BioBiz Buzz

25. Europe Doesn’t Need Boston Anymore: Inside Gilead’s $5B Tubulis Bet

For years, the narrative was simple: if you wanted a multibillion-dollar biotech outcome, you built in Boston or the Bay Area. Gilead’s up to $5 billion acquisition of Munich-based Tubulis just blew that up.  In this episode, Mike Ward and Andera Partners’ Sofia Ioannidou go inside one of Europe’s most important biotech exits to unpack what really drove the deal, and why it wasn’t just about a single ADC asset, but a platform Gilead believes can keep delivering. They dig into the mechanics behind getting “transaction-ready,” the discipline required to turn early clinical data into strategic leverage, and why most companies won’t, and shouldn’t, command Tubulis-level valuations.  Plus: what this means for Munich as an emerging ADC hub, how investors are recalibrating expectations in a tougher funding market, and the uncomfortable truth for founders chasing billion-dollar exits.  If you still think geography determines outcome in biotech, this conversation will challenge that assumption. ● Feedback [https://biobizbuzz.com/contact/] ● Subscribe [https://biobizbuzz.com/subscribe/] (Get notified when new episodes are available. NO marketing!) ● Disclaimer [https://biobizbuzz.com/disclaimer/]  ● LinkedIn [https://www.linkedin.com/company/biobizbuzz/]

24. AL-S Pharma prepping a phase 3 trial of AP-101 in ALS

Progress in developing safe and effective therapies for amyotrophic lateral sclerosis (ALS) has been painfully slow. It is caused by the death of motor neurons in the central nervous system and the spinal cord, which leads to a loss of control over voluntary muscle movement, near-total paralysis and death within two to five years of diagnosis. Most patients have what is called sporadic ALS, which has no obvious cause, but about 10% of cases arise from a genetic mutation – upwards of 40 genes have been implicated, which points to the extraordinary complexity of this condition. The heterogeneity of ALS, its biological complexity and the lack of a disease-specific biomarker have all hampered progress in tackling this disease. It still takes about a year to reach a diagnosis.  Just three drugs have been approved so far. The industry pipeline is highly diverse, reflecting the diversity and complexity of the condition. The Swiss firm AL-S Pharma is one of the few firms that has reported promising clinical data. Late last year, it reported that its human antibody AP-101, which binds and clears toxic, misfolded forms of the enzyme superoxide dismutase 1 (SOD1), improved survival and delayed the need for ventilatory support in patients with familial ALS and in patients with SOD1-mutated ALS. It has now reported additional evidence linking these efficacy signals with effects on two general biomarkers of neuronal damage, serum neurofilament light chain and phosphorylated cerebrospinal neurofilament heavy chain. Angela Genge, chief medical officer at AL-S Pharma, who is also director of the ALS Center of Excellence and Patient Care at the Montreal Neurological Institute-Hospital, discussed these findings with host Cormac Sheridan and outlined the company’s plans for an upcoming phase 3 trial of AP-101. The study will employ an innovative patient stratification strategy, which could help it to identify a subset of patients who may be most likely to respond to the investigational drug. ● Feedback [https://biobizbuzz.com/contact/] ● Subscribe [https://biobizbuzz.com/subscribe/] (Get notified when new episodes are available. NO marketing!) ● Disclaimer [https://biobizbuzz.com/disclaimer/]  ● LinkedIn [https://www.linkedin.com/company/biobizbuzz/]

23. Thalia’s Big Bet on Gene Silencing: Once‑Yearly RNA to Tackle Hidden Cardiac Risk

What if an annual self-injection could silence your hidden cardiac risk instead of just lowering your LDL? In this episode of BioBiz Buzz, Mike Ward sits down with David Solomon, CEO of Thalia Therapeutics, to unpack how a once-yearly RNA gene-silencing therapy targeting both lipoprotein(a) and PCSK9 could finally tackle the stubborn burden of coronary artery disease, stroke and cardiac arrest that persists despite widespread statin use.  You’ll hear how Thalia is exploiting patent white space around dual-target constructs, why evolution turned Lp(a) from a survival mechanism into a modern liability, and how growing regulatory comfort with siRNA could allow a fast jump from non-human primate data into pivotal trials.  Solomon also lays out his playbook for turning a rebranded AIM-listed micro-cap into Europe’s RNA therapeutics champion, from pipeline building and delivery innovation to early big pharma partnerships and a potential future tilt at NASDAQ. ● Feedback [https://biobizbuzz.com/contact/] ● Subscribe [https://biobizbuzz.com/subscribe/] (Get notified when new episodes are available. NO marketing!) ● Disclaimer [https://biobizbuzz.com/disclaimer/]  ● LinkedIn [https://www.linkedin.com/company/biobizbuzz/]

