Biotech Bulls & Breakthroughs

BioPharmCatalyst
  • 4.5 (2)
  • Investing

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. Sep 11

    Biotech Stocks to Watch: The September – December Catalysts Sheff Is Watching

    In this episode, John Gagliano and Sheff Sheffield discuss the biggest biotech catalysts heading into the final months of 2026. They examine continued big-pharma acquisition activity, Novo Nordisk’s pediatric obesity data, GLP-1 expansion, and the importance of pinpointing dates for clinical readouts, regulatory decisions, and conference presentations. You'll discover: 🔹 Why big pharma M&A could continue supporting small- and mid-cap biotech stocks 🔹  How GLP-1 developments and pediatric obesity data may expand the weight-loss market 🔹 How to evaluate catalyst timing, cash runway, institutional ownership, and clinical-trial 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 at 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/SheffStation Disclaimer: 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. Aug 26

    Lithium, brain imaging, & the future of Alzheimer’s treatment with Alzamend CEO Stephan Jackman ALZN

    In this episode features John Gagliano in conversation with Stephan Jackman, CEO and director of Alzamend, about the company’s mission, “Making Alzheimer’s just a memory,” and its pipeline in Alzheimer’s and related neuropsychiatric disorders. They cover how Alzamend is trying to improve on current treatments by focusing on safer, more targeted approaches, including a next-generation lithium and an autologous immunotherapeutic vaccine. Alzamend Neuro Inc. https://www.biopharmcatalyst.com/company/ALZN#/ 📲 Follow Stephan Jackman and Alzamend Neuro:  - https://www.linkedin.com/in/stephan-jackman-4578328a - https://www.linkedin.com/company/alzamend-neuro?trk=public_profile_topcard-current-company - https://alzamend.com/ In this episode: 🔹 The real wedge in Alzheimer’s is not efficacy alone - it is safety plus usability 🔹 Personalization matters most when one-size-fits-all breaks down 🔹 A platform is more valuable than a single indication 🧭 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/SheffStation Disclaimer: 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. Jul 29

    Biotech Stocks Catalyst to Watch Fall 2026: The Surprising Impact of FDA Adcom Meetings

    In this episode, John Gagliano and  Sheff Sheffield unlock hidden strategies behind biotech success, from FDA decision dynamics to the most promising upcoming catalysts; they reveal how savvy investors spot opportunities before the crowd catches on. If you're tired of missing the moves that matter and want expert insights into the biotech landscape, this episode is your essential guide. You'll discover: 🔹 How to interpret FDA interactions 🔹 The impact of early-stage data releases and clinical trial results 🔹 The relevance of FDA Advisory Committees 🧭 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/SheffStation Disclaimer: 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. Jun 24

    Middle to 3Q 2026 Biotech Catalyst: FDA Policy Shifts and Their Impact on Biotech Stocks

    In this episode, John Gagliano and Sheff Sheffield discuss recent developments in biotech, including FDA policy shifts, key catalysts for upcoming biotech stocks, and market trends amidst frothy conditions. Essential insights for investors looking to navigate the biotech landscape in 2026. 🔹 FDA policy shift towards flexible trial requirements 🔹 Impact of one pivotal trial on biotech investment strategies 🔹 Upcoming biotech catalysts and FDA approval dates 🧭 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/SheffStation Disclaimer: 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. May 28

    The Hidden Power of One Pivotal Trial That Changed FDA’s Game | Biotech Bulls & Breakthroughs

    In this episode, John Gagliano and Sheff Sheffield unpack the game-changing FDA decision that could add millions to Outlook Therapeutics’ valuation overnight. You'll discover how a small biotech overcame years of setbacks, clinched a pivotal FDA appeal, and now eyes a June resubmission with clear skies ahead. Don't miss the detailed analysis, upcoming catalysts, and behind-the-scenes strategies for navigating the biotech wild west. 🔹 The real impact of the “One Pivotal Study” rule. 🔹 How Outlook’s victory paves the way for other firms. 🔹 FDA de novo approvals and the explosive potential of AI-driven medical devices. Outlook Press Release:  https://www.biopharmcatalyst.com/company/OTLK/news/325043 🧭 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/SheffStation Disclaimer: 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. Apr 23

    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/SheffStation Disclaimer: 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. Apr 13

    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/michaelheltzen https://www.linkedin.com/company/exozymes https://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/SheffStation Disclaimer: 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. Mar 25

    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/NEJMsb2517623 In 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/SheffStation Disclaimer: 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

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.

Information

  • Creator
    BioPharmCatalyst
  • Years Active
    2025 - 2026
  • Episodes
    22
  • Rating
    Explicit
  • Copyright
    © 2026 Biotech Bulls & Breakthroughs
  • Show Website
    Biotech Bulls & Breakthroughs

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