PODCAST · business
Pathfinders in Biopharma
by RBC Capital Markets
Perspectives from the cutting edge of biotech and pharma.The fast-changing world of biopharma places a premium on trusted market insights from industry experts who can turn change into a competitive advantage. Stay ahead of the curve with our latest podcast series.Lead today. Define tomorrow.
Episodes
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What's driving biotech's latest rally?
Biotech has delivered one of its strongest rallies in years, fueled by a resurgence in M&A activity, improving sentiment and continued innovation. But as valuations rise and competition intensifies, investors are becoming increasingly selective. RBC's biotech analysts explore the key drivers…
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Dyne Therapeutics pioneers direct drug delivery to muscle and CNS
Dyne Therapeutics is an early-stage company gearing up for its first launch, promising to tackle unmet need in patients with neuromuscular disease. President and CEO John Cox outlines the science behind the company’s ambitions, and the expansion efforts that will support its metamorphosis from...
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How it feels in the eye of an M&A bidding war
A growing number of biotechs are defying the perception that you need the might of big pharma to launch a new drug. But there’s always the prospect of an offer that simply can’t be refused. Three leaders who recently sold companies – Whit Bernard (Metsera), Mike MacLean (Avidity), and Gregory…
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Why the MFN price battle is heading for court, not legislature
The U.S. administration is keen to sign up more companies to drug pricing deals, and mandatory rules are on the way. But how will the midterm elections affect these and other healthcare policy issues? At RBC’s Global Healthcare Conference, Hunter Hammond and Will Humphrey of Capstone’s healthcare...
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4DMT targets global retina market with long-lasting genetic treatment
This episode of RBC Pathfinders in Biopharma explores how next-generation retinal gene therapies could transform treatment for patients with wet AMD and diabetic macular edema. CCBO of 4D Molecular Therapeutics, Chris Simms, discusses the promise of reducing the burden of frequent injections...
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Big-value deals set the pace in healthcare M&A
Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets’ Global Healthcare Conference in New York, Darren Campili,...
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Is this finally the breakthrough moment for psychedelic therapies?
Psychedelics are poised for a breakthrough in mainstream psychiatry, with high interest among physicians and patients alike. But does the infrastructure exist to deliver these treatments, given the clinical supervision required for administration? RBC’s researchers have been out in the field to...
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No biotech bubble – but can the sector’s rally persist through 2026?
Strong launches, positive sentiment, flowing capital, and favorable macro and policy indicators: the signals remain strong as the biotech sector enters 2026. Yet investors may need to search harder for opportunities this year, according to new RBC research. Brian Abrahams, Head of Global…
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MindMed: Rethinking brain health with psychedelic therapy
Over the last 18 months, MindMed has undergone an extraordinary transformation. It released compelling data for its LSD-based drug MM120, followed by FDA breakthrough designation for MM120 for the treatment of GAD, and strong financial backing. CEO Rob Barrow outlines the company's ambitious…
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Funding the future of retinal health with Eyepoint
Eyepoint CFO George Elston provides insights on the evolving space of retinal disease treatment, focusing on capital allocation, medical innovation, industry engagement and financial prudence.
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How Blackstone Life Sciences is bridging the innovation gap
Paris Panayiotopoulos, Senior Managing Director at Blackstone Life Sciences, shares how the firm’s broad life sciences strategy has been advancing innovation across the life sciences ecosystem in three key ways: late-stage product financing (Collaboration) and new company creation (Ownership)…
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Compass trials mark a milestone moment for the psychedelics sector
Compass Pathways CEO Kabir Nath believes psilocybin-based therapy could be transformational for patients with treatment-resistant depression—and his company is already preparing to deliver it at scale. Speaking at RBC Capital Markets’ Global Healthcare Conference, Nath shares his vision for…
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Cidara’s pursuit of universal flu protection with a single dose
Every year, flu vaccine manufacturers have to guess what strains to target next season, with varying success. Cidara Therapeutics believes it may have a better alternative. President and CEO Jeff Stein explains how Cidara's laser-like focus on developing CD388, a single-dose antiviral targeting…
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Ocular Therapeutix’ bold vision to redefine retinal disease treatment
Pravin Dugel, CEO of Ocular Therapeutix provides insights into existing treatments and future product candidates for retinal diseases, underlining the unique challenges, opportunities and innovations in this evolving landscape. www.ocutx.com Pravin U. Dugel, MD Biography
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PTC Therapeutics: Building a durable company to benefit patients
A surgeon in burns reconstruction, Matt Klein swapped the operating room for the equally high-pressure environment of drug development. In this episode of Pathfinders in Biopharma, he sets out the vision for the company he now leads, PTC Therapeutics – a pioneer in the field of RNA therapies, now...