22. Unlocking the Undruggable: Quantro Therapeutics’ Mission to Transform Cancer Treatment

For more than three decades, transcription factors have been the great white whale of oncology drug discovery; tantalising, genetically validated, mechanistically central, and yet stubbornly out of reach. They sit at the heart of cancer biology, driving the gene expression programmes that allow tumors to grow, adapt and resist treatment. And still, despite representing nearly 10% of the human proteome, they’ve remained largely untouched by modern medicine. But that landscape is shifting. A new wave of biotech innovators is challenging long‑held assumptions about what is and isn’t druggable. Among them is Quantro Therapeutics, a Vienna-based company backed by Boehringer Ingelheim and Evotec, and armed with a platform that promises to rewrite the rules of transcription factor drug discovery. Its technology, QUANTROseq, doesn’t just measure gene expression, it captures transcriptional activity in real time, revealing whether a compound is truly hitting its target or simply creating noise. In this episode, your host Jo Shorthouse sits down with Quantro CEO Dr Michael Bauer to unpack why transcription factors have been so elusive, why the industry can no longer afford to ignore them, and how Quantro’s approach could reshape oncology pipelines at a moment when pharma is grappling with declining R&D productivity, rising development costs, and the most significant patent cliff in its history. From the complexities of MYC to the strategic importance of big‑pharma partnerships, we explore what it really takes to drug the undruggable and why this frontier may hold the key to the next era of cancer innovation. ● Feedback [https://biobizbuzz.com/contact/] ● Subscribe [https://biobizbuzz.com/subscribe/] (Get notified when new episodes are available. NO marketing!) ● Disclaimer [https://biobizbuzz.com/disclaimer/]  ● LinkedIn [https://www.linkedin.com/company/biobizbuzz/]

21. Targeting What Others Miss: How HaemaLogiX Is Tackling Multiple Myeloma's Toughest Challenges

Multiple myeloma remains the second-largest blood cancer globally with no cure, and despite recent breakthroughs in CAR-T and antibody therapies, patients continue to relapse, often losing the very antigens that therapies target. In this episode of BioBiz Buzz, host Mike Ward speaks with Dr. Chris Baldwin, CEO and Managing Director of HaemaLogiX, an Australian clinical-stage biotech pioneering a differentiated approach to treating this devastating disease. HaemaLogiX has identified two novel antigens, kappa myeloma antigen (KMA) and lambda myeloma antigen (LMA), that are uniquely expressed on malignant plasma cells but absent from healthy immune cells, offering exquisite tumor specificity. The company's lead asset, KappaMab, has already demonstrated an 83% response rate and a 46% reduction in death risk in Phase IIb trials, while its KMA.CAR-T therapy is progressing through Phase 1 trials in partnership with the renowned Peter MacCallum Cancer Centre. Dr. Baldwin discusses the significant unmet medical need in multiple myeloma,  where median survival post-diagnosis is just five to seven years and treatment-related toxicities often devastate patients' immune systems. He explains how HaemaLogiX's approach addresses critical limitations of current BCMA-targeted therapies, including antigen loss at relapse, off-target toxicity, and immune suppression. With approximately 70% of myeloma patients expressing KMA and the remaining 30% expressing LMA, HaemaLogiX's platform could potentially treat nearly all multiple myeloma patients. Looking ahead to the company's planned ASX IPO in 2026, Dr. Baldwin outlines the strategic priorities: advancing the higher-dose Phase IIb trial of KappaMab in combination with standard-of-care therapies, enrolling and treating patients in the Peter Mac CAR-T trial, developing LambdaMab for lambda-type myeloma and AL amyloidosis, and expanding into next-generation bispecific antibodies. He also addresses the operational challenges of scaling CAR-T manufacturing, navigating competitive dynamics in the crowded immunotherapy landscape, and securing the capital needed to bring these life-saving therapies to market in a sector valued at over $23 billion annually and growing at 6-8% per year. This conversation provides essential insights for investors, clinicians, and industry stakeholders seeking to understand how differentiated science, strategic partnerships, and disciplined clinical development can position an emerging biotech to address one of oncology's most intractable diseases.  ● Feedback [https://biobizbuzz.com/contact/] ● Subscribe [https://biobizbuzz.com/subscribe/] (Get notified when new episodes are available. NO marketing!) ● Disclaimer [https://biobizbuzz.com/disclaimer/]  ● LinkedIn [https://www.linkedin.com/company/biobizbuzz/]