The RTW Podcast

RTW Investments, LP
  • 5.0 (8)
  • Investing
  • Updated Semimonthly

We’re witnessing a healthcare revolution, as medical and science innovations transform the lives of millions. Join as we speak to bright scientific minds, inspiring company founders and healthcare champions that are driving this exciting period of scientific discovery. Subscribe to catch each episode as it goes live. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

  1. Jul 20

    Psilocybin on the Verge: Treating Depression at Compass Pathways

    Treatment-resistant depression affects four million Americans, and until now, patients have had almost no options. Dr. Steve Levine of Compass Pathways joins RTW's Stephanie Sirota to discuss COMP360, a psilocybin-based therapy for treatment-resistant depression. From the science behind rapid and durable response, to the regulatory path, reimbursement infrastructure, and what's next for PTSD, this is a rare inside look at how the most promising new chapter in psychiatric medicine gets built. PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: Ying Yu Lin Production Support: Annabelle Chan Research Consultant: Connor Williams Executive Editorial Advisor: Stephanie Sirota Theme Music: Yehezkel Raz Additional Music: APM Music Featuring: Steve Levine, Chief Patient Officer of Compass Pathways, moderated by Stephanie Sirota, Partner and Chief Business Officer. Don't forget to listen to part 1 of Stephanie's discussion, Psilocybin: Counterculture to Cutting-Edge Psychiatry. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 - Introduction 1:37 – Steve Levine & Compass Pathways 5:27 - The Treatment Resistant Depression Journey 9:42 - Who are the TRD Patients? 11:06 - Holding Psychedelics to the Same Standard 18:25 - Why PTSD Is the Next Frontier 21:01 - Lifestyle's Role in Treatment Durability 22:41 - Outro DISCLAIMER This interview was given by Steve Levine, Chief Patient Officer of Compass Pathways, and moderated by Stephanie Sirota, Partner and Chief Business Officer at RTW Investments. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.

    Psilocybin on the Verge: Treating Depression at Compass Pathways

  2. Jun 22

    Psilocybin: Counterculture to Cutting-Edge Psychiatry

    Are psychedelics poised to transform mental health treatment? Connor Williams joins Stephanie Sirota for a deep dive into psilocybin, the science behind its effects on the brain, and its potential in treatment-resistant depression, PTSD, and other serious conditions. As clinical trials advance and FDA pathways take shape, psychedelics have moved from counterculture to clinic, raising critical questions for patients, clinicians, and investors alike. PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: Ying Yu Lin Production support: Annabelle Chan Executive Editorial Advisor: Stephanie Sirota Research Consultant: Connor Williams Theme music: Yehezkel Raz Additional music: APM Music Featuring: Senior Research Analyst, Connor Williams, and moderated by Stephanie Sirota, Partner and Chief Business Officer at RTW Investments Stay tuned for part 2 of Stephanie's discussion on Psychedelics with Dr. Steve Levine, Chief Patient Officer at Compass Pathways. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 - Introduction 1:12 - Explaining Psilocybin 4:21 – Recreational Use to Medical Use 6:03 - Compass Pathways’ Story 11:18 - Getting Psychedelics to Patients 16:04 - Myth or Fact: Psilocybin 21:15 - What’s next for Psilocybin? 20:02 - Outro DISCLAIMER This interview was given by Senior Research Analyst, Connor Williams, and moderated by Stephanie Sirota, Partner and Chief Business Officer at RTW Investments. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

