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Biotech Bulls & Breakthroughs

Welcome to Biotech Bulls & Breakthroughs! This brand new podcast from BioPharmCatalyst explores the dynamic world of biotech investing alongside long-time biotech trader Sheff from Sheff Station. Each month, we will be discussing current events in the biotech industry and how these events impact investors, as well as a discussion of upcoming catalysts in the biotech space.

  1. 17

    Biotech Investing: Biotech Mid 2026 Catalysts To Watch

    In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield explore the resilience of the biotech market, the impact of FDA policies, and the significance of conferences like AACR and ASCO. They highlight the potential of smaller companies and the evolving regulatory environment, particularly in the psychedelic space. In this episode:🔹 White House Medical Executive Order on Psychedelics🔹 OTLK on Federal Dispute Resolution (FDR) meeting with the FDA after One Pivotal Trial effects🔹 Sheff's Watchlist for the middle of 2026.Executive Order: https://www.whitehouse.gov/presidential-actions/2026/04/accelerating-medical-treatments-for-serious-mental-illness/Outlook Press Release: https://www.biopharmcatalyst.com/company/OTLK/news/320085🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  2. 16

    The Future of Biomanufacturing | Michael Heltzen, eXoZymes

    In this episode of Biotech Bulls & Breakthroughs, John sits down with Michael Heltzen, CEO of exoZymes, to discuss the revolutionary move toward cell-free biomanufacturing. Discover how exoZymes is using AI to bypass the limitations of living cells, engineering "super-enzymes" through brute-force evolution, and bringing high-purity natural compounds like NCT to the mass market.eXoZymes Inc.https://www.biopharmcatalyst.com/company/EXOZ#/📲 Follow Michael Heltzen and eXoZymes: https://www.linkedin.com/in/michaelheltzenhttps://www.linkedin.com/company/exozymeshttps://exozymes.com/In this episode:🔹 Why "cell-free" systems outperform traditional cell fermentation.🔹 How AI is used to "speed run" evolution for enzyme development🔹 Insights into the 2024 exoZymes IPO and their commercial roadmap.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  3. 15

    Biotech Investing: FDA One Pivotal Trial and 2Q Outlook | Biotech Bulls & Breakthroughs

    In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield dive deep into the new FDA one pivotal trial as an alternative to the regulatory pathway, and what it means for trial timelines and company runways in 2026. If you're trading biotech, understanding these structural shifts is no longer optional—it's a matter of survival.https://www.nejm.org/doi/full/10.1056/NEJMsb2517623In this episode:🔹 FDA updates on new pathways are changing the game.🔹 Why a 12-month runway is the new "red line" for investors🔹 Sheff's Watchlist for the following quarter🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  4. 14

    Tackling Rare Genetic Diseases with Diagonal Therapeutics

    In this episode, John Gagliano speaks with Eric Duhaime, Senior VP of Finance and Corporate Development at Diagonal Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on clustering agonist antibodies and rare genetic diseases. Eric shares his journey in biotech, the mission of Diagonal Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, their strategic use of health data to prove commercial viability, and their novel bispecific antibodies, highlighting the importance of tackling the root causes of diseases like Hereditary Hemorrhagic Telangiectasia (HHT).📲 Follow Eric Duhaime in Diagonal Therapeutics: https://www.linkedin.com/company/diagonal-therapeuticshttps://diagonaltx.com/In this episode:🔹 Novel antibodies for rare diseases.🔹 Restoring normal intracellular signaling pathways.🔹 Navigating the current biotech market.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  5. 13

    Talking Biotech: Biotech Stocks to Watch, Hedge Funds & More

    In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield explore the importance of cash burn in biotech, the role of hedge funds, and the many catalysts expected by the end of the quarter.In this episode:🔹 The importance of Cash in biotech.🔹 How hedge funds' 13-F filings influence biotech stocks.🔹 Companies relocating production to the US.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  6. 12

    Navigating the Future of Biotech: Insights from the JP Morgan Healthcare Conference 2026

    In this episode, as the biotech landscape continues to evolve, the recent JP Morgan Healthcare Conference 2026 has set the stage for an exciting year ahead. John Gagliano and Sheff Sheffield delve into the key takeaways from the conference, exploring significant acquisitions, emerging trends, and the role of artificial intelligence in shaping the industry's future. In this episode:🔹 Growth areas in immunology, metabolism, neurology, and oncology will drive the industry forward in 2026.🔹 China’s growing role in the market necessitates collaboration with U.S. companies for enhanced innovation.  🔹 AI is becoming a transformative force in biotech, expediting drug discovery and product development.   Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  7. 11

