Biotech Bulls & Breakthroughs

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.

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.

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 [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.

Tackling Rare Genetic Diseases with Diagonal Therapeutics

In this episode, John Gagliano speaks with Eric Duhaime, Senior VP of Finance and Corporate Development at Diagonal Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on clustering agonist antibodies and rare genetic diseases. Eric shares his journey in biotech, the mission of Diagonal Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, their strategic use of health data to prove commercial viability, and their novel bispecific antibodies, highlighting the importance of tackling the root causes of diseases like Hereditary Hemorrhagic Telangiectasia (HHT). 📲 Follow Eric Duhaime in Diagonal Therapeutics: https://www.linkedin.com/company/diagonal-therapeutics https://diagonaltx.com/ In this episode: 🔹 Novel antibodies for rare diseases. 🔹 Restoring normal intracellular signaling pathways. 🔹 Navigating the current biotech market. 🧭 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.

Talking Biotech: Biotech Stocks to Watch, Hedge Funds & More

In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield explore the importance of cash burn in biotech, the role of hedge funds, and the many catalysts expected by the end of the quarter. In this episode: 🔹 The importance of Cash in biotech. 🔹 How hedge funds' 13-F filings influence biotech stocks. 🔹 Companies relocating production to the US. 🧭 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.