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BioAge is translating insights from the science of aging into new medicines
Scott Neidhold, Director in RBC’s Life Sciences Investment Banking Practice, sits down with Kristen Fortney, CEO and Co-Founder of BioAge, for a deep dive into how her company is turning cutting-edge aging science into real therapeutic breakthroughs — and what it means for the future of biopharma.
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Uncertainty reigns, but opportunity persists for biotech’s 2025
Universal wisdom had it that a Republican sweep in the U.S. election would favor biotech. Appointments to the new administration’s healthcare leadership make that far less certain. What effect will this and other factors have on the industry in 2025, and where are the breakthroughs likely to be...
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Unlocking Biotech’s Potential: Strategies for Navigating Public and Private Market Investments
Innovation is surging in the U.S biotechnology sector, so why are investors still fearful about committing? Noël Brown, Head of U.S. Biotechnology Investment Banking at RBC Capital Markets, is joined by fund founders Craig Gordon, MD, CEO and CIO at GordonMD® Global Investments LP and Srini...
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Former Investor Who Chose Broadcasting Over Biotech ETFs
Former biotech investor, Brad Loncar has pivoted his career from investing to reporting on the industry. Instead of serving the biotech bubble, he hopes to reach a wide audience with interest in science. Loncar explains why he switched careers and sets out his ambitions for his channel, Biotech TV.
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Can AI Solve Molecule Mysteries that will Unlock Simpler Drug Discovery?
The hardest parts of drug discovery will be vastly simplified if the mysteries of molecules and proteins can be cracked. That may be beyond human capabilities – but AI is working hard on it. In this episode of RBC’s Pathfinders in Biopharma, Noël Brown is joined by Clarissa Desjardins, CEO of...
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Shots-on-Goal Licensing Company Aims for Breakthroughs
A very special breed of animals is helping biotech and pharma companies in the quest for new human therapeutics. CFO Kurt Gustafson joins Pathfinders in Biopharma to explain the technologies behind OmniAb’s business model.
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Why Biopharma Needs to Tell Better Stories on Novel Drugs
Ronald Martell is a serial entrepreneur and biopharma veteran whose record includes the launch of Herceptin. He continues his mission to bring new drugs to patients with unmet medical needs. The CEO of Jasper Therapeutics explains his ambitions for his company’s new antibody therapy and for the...
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Venture capital velocity: What’s driving renewed momentum in biotech?
In biotech, a recovery is already well underway. Expected interest rate cuts and improving valuations across public and private markets are creating a compelling environment for deals, entrances, exits, and trades to take shape. In this episode, biotech venture capital experts assess the sector’s...
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Pharma Understands Phase One Data – But Does the Market?
Public biotech Pyxis Oncology is taking forward its innovative work on ADCs. President and CEO, Lara Sullivan, explains the company’s journey to find the right investors, and why she believes the markets still have some learning to do when analyzing data from early-stage studies.
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Davern Capital sees GLP-1 Opportunities Beyond Obesity
Davern Capital’s founder, Elie Kobrin, approaches the biopharma market from a long/short perspective – but as a former doctor, he also speaks the language of medicine. He explains the fund’s approach and offers insights on hot topics in the current market.
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Betting on Healthcare’s Future Hits – and Misses
As a healthcare-focused, market-neutral investor, Vince Aita stays close to new product developments with a view to identifying future successes and failures. At RBC’s Global Healthcare Conference, he offered his insights on everything from the future of obesity innovation to the impact of the IRA.
