being recent examples. Asks @andy_plump (8 yrs @TakedaPharma) what a minimum tenure is to make an impact #BiotechHangout