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The View from the Street: Industry Trends, Strategic Shifts & Navigating Uncertainty

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Manage episode 473930973 series 2286865
Content provided by OIS Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OIS Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this edition of the OIS Podcast, a powerhouse panel of investment, banking, and biotech leaders offers unfiltered insights on the current and future state of the ophthalmic industry. Featuring Andrew Gitkin (Leerink Partners), Cameron Taylor (Bank of America), Susan Orr, PhD (Claris Bio), and Anupam Dalal, MD (Acuta Capital), and Dr. Pravin Dugel, Chairman and CEO of Ocular Therapeutix, this session explores how macroeconomic and political shifts—such as RFK Jr.'s FDA rhetoric and rising interest rates—are influencing capital markets, regulatory confidence, and biotech strategy.
With humor, candor, and deep expertise, the panel discusses:
🔹The real impact of market volatility and regulatory speculation on investment in early-stage biotech.
🔹Why high-quality innovation still commands attention, even in uncertain times.
🔹How strategic interest in ophthalmology is evolving, and why later-stage assets may be getting more attention.
🔹Why board functionality may be the most underappreciated variable in getting a deal done.
🔹Trends in wet AMD, GA, and the wide-open opportunities in dry AMD and geographic atrophy.
If you’re a startup navigating today’s market, an investor looking for the next big breakthrough, or a strategist planning your pipeline, this is one episode you can’t afford to miss.
Don’t miss this compelling conversation. Subscribe to the OIS Podcast today and stay connected to the future of ophthalmology.

  continue reading

421 episodes

Artwork
iconShare
 
Manage episode 473930973 series 2286865
Content provided by OIS Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OIS Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this edition of the OIS Podcast, a powerhouse panel of investment, banking, and biotech leaders offers unfiltered insights on the current and future state of the ophthalmic industry. Featuring Andrew Gitkin (Leerink Partners), Cameron Taylor (Bank of America), Susan Orr, PhD (Claris Bio), and Anupam Dalal, MD (Acuta Capital), and Dr. Pravin Dugel, Chairman and CEO of Ocular Therapeutix, this session explores how macroeconomic and political shifts—such as RFK Jr.'s FDA rhetoric and rising interest rates—are influencing capital markets, regulatory confidence, and biotech strategy.
With humor, candor, and deep expertise, the panel discusses:
🔹The real impact of market volatility and regulatory speculation on investment in early-stage biotech.
🔹Why high-quality innovation still commands attention, even in uncertain times.
🔹How strategic interest in ophthalmology is evolving, and why later-stage assets may be getting more attention.
🔹Why board functionality may be the most underappreciated variable in getting a deal done.
🔹Trends in wet AMD, GA, and the wide-open opportunities in dry AMD and geographic atrophy.
If you’re a startup navigating today’s market, an investor looking for the next big breakthrough, or a strategist planning your pipeline, this is one episode you can’t afford to miss.
Don’t miss this compelling conversation. Subscribe to the OIS Podcast today and stay connected to the future of ophthalmology.

  continue reading

421 episodes

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