Manage episode 519871534 series 2739469
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Allan Shaw, Chief Financial Officer and Chief Business Officer at Create Medicines, is back on the Business of Biotech this week, with a temperature check on biotech funding and the IPO market. We discuss the implications of recent blockbuster acquisitions, strategies for managing the current funding environment for biotech, what to look for in the IPO market in the coming months, alternative financing opportunities, and what besides lower interest rates might bring generalist investors back into the sector.
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Chapters
1. Setting The Stakes For Biotech (00:00:00)
2. Big-Deal MA And Ecosystem Effects (00:01:29)
3. IPO Backlog And What Unlocks It (00:03:50)
4. Crossovers, Mutual Funds, And Allocation (00:06:20)
5. Avoiding Broken Issues And Rate Dynamics (00:09:10)
6. Buyout Versus IPO: Value And Returns (00:12:00)
7. Post-IPO Value: Liquidity And Currency (00:15:20)
8. Managing Expectations And Milestones (00:18:10)
9. Timing Catalysts Around An IPO (00:21:10)
10. Generalists Returning And What It Takes (00:24:00)
11. Hot Modalities: ADCs And Radiopharma (00:27:00)
12. Staying Relevant With Catalyst Cadence (00:29:10)
13. Collaborate Strategically, Not As A CRO (00:31:30)
14. Collaboration Tradeoffs And Opportunity Cost (00:34:00)
15. Building A Partnership Pipeline (00:37:00)
16. Alternative Financing And Spending Discipline (00:40:00)
17. Prioritising Programs For Impact (00:43:10)
18. Key Risks: FDA, Capital, And China (00:46:00)
19. Global Speed Advantage And Offshore Trials (00:49:30)
20. Closing Thoughts And Where To Subscribe (00:53:10)
281 episodes