CEO Iain Foulkes describes the impact Cancer Research Horizons has already made (14 marketed medicines), which has allowed more than £600M in royalty income to be reinvested in research. He describes the structure of the organization, a new startup fund, and some notable investments.
He also goes over the company's programs in aesthetics, liver disease, and oncology.
The data has been accepted for an oral presentation on Monday, December 8 and will be followed by a company webcast with more info.
He describes getting through the last few years and how he thinks about 2026. Plus, comments on Xenon, Madrigal, and Alkermes.
He discusses the rationale behind the firm's asset-centric approach and highlights Vicebio as an example of how it works. Plus, his take on the current investment environment.
Sean Bohen explains what he believes is the significance of the Roche announcement, and why he believes Olema's could potentially be a best in class oral SERD. Plus, a preview of data that will deliver sometime next year.
He discusses Zealand's partnership with Roche, and new data that will be coming next year. Plus, the company's partnership with Boehringer on survodutide.
CEO Laurent Levy introduces us to the company's Curadigm Nanoprimer platform and explains its potential use cases. Plus, an update on the company's JNJ partnership, and a recent royalty deal.
He shares his take on the capacity for pharma to do more buying, and list his favorite areas of science, which include I&I, CNS/Neurology, and modalities such as bi-specifics and tri-specifics.
He mentions momelotinib, Blenrep, B7-H3, depemokimab, efimosfermin, IL-33, TSLP, and more. Plus, GSK's dealmaking strategy.
CEO Kenneth Galbraith explains the new dual business focus and walks us through the topline HER2 data.
He covers the company's oral IL-23 (partnered with JNJ), rusfertide (partnered with Takeda), and a new early stage obesity program.
He hit on earnings, the HER2, degraders, and what BeOne is looking for in potential partners.
Chairman and managing partner Antoine Papiernik tells us about the fund and how he expects to deploy it. Plus, the current state of European biotech.
He expects deals to continue in 2026, and says that the bidding wars we have seen recently are likely deal specific.
He describes how Legend is no longer capacity constrained for it's CAR-T treatment, Carvykti, and previews the upcoming ASH conference.
CEO Michael Henderson walks us through what will be a busy year for the company.
CEO Garry Neil describes the target and how he believes Avalo's therapy has especially high affinity. Approximately 1% of the population is believe to have HS.
He says that investors are placing fewer, but larger bets on companies lately, and he expects a 'healthy' IPO market in 2026.
CEO Mike Cloonan describes the unmet need for better treatments that exists today in CF, and discusses Sionna's development plans.