    2025 Biotech Recap & Set Up For 2026

    In this episode, John Gagliano and Chef Sheffield review the biotech landscape of 2025, discussing key trends, FDA clarity, and the impact of CRLs on investor confidence. They highlight significant companies and catalysts to watch as they transition into 2026, emphasizing the importance of institutional investments and upcoming events that could shape the market. In this episode:🔹 2025 saw increased clarity from the FDA🔹 The upcoming JP Morgan conference will set the stage for 2026🔹 CRLs are not the end🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  8. 10

    Understanding Catalysts in Biotech Trading

    In this episode, John Gagliano and Sheff Sheffield discuss the current state of the biotech market as they approach the end of the year. They reflect on recent trading successes and challenges, emphasizing the importance of understanding catalysts and market reactions. The conversation also highlights the significance of insider trading and institutional movements in stock performance. Finally, they explore upcoming catalysts and provide insights into their stock watchlist for the remainder of the year. In this conversation, CS (Sheff) Sheffield discusses various emerging biotech companies and their upcoming clinical trials, data releases, and market implications. He highlights the significance of low float stocks, the potential for substantial market movements based on positive data, and the importance of regulatory pathways in the biotech industry. The discussion also covers specific companies, their innovative therapies, and the competitive landscape in the pharmaceutical market, particularly focusing on PDUFA dates and biosimilars.In this episode:🔹 Institutional buying can greatly influence stock prices. 🔹 Low float stocks can lead to significant price movements. 🔹 Patience is crucial when waiting for 510k approvals. Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  9. 9

    Innovations in Biotech: A Deep Dive with MoMA Therapeutics

    In this episode, John Gagliano speaks with Neil Lineberry, VP of Corporate Development at MoMA Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on dynamic proteins and precision medicine. Neil shares his journey in biotech, the mission of MoMA Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, collaborations, and the Nomatic platform, highlighting the importance of tailoring the rapies to individual patient needs.📲 Follow Neil Lineberry: https://www.linkedin.com/in/neil-lineberry-wahoohttps://momatx.com/team/In this episode:🔹 Precision medicine tailors therapy to the patient's unique characteristics.🔹 MoMA's lead program targets DNA polymerase theta for cancer treatment🔹 Upcoming data readouts are critical for MoMA's future growth.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  10. 8

    Ep. 5: Biotech Trends and Insights: Rare Diseases, Patent Expirations, ESMO25 and Sheff's Watchlist | Biotech Bulls & Breakthroughs Podcast

    In this episode of Biotech Bulls and Breakthroughs, John Gagliano and Christopher Sheffield discuss the current state of the biotech market, focusing on trends, upcoming catalysts, and the implications of patent expirations. They delve into the evolving landscape of rare diseases, the impact of Keytruda's patent expiration on Merck and the market, and highlight key upcoming events such as ESMO. The conversation also explores options trading in biotech and concludes with insights into future market outlooks.In this episode:🔹 Rare diseases are becoming a focal point for biotech companies.🔹 Priority review vouchers can be a game-changer for small biotech companies.🔹 Biotech options complexity vs stock trading for simplicity.Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  11. 7

    Ep. 4: Navigating the Biotech Landscape | Biotech Bulls & Breakthroughs Podcast

    In this episode, John Gagliano and Sheff discuss the latest trends in the biotech market, focusing on key companies, earnings season insights, and upcoming catalysts. They highlight the importance of FDA communications and breakthrough designations, as well as the impact of recent data releases on stock performance. The conversation also touches on charity work and includes a brief interview with Billy Henry, the Founder of an organization that helps the visually impaired.In this episode:🔹Viking Therapeutics has faced challenges with recent data releases.🔹 How Breakthrough designations can enhance a company's market position.🔹 The FDA's communication with companies has improved, leading to faster decisions.Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  12. 6

    Biopharma Industry: Insights from BioSpace Senior Editor Annalee Armstrong

    In this episode of Biotech Bulls and Breakthroughs, host John Gagliano speaks with Annalee Armstrong, Senior Editor at BioSpace, about the current state of the biopharma industry. They discuss exciting developments in neurodegenerative diseases, the hype surrounding GLP-1 drugs, the future of oncology, the psychedelic drug market, the role of the FDA, and the impact of AI on drug discovery. Annalee emphasizes the need for certainty in the biotech industry and the importance of focusing on good science amidst the current uncertainties.📲 Follow BioSpace's Senior Editor Annalee Armstrong: https://www.linkedin.com/in/annalee-armstronghttps://www.biospace.com/annalee-armstrongIn this episode:🔹Alzheimer's is seeing exciting developments. 🔹 GLP-1 drugs currently overshadow other critical therapeutic areas. 🔹 The psychedelic drug market has potential but faces monetization challenges.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  13. 5

    Ep. 3: Stock Picking and Catalyst Research | Biotech Bulls & Breakthroughs Podcast

