Episode 120 - November 8, 2024

On this episode, Daphne Zohar, John Maraganore, Josh Schimmer, Eric Schmidt and Sam Fazeli are joined by Endpoints’ Zach Brennan for a discussion on the election results and what we can expect with a Trump administration, including the negatives/risks for the biotech industry as well as the positives and potential opportunities. The hosts also cover other news from the week including Moderna’s Q3 earnings and the company’s CEO Bancel stepping down as sales chief, as well as BioNTech’s Q3 earnings and the potential softening of vaccine pricing. The group recapped the ASH conference and readouts including Arcellx’s early data and related stock movement. The discussion turns to ObesityWeek highlights including data from AstraZeneca, Vertex, Zealand and Novo Nordisk. Other topics covered this week include Sarepta’s SRP-5051 discontinuation, the death of gene editing and the impact to the fledgling field. This episode aired on November 8, 2024.