    Psilocybin: Counterculture to Cutting-Edge Psychiatry

  3. May 28

    ASCO: The Biggest Event in Oncology

    For decades, some cancers were a near-certain death sentence. Now, a new generation of cancer drugs—many coming from biotech, not big pharma—is changing that. RTW’s Chris Liu discusses ASCO 2026, and breakthroughs in pancreatic cancer, lung cancer, and other hard-to-treat tumors. What's driving the progress, why is it happening now, and what does it mean for the future of cancer care? PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: Ying Yu Lin Production Support: Annabelle Chan Production Assistant: Nicole M. Rosales Executive Editorial Advisor: Stephanie A. Sirota Research Consultant: Chris Liu Research Consultant: Julia Harper Research Consultant: Lauren Lee Theme Music: Yehezkel Raz Additional Music: APM Music Featuring by Chris Liu, Senior Research Analyst, moderated by Stephanie Sirota, Partner, and Chief Business Officer at RTW Investments. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on YouTube, Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 - Introduction 1:04 – The Evolution of Cancer Treatments 3:19 - Unmet Needs in Oncology 10:03 - Treating Pancreatic Cancer 14:20 - The Importance of ASCO 16:48 - The Rise of Chinese Biotech 21:54 - Trends in Oncology 23:42 - Outro DISCLAIMER This interview was given by Chris Liu, Senior Research Analyst, and moderated by Partner, and Chief Business Officer Stephanie Sirota, at RTW Investments. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

    ASCO: The Biggest Event in Oncology

  4. Apr 27

    Women's Health: An Investing Whitespace

    Menopause, perimenopause, and hormone replacement therapy (HRT) are reshaping the conversation around women’s health and longevity. OB/GYN Dr. Stephanie Lam explains the science, symptoms, and why women’s healthcare may represent a major investing whitespace. PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: Ying Yu Lin Production support: Annabelle Chan Executive Editorial Advisor: Stephanie Sirota Theme music: Yehezkel Raz Additional music: APM Music Featuring: Dr. Stephanie Lam, OB/GYN, Carnegie Women’s Health, moderated by Stephanie Sirota, Partner, Chief Business Officer, RTW Investments, LP. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 – Introduction 00:55 - Dr. Lam’s Path to OB/GYN 2:01 - Defining Menopause and Perimenopause 5:05 - The Health Impact of HRT 8:08 - A Holistic View of Women’s Health 10:35 - GLPs and Women’s Healthcare 14:25 - Investment Whitespaces in Women’s Health 19:03 - Outro DISCLAIMER This interview was given by Dr. Stephanie Lam, OB/GYN at Carnegie Women’s Health in New York, and moderated by Stephanie Sirota, Partner, Chief Business Officer at RTW Investments, LP. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.

    Women's Health: An Investing Whitespace

  5. Mar 30

    Gene Editing: From CRISPR to Curative Medicine

    What if you could fix disease by rewriting DNA? From CRISPR to next-gen gene editing, Stephanie Sirota and Beam Therapeutics CEO John Evans break down base editing, prime editing, and the path to one-time cures. PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: Ying Yu Lin Production support: Annabelle Chan Executive Editorial Advisor: Stephanie Sirota Research Consultant: Piratip Pratumsuwan Theme music by: Yehezkel Raz Additional music: APM Music Featuring: John Evans, CEO and Board Member of Beam Therapeutics, moderated by Stephanie Sirota, Partner and Chief Business Officer at RTW Investments. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 – Introduction 1:15 – Gene Editing, Gene Therapy, Base and Prime Editing 4:18 – Challenges in Gene Editing 6:09 – In Vivo and Ex Vivo 9:33 – What is A1AT Deficiency? 13:44 – Safety in Gene Editing 15:52 – AI and Beam Therapeutics 21:25 – John Evans’ Journey into Biotech 23:06 – Outro DISCLAIMER This interview was given by John Evans, CEO and Board Member of Beam Therapeutics, and moderated by Stephanie Sirota, Partner and Chief Business Officer at RTW Investments. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

    Gene Editing: From CRISPR to Curative Medicine

  6. Jan 12

    Biotech’s Next Era: Innovation and Commercialization

    Rod Wong joins Stephanie Sirota to trace biotech's evolution. What forces built today’s innovation landscape, and what might the next decade reveal? PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: YingYu Lin Production Support: Annabelle Chan Theme music: Ganymede by Yehezkel Raz Additional music: APM Music Featuring: Rod Wong, Managing Partner and Chief Investment Officer at RTW Investments, moderated by Stephanie A. Sirota, Partner, Chief Business Officer at RTW Investments. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on YouTube, Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. Learn more about 'Innovation is the Best Medicine' here. CHAPTERS 00:00 – Introduction 1:22 – Gene therapy and biotech 4:51 – Rod Wong’s journey into biotech 9:55 – Rod Wong: Investor or Business Builder? 12:43 – Growing trends in biotechnology 15:36 – Generating Alpha in Biotech 21:54 – Looking forward for RTW 23:51 - Outro DISCLAIMER This interview was given by Rod Wong, Managing Partner and Chief Investment Officer at RTW Investments, and moderated by Stephanie A. Sirota, Partner, Chief Business Officer at RTW Investments. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.