    In this episode, John Gagliano and Sheff discuss current trends in the biotech market, focusing on investment strategies, the importance of catalyst dates, and stock evaluation. Sheff shares insights on his watchlist for upcoming biotech plays, emphasizing the importance of due diligence in making informed investment decisions. The conversation highlights the potential of small-cap stocks and the dynamics of trading around specific actionable dates.In this episode:🔹Investors should consider the cash runway and partnerships of biotech companies. 🔹 Investors should consider the business fundamentals of biotech companies.🔹 July is a busy month for biotech companies to release data.Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  14. 4

    Unlocking Biotech: Insights from The Biotech Investor (Waseem Laroussi)

    In this episode, biotech content creator  The Biotech Investor (Wassim Laroussi) shares his unique journey into biotech investing, discussing his background, strategies for selecting biotech stocks, and insights on current market trends. He emphasizes the importance of understanding the business behind biotech companies, the risks involved, and the potential for significant returns. Waseem also highlights the future of biotech, including the impact of AI and upcoming breakthroughs.📲 Follow The Biotech Investor: https://www.youtube.com/@TheBiotechInvestor-mq9bIn this episode:🔹Wassim's background in pharmacy and finance shaped his investment approach.🔹 Investors should consider the business fundamentals of biotech companies.🔹 Understanding cash burn and balance sheets is crucial for biotech investing.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  15. 3

    Ep. 2: The Future of Oncology: Key Takeaways from ASCO | Biotech Bulls & Breakthroughs Podcast

    In this episode, John Gagliano and Sheff discuss the recent ASCO conference, its significance in the oncology space, and key takeaways from the event. They delve into the importance of biotech conferences for investors, analyze oncology companies and their drug development strategies, and explore investment strategies focusing on smaller biotech firms. The conversation also touches on the role of AI in drug development and highlights current watchlist stocks with upcoming catalysts.In this episode:🔹 ASCO Recap & Conferences🔹 AI in drug development🔹 M&A Biotech ActivitySheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  16. 2

    Special Ep.: FT US Pharma and Biotech Summit, Pharma Optimism in Uncertain Times | Biotech Bulls & Breakthroughs Podcast

    In this episode of Biotech Bulls and Breakthroughs, John Gagliano shares insights from the Financial Times US Pharma and Biotech Summit, discussing the optimism among pharma executives despite market volatility, the rise of innovation in China, trends in mergers and acquisitions, and the evolving role of AI in biotech. He also previews key highlights from the upcoming ASCO conference, emphasizing the importance of these events for investors and the biotech community.TakeawaysPharma executives are surprisingly optimistic despite market volatility.The US remains a leader in biotech innovation.China is emerging as a significant player in drug development.Mergers and acquisitions are currently stagnant but necessary for future growth.AI is still in the early stages of adoption in biotech.The FDA is becoming more open to AI technologies.Breast cancer research will be a major focus at ASCO.Drug pricing in the US needs to be addressed for better patient care.The Healthy China 2030 initiative is boosting drug development in China.ASCO will showcase advancements in biomarker discovery and therapeutics.🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

  17. 1

    Ep.1: Tariffs, GLP-1 Trends & Sheff's Catalyst To Watch

    In the inaugural episode of Biotech Bulls and Breakthroughs, John Gagliano and Sheff discuss the current state of the biotech market, focusing on trends, investor insights, and the impact of tariffs and FDA regulations. They explore the volatility in the market, the implications of recent tariffs on drug manufacturing, and the ongoing developments in the GLP-1 market. The conversation highlights the resilience of biotech companies and the potential for mergers and acquisitions as firms navigate these challenges. In this conversation, Sheff and John Gagliano discuss the dynamics of the pharmaceutical market, focusing on the rise of GLP-1 medications, key biotech catalysts, and upcoming PDUFA dates. They explore the challenges and opportunities within the medical device sector, innovative therapies, and the landscape of rare diseases. The discussion highlights emerging biotech stocks and their potential impact on the market, providing insights for investors looking to navigate this complex field. Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst📲 Follow Sheff: https://x.com/SheffStationDisclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

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ABOUT THIS SHOW

Welcome to Biotech Bulls & Breakthroughs! This brand new podcast from BioPharmCatalyst explores the dynamic world of biotech investing alongside long-time biotech trader Sheff from Sheff Station. Each month, we will be discussing current events in the biotech industry and how these events impact investors, as well as a discussion of upcoming catalysts in the biotech space.

HOSTED BY

BioPharmCatalyst

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Welcome to Biotech Bulls & Breakthroughs! This brand new podcast from BioPharmCatalyst explores the dynamic world of biotech investing alongside long-time biotech trader Sheff from Sheff Station. Each month, we will be discussing current events in the biotech industry and how these events impact...

How often does Biotech Bulls & Breakthroughs release new episodes?

Biotech Bulls & Breakthroughs has 17 episodes. Check the episode list to see recent publication dates and frequency.

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