Boba & Biotech

Guest: James Taylor In this episode of Boba & Biotech, Armon sits down with James Taylor, co-founder of Precision NanoSystems, for a candid conversation about building a platform technology for nanoparticle-delivered RNA medicines from a PhD project into an 11-year journey that ended in an acquisition by Danaher Corporation, a leading global life sciences and diagnostics healthcare company.  They cover the early grind of bootstrapping with non-dilutive grants, why it took five years to raise a Series A, and the case for staying a tools company even as the "sexier" path to therapeutics beckoned. Taylor opens up about a near-death experience scaling the sales team, the hard lessons of building a channel as a technical founder, and why boards don't run companies, management does. They also dig into building in Vancouver V.S. the US, the tension between royalty and per-unit business models, and what he'd change about how the industry communicates its impact to the world. James Taylor is the Co-Founder and former CEO of Precision NanoSystems (PNI), a Vancouver-based life science tools company specializing in lipid nanoparticle platform technology. He holds a B.A.Sc. in engineering physics and a Ph.D. in genetics from the University of British Columbia (UBC). After 11 years building PNI, James led its acquisition by Danaher, where it was integrated into Cytiva's Life Sciences portfolio. Links Armon’s LinkedIn - https://www.linkedin.com/in/armonsharei/   James’ LinkedIn - https://www.linkedin.com/in/taylorrobertjames/  Credits Hosted by Armon Sharei, PhD Research by Julie Kim, MBA Produced by David Woje, Woje Productions, Andressa Carroll, Portal Edited and mixed by David Woje

Guest: Jason Kelly In this episode of Boba & Biotech, Armon sits down with Jason Kelly, co-founder and CEO of Ginkgo Bioworks, for a conversation about what it takes to build a biotech company from scratch when no one will fund you, why platform business models in biotech are harder than they look, and where he thinks the biggest opportunity in biotech history is hiding. They cover how Ginkgo got started on grants and stubbornness out of MIT, why Jason was deliberate about protecting voting control through IPO, the case for autonomous labs replacing manual bench science, and why longevity and wellness may dwarf everything the industry has built so far. Plus why biotech is still waiting for its YC moment — the infrastructure that would make it as easy for a PhD scientist to start a company as it is for a CS undergrad. Jason Kelly is co-founder and CEO of Ginkgo Bioworks, a publicly traded synthetic biology company he has led since founding it out of MIT in 2008. He holds a BS in chemical engineering and a PhD in bioengineering, both from MIT. Links Armon’s LinkedIn - https://www.linkedin.com/in/armonsharei/   Jason’s LinkedIn - https://www.linkedin.com/in/jrkelly2/  Credits Hosted by Armon Sharei, PhD Research by Julie Kim, MBA Produced by  David Woje, Woje Productions, Andressa Carroll, Portal Edited and mixed by David Woje of Pinwheel

Guest: Mark Dempster In this episode of Boba & Biotech, Armon sits down with Mark Dempster, Co-Head of Healthcare Investment Banking at Stifel, to pull back the curtain on what biotech bankers actually do and why it matters more than most founders realize. They cover the public vs. private financing divide, why the stigma around banks helping with private rounds exists and whether it still makes sense, and what founders consistently get wrong when they go public for the first time. Mark also shares his honest take on why generalist investors stay skittish about biotech, what the FDA environment means for the ecosystem right now, and why data ultimately trumps everything else when it comes to predicting who succeeds. Mark Dempster is Co-Head of Healthcare Investment Banking at Stifel, where he has focused on biotechnology and specialty pharma for over 25 years. He has held roles at JP Morgan and Bank of America Securities, and has been with Stifel since 2010. He holds an MBA from the University of Michigan and a B.S. in Finance from Bradley University. Links Armon’s LinkedIn - https://www.linkedin.com/in/armonsharei/   Mark’s LinkedIn - https://www.linkedin.com/in/mark-dempster-22816b/  Credits Hosted by Armon Sharei, PhD Research by Julie Kim, MBA Produced by Arielle Nisseblatt of Pinwheel, Andressa Carroll, Portal Edited and mixed by David Woje

Guest: William Pao  In this episode of Boba & Biotech, Armon sits down with William Pao, a physician-scientist who has run oncology R&D at Roche, served as Chief Development Officer at Pfizer, and is now CEO and Co-Founder of Revelio Therapeutics. Few people have seen drug development from as many angles. They get into the real economics behind why a single molecule can cost $600M to advance, what it actually feels like to kill a program you believe in, and why the jump from pharma to biotech is more disorienting than most people expect. Plus: where AI in drug development is genuinely useful, where it isn't, and what the Paxlovid story reveals about why institutional memory matters more than anyone talks about. William Pao is a physician-scientist whose career has spanned academia, industry, and biotech. As a faculty member at Memorial Sloan-Kettering and Vanderbilt University, he was a practicing oncologist recognized for ground-breaking work in targeted cancer therapeutics and personalized medicine. Through executive leadership at Roche and Pfizer, he oversaw the development of molecules now approved across cancer, rare diseases, ophthalmology, infectious diseases, neuroscience, and immunology. He is currently CEO and Co-Founder of Revelio Therapeutics, co-founder of MyCancerGenome, and author of Breakthrough: The Quest for Life-Changing Medicines. He holds an undergraduate degree from Harvard and an M.D. and Ph.D. from Yale. Links Armon’s LinkedIn - https://www.linkedin.com/in/armonsharei/   William’s LinkedIn - https://www.linkedin.com/in/william-pao-md-phd-40719295/   William’s book - https://breakthroughbypao.com/  Credits Hosted by Armon Sharei, PhD Research by Julie Kim, MBA Produced by Arielle Nisseblatt of Pinwheel, Andressa Carroll, Portal Edited and mixed by David Woje