    Biotech’s Next Era: Innovation and Commercialization

  7. 12/01/2025

    The Split Vote: UroGen and the FDA

    When an FDA panel held her company’s future in the balance, UroGen Pharma CEO Liz Barrett refused to fold, even with the odds stacked, a plunging stock, and one vote deciding it all. PODCAST TEAM Producer and Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: YingYu Lin Production Support: Annabelle Chan Story Consultants: Partner & Research Analyst Tony Nguyen, and Chief Corporate Finance Officer, Chris Seiter. Featuring: Liz Barrett, President & CEO of UroGen Pharma, moderated by Stephanie A. Sirota, Partner and Chief Business Officer at RTW Investments, LP. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 - Introduction 00:54 – Liz Barrett’s pharma journey 03:26 - UroGen: the product and the pipeline 08:31 - The FDA vote on UroGen 15:07 - UroGen and RTW’s relationship 18:42 - Liz Barrett’s leadership style 22:40 - Outro DISCLAIMER This interview was given by Liz Barrett, President & CEO of UroGen Pharma, and moderated by Stephanie A. Sirota, Partner and Chief Business Officer at RTW Investments, LP. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.

    The Split Vote: UroGen and the FDA

  8. 10/06/2025

    14 Months to Treatment: Breaking Records in Rare Disease Therapy

    From a Thanksgiving night emergency to one of the fastest gene therapies ever deployed, this is the story of a family’s relentless pursuit to help their daughter, and how RTW Foundation made it possible. This episode was recorded on June 11, 2025, and the clinical trial details discussed may have changed; please see ellysteam.org for the most current information on Elly’s case. PODCAST TEAM Producer & Director: Devon Leaver Production Coordinator: YingYu Lin Editor: Dominique Guerra Research Consultants: Joe Katakowski, PhD, and Nicole Litt Story Consultant: Samantha Darris Theme music: Ganymede by Yehezkel Raz Additional music: APM Music Featuring: Michelle Krueger, Managing Director at Alvarez & Marsal Transaction Advisory Group, and the co-founder of Elly’s Team, moderated by Stephanie A. Sirota, Partner, Chief Business Officer at RTW Investments, LP. FOLLOW US Now you can follow along in the format you prefer. Watch the video feed of this podcast on YouTube or read the transcript at rtwfunds.com/podcasts. To make sure you never miss an episode, you can subscribe wherever you get your podcasts. Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. CHAPTERS 00:00 - Introduction 01:16 – Elly’s Diagnosis 04:37 - Finding a treatment with RTW Foundation 09:42 - Elly’s journey: from research to treatment 14:50 - Becoming the first child to receive an IRF2BPL gene replacement therapy 17:17 - Expanding the clinical trial for NEDAMSS 19:12 - How to improve drug research and development 21:18 - Outro and disclaimer DISCLAIMER This interview was given by Michelle Krueger, Managing Director at Alvarez & Marsal Transaction Advisory Group, and the co-founder of Elly’s Team, and moderated by Stephanie A. Sirota, Partner and Chief Business Officer at RTW Investments, LP. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.

    14 Months to Treatment: Breaking Records in Rare Disease Therapy
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Ratings & Reviews

5
out of 5
8 Ratings

About

We’re witnessing a healthcare revolution, as medical and science innovations transform the lives of millions. Join as we speak to bright scientific minds, inspiring company founders and healthcare champions that are driving this exciting period of scientific discovery. Subscribe to catch each episode as it goes live. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

Information

  • Creator
    RTW Investments, LP
  • Years Active
    2024 - 2026
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © RTW Investments, LP 2023
  • Show Website
    The RTW Podcast