Episode 125 - December 20, 2024

On this week’s episode, Brad Loncar, Daphne Zohar, Josh Schimmer, Yaron Werber and Michael Preminger kick off the show with Vertex’s much anticipated Phase 2 study results, highlighting the modest treatment effect and high placebo response. The group also comments on overly positive spin on data and the importance of credibility in interpreting data. The conversation turns to Novo Nordisk’s weight loss data and the market’s negative reaction with stock down 20%. The group also discusses Roche’s termination of its hemophilia gene therapy program, and Teva's TL1A data showing promise in inflammatory bowel disease. Turning to market sentiment, the group comments on Wall Street’s high expectations for new data and the resulting volatility in the market. The hosts also touch on the impact of Chinese biotech investments, potential PBM reforms, Regeneron’s high-dose ILEA trials, upcoming auction of Mitsubishi pharma unit, and more. This episode aired on December 20, 2024.