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Innovation and an Aging Population Drive MedTech
The MedTech sector continues to grow in the U.S. as innovation in patient treatments and delivery meets increased demand from an aging population. Medical technology analyst Shagun Singh assesses key data points from the RBC Capital Markets’ Doctor Days events, looking at how the healthcare…
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Biopharma Investors See Opportunities in Targeted Treatments and Gene Editing
Personalized, targeted drugs and gene therapies are still at the forefront of medical innovation, as we discovered at RBC Capital Markets annual Doctor Days meetings. These insightful forums bring together key opinion leader clinicians and researchers from various therapeutic fields with...
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Biotech with a Mission to Target Unmet Cancer Needs
IDEAYA’s drug development programs center around addressing unmet patient needs. Its founder tells Pathfinders in Biopharma why he believes there has never been more opportunity for breakthroughs in the fight against cancer.
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The M&A Pool Set to Accelerate Biotech Innovation
Q1 2024 saw a handful of IPOs in the biotech sector, and mounting excitement over novel treatments. But there are less obvious trends in play, including a shift in focus by potential buyers in pharma. RBC’s biotech investment banking team analyzes deal activity in the year to date and what it...
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How PIPEs finally unblocked biotech’s funding flows
The first quarter of 2024 has seen biotech’s funding drought broken, largely through private investment in public equity (PIPE) deals. In this episode of Pathfinders in Biopharma, three members of RBC’s biotech investment banking team look at the impact of PIPEs’ success on the sector and…
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Disruptive Forces in Healthcare: Why HCIT is finally set to bounce back
U.S. healthcare desperately needs to cut costs and improve outcomes. There is no single solution, but three disruptive forces in the digital health space are speeding change – and adding up to a healthy outlook for HCIT. Sean Dodge, Healthcare Technology Analyst, joins the podcast to unpack some…
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Will the Biotech Rebound Run into Pricing Policy Obstacles?
Drug pricing is already an issue in the U.S. election campaign. Brian Abrahams, MD and Head of Biotech Research at RBC Capital Markets joins the Pathfinders in Biopharma podcast to consider how this, together with other policy developments in the U.S. and worldwide, might affect a resurgent…
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Few IPOs but plenty of follow-on for biotech in 2023
After a year of stark contrasts in the public and private equity markets for healthcare, 2024 is shaping up to be another mixed outlook. While biotech continues to bolster the market, albeit more in follow-on offerings than IPOs, and HCIT and healthcare services have tailwinds, the medtech and...
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U.S. Outlook: Will the US economy achieve a soft landing in 2024?
As the U.S. economy shows positive signs for growth, inflation, and interest rates in 2024, RBC Capital Markets’ RBC Capital Markets’ Michael Reid, Blake Gwinn, Vito Sperduto and Larry Grafstein analyze the challenges posed by consumer spending, political gridlock, and quantitative tightening.…
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Raising Venture Capital: A New Playbook for A New Era in Biotech
In an era characterized by macro headwinds and profound market volatility, the biotech industry continues to raise capital to fuel drug development, clinical trials, and innovation. Capital raising in challenging markets comes with additional risks, leading venture capital firms and crossover...
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ECM: Robust End to Year, Despite Previous Volatility
As RBC Capital Markets looks forward to a robust end to the year, John Hoffman and Jason Levitz, Co-Heads of Healthcare Equity Capital Markets explore how the firms who succeed in an especially dynamic market will be those willing to embrace new ways of thinking about unlocking value.
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Biotech Halftime Report: A Winding Road Ahead
Join Head of US Capital Markets Research, Mark Odendahl and biotech analysts Brian Abrahams and Gregory Renza, as they explore the dynamic biotech sector landscape in H2 2023. This episode was originally broadcast on Industries in Motion, the RBC podcast.
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The Urgent Need to Address the Youth Mental Health Landscape
U.S. soccer legends and World Cup champions Briana Scurry and Dr. Sara Hess joined Andrew Callaway, Global Head of Healthcare Investment Banking at RBC Capital Markets, at this year’s RBC Global Healthcare Conference.
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Website Traffic Reveals Biopharma Sales Trends
A new RBC ElementsTM report, “Insights from the BioWeb,” looks at the predictive potential of website traffic as a means to uncover underappreciated market trends and sales insights. Mark Odendahl, Head of US Capital Markets Research, is joined by Brian Abrahams, Head of Biotechnology at RBC...
