39 episodes

Perspectives from the cutting edge of biotech and pharma.

The fast-changing world of biopharma places a premium on trusted market insights from industry experts who can turn change into a competitive advantage. Stay ahead of the curve with our latest podcast series.

Lead today. Define tomorrow.

Pathfinders in Biopharma RBC Capital Markets

    • Business

Perspectives from the cutting edge of biotech and pharma.

The fast-changing world of biopharma places a premium on trusted market insights from industry experts who can turn change into a competitive advantage. Stay ahead of the curve with our latest podcast series.

Lead today. Define tomorrow.

    Pharma Understands Phase One Data – But Does the Market?

    Pharma Understands Phase One Data – But Does the Market?

    Public biotech Pyxis Oncology is taking forward its innovative work on ADCs. President and CEO, Lara Sullivan, explains the company’s journey to find the right investors, and why she believes the markets still have some learning to do when analyzing data from early-stage studies.

    • 25 min
    Davern Capital sees GLP-1 Opportunities Beyond Obesity

    Davern Capital sees GLP-1 Opportunities Beyond Obesity

    Davern Capital’s founder, Elie Kobrin, approaches the biopharma market from a long/short perspective – but as a former doctor, he also speaks the language of medicine. He explains the fund’s approach and offers insights on hot topics in the current market.

    • 9 min
    Betting on Healthcare’s Future Hits – and Misses

    Betting on Healthcare’s Future Hits – and Misses

    As a healthcare-focused, market-neutral investor, Vince Aita stays close to new product developments with a view to identifying future successes and failures. At RBC’s Global Healthcare Conference, he offered his insights on everything from the future of obesity innovation to the impact of the IRA.

    • 14 min
    Innovation and an Aging Population Drive MedTech

    Innovation and an Aging Population Drive MedTech

    The MedTech sector continues to grow in the U.S. as innovation in patient treatments and delivery meets increased demand from an aging population. Medical technology analyst Shagun Singh assesses key data points from the RBC Capital Markets’ Doctor Days events, looking at how the healthcare sector can empower investors to position themselves for future growth.

    • 16 min
    Biopharma Investors See Opportunities in Targeted Treatments and Gene Editing

    Biopharma Investors See Opportunities in Targeted Treatments and Gene Editing

    Personalized, targeted drugs and gene therapies are still at the forefront of medical innovation, as we discovered at RBC Capital Markets annual Doctor Days meetings. These insightful forums bring together key opinion leader clinicians and researchers from various therapeutic fields with institutional investors to discuss where opportunities lie, the next big breakthroughs, and the most novel drug therapies. Brian Abrahams, Gregory Renza, and Luca Issi join the podcast to discuss findings from the meetings.

    • 20 min
    Biotech with a Mission to Target Unmet Cancer Needs

    Biotech with a Mission to Target Unmet Cancer Needs

    IDEAYA’s drug development programs center around addressing unmet patient needs. Its founder tells Pathfinders in Biopharma why he believes there has never been more opportunity for breakthroughs in the fight against cancer.

    • 13 min

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