BiotechTV - News

He talks about Perceptive's investment philosophy, his take on the year ahead, areas he thinks are over and under hyped, and thoughts on China. Plus, the rationale for a few of his top holdings.

He discussed the REMS, launch plans, market opportunity, payors, and the metrics that the company will offer publicly over time. Plus, previewing a key new data readout that will be coming in the second quarter of this year.

He describes one patient data from an investigator led study in Europe, and explains how Sana's program is slighly different. The company aims to file an IND this year. Plus, discussing the company's unique delivery mechanism for in vivo CAR-T.

He discusses the TYK2 landscape and describes why Alumis believes TYK2 can be a broad class in immunology.

She walks us through LB-102, a methylated derivative of amisulpride, a therapy that has a history of success in Europe. Plus, her thoughts on the obesity market (she was CEO of Carmot Therapeutics at the time of its acquisition by Roche) and being a member of the Biotech CEO Sisterhood.