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When to Call it Quits: VCs Making Tough Decisions in a Tough Market
While the public biotech markets remain volatile, VCs continue to raise new funds. Are we witnessing a renaissance in the private capital markets? The bankruptcy rate of biotechs is historically among the lowest of US publicly traded companies, however, companies are failing and there is still a...
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How Biotech M&A is Redefining the Strategic Landscape
Given current macro and regulatory headwinds, determining the optimal time to sell a biotech company is a multifaceted decision that requires careful consideration of several key factors. Hear from industry veterans Ted Love, Marc de Garidel, and Abbas Kazimi who share their insights on a new era...
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Healthcare Should Get Ready for ‘Fast and Furious’ M&A
Hear from Vito Sperduto, RBC’s Co-Head of Global M&A, and his panel of RBC Capital Markets’ expert bankers on how large healthcare firms with strong balance sheets are putting cash to work — driving a ‘fast and furious’ surge of M&A activity in the second half of the year and into 2024. Learn why...
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Innovation and Growth: Key Ingredients to Healthcare M&A
Compressed valuations, heightened CEO confidence, and the desire to accelerate top-line growth and scale innovation are the key factors driving healthcare M&A in 2023. As deal activity starts to accelerate, our banking experts are asking, what’s next for the sector? Listen to Pathfinders in...
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Biotech M&A Booms, But Have Buyouts Reached a Tipping Point?
In the latest episode of Pathfinders, Senior Biotechnology Analyst Gregory Renza discusses what’s driving the latest spate of biotech M&A activity — the new players and partnership dynamics that are creating what he calls “a landscape of competition” in the broader market.
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Global Blood Therapeutics Commitment to Sickle-Cell Innovation
In this rebroadcast episode, we flash back to a previous interview with Dr. Ted W. Love, President and CEO of Global Blood Therapeutics (GBT). Dr. Love spoke with our biotechnology analyst Gregory Renza about GBT’s mission-driven culture which led to the development of Oxbryta, the company’s...
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Is This the Breakthrough Moment for Genetic Medicine?
Genetic medicine is poised to unlock more value for patients and investors due to disruptive technologies like mRNA, siRNA and gene editing. With an estimated 27 genetic medicines already approved, RBC’s biotechnology analyst Luca Issi explains how these technologies could be used next, and why...
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The Hidden Revolution Set to Turn US Healthcare on its Head
In the latest episode of Pathfinders, our Healthcare technology analyst Sean Dodge explores a quiet but accelerating revolution in the way US healthcare works – and the new breed of companies poised to benefit.
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The Big Picture for Biotech
In this latest episode, our head of biotech research Brian Abrahams shares a big picture analysis of the industry, outlining the long-term disruptions and opportunities ahead for biotech.
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Why Biopharma Investment Requires a Different Mindset
In the latest episode of Pathfinders, Noël Brown, Head of US Biotechnology Investment Banking at RBC Capital Markets, reveals why he’s feeling optimistic about M&A in biopharma and how leading in biotech investment and corporates needs visionary long-term thinking.
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ABOUT THIS SHOW
Perspectives from the cutting edge of biotech and pharma.The fast-changing world of biopharma places a premium on trusted market insights from industry experts who can turn change into a competitive advantage. Stay ahead of the curve with our latest podcast series.Lead today. Define tomorrow.
HOSTED BY
RBC Capital Markets
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How many episodes does Pathfinders in Biopharma have?
Pathfinders in Biopharma currently has 61 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Pathfinders in Biopharma about?
Perspectives from the cutting edge of biotech and pharma.The fast-changing world of biopharma places a premium on trusted market insights from industry experts who can turn change into a competitive advantage. Stay ahead of the curve with our latest podcast series.Lead today. Define tomorrow.
How often does Pathfinders in Biopharma release new episodes?
Pathfinders in Biopharma has 61 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to Pathfinders in Biopharma on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Pathfinders in Biopharma?
Pathfinders in Biopharma is created and hosted by RBC Capital Markets.
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