Episodes
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Universal wisdom had it that a Republican sweep in the U.S. election would favor biotech. Appointments to the new administration’s healthcare leadership make that far less certain. What effect will this and other factors have on the industry in 2025, and where are the breakthroughs likely to be found? Brian Abrahams, Head of Global Healthcare Research at RBC Capital Markets, looks ahead with in this episode of Pathfinders in Biotech.
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Innovation is surging in the U.S biotechnology sector, so why are investors still fearful about committing? Noël Brown, Head of U.S. Biotechnology Investment Banking at RBC Capital Markets, is joined by fund founders Craig Gordon, MD, CEO and CIO at GordonMD® Global Investments LP and Srini Akkaraju, MD, PhD, Managing Partner at Samsara BioCapital, to analyze the prospects for a full return of capital to the sector.
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Former biotech investor, Brad Loncar has pivoted his career from investing to reporting on the industry. Instead of serving the biotech bubble, he hopes to reach a wide audience with interest in science. Loncar explains why he switched careers and sets out his ambitions for his channel, Biotech TV.
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The hardest parts of drug discovery will be vastly simplified if the mysteries of molecules and proteins can be cracked. That may be beyond human capabilities – but AI is working hard on it. In this episode of RBC’s Pathfinders in Biopharma, Noël Brown is joined by Clarissa Desjardins, CEO of Congruence, and Laksh Aithani, CEO and Co-founder of Charm Therapeutics, to discuss how far the tech can take us.
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A very special breed of animals is helping biotech and pharma companies in the quest for new human therapeutics. CFO Kurt Gustafson joins Pathfinders in Biopharma to explain the technologies behind OmniAb’s business model.
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Ronald Martell is a serial entrepreneur and biopharma veteran whose record includes the launch of Herceptin. He continues his mission to bring new drugs to patients with unmet medical needs. The CEO of Jasper Therapeutics explains his ambitions for his company’s new antibody therapy and for the future of the industry.
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In biotech, a recovery is already well underway. Expected interest rate cuts and improving valuations across public and private markets are creating a compelling environment for deals, entrances, exits, and trades to take shape.
In this episode, biotech venture capital experts assess the sector’s sharper focus on funding fundamental science, evolving deal structures, including the return of reverse mergers and dual-track processes, and the key therapeutic modalities that are driving momentum in the market.
Hear from Andrew Aherrera, Partner at Panacea Venture; Jeni Lee, Partner at Pivotal Life Sciences; Regina Salvat, Principal at Sofinnova; and Noël Brown, Head of US Biotechnology Investment Banking at RBC Capital Markets, as they share their fresh perspectives on the dynamic forces propelling the biotech industry forward.
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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.
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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.
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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.
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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.
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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.
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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.
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Q1 2024 saw a handful of IPOs in the biotech sector, and mounting excitement over novel treatments. But there are less obvious trends in play, including a shift in focus by potential buyers in pharma. RBC’s biotech investment banking team analyzes deal activity in the year to date and what it signals for the sector’s future.
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The first quarter of 2024 has seen biotech’s funding drought broken, largely through private investment in public equity (PIPE) deals. In this episode of Pathfinders in Biopharma, three members of RBC’s biotech investment banking team look at the impact of PIPEs’ success on the sector and consider how long it can last – and why it has not been universally welcomed.
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U.S. healthcare desperately needs to cut costs and improve outcomes. There is no single solution, but three disruptive forces in the digital health space are speeding change – and adding up to a healthy outlook for HCIT. Sean Dodge, Healthcare Technology Analyst, joins the podcast to unpack some of his predictions on the most impactful forces affecting healthcare.
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Drug pricing is already an issue in the U.S. election campaign. Brian Abrahams, MD and Head of Biotech Research at RBC Capital Markets joins the Pathfinders in Biopharma podcast to consider how this, together with other policy developments in the U.S. and worldwide, might affect a resurgent biotech sector.
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After a year of stark contrasts in the public and private equity markets for healthcare, 2024 is shaping up to be another mixed outlook. While biotech continues to bolster the market, albeit more in follow-on offerings than IPOs, and HCIT and healthcare services have tailwinds, the medtech and value-based care subsectors have challenges as well as opportunities. Join our Co-Heads of Healthcare Equity Markets for their insights into the year ahead.
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As the U.S. economy shows positive signs for growth, inflation, and interest rates in 2024, RBC Capital Markets’ RBC Capital Markets’ Michael Reid, Blake Gwinn, Vito Sperduto and Larry Grafstein analyze the challenges posed by consumer spending, political gridlock, and quantitative tightening. This episode was originally published on RBC's Strategic Alternatives podcast.
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In an era characterized by macro headwinds and profound market volatility, the biotech industry continues to raise capital to fuel drug development, clinical trials, and innovation. Capital raising in challenging markets comes with additional risks, leading venture capital firms and crossover investors to identify creative, unconventional deal structures and strategies that are redefining the biotech investment landscape.
Join Chen Yu, Founder & Managing Partner at TCGX, Matthew Young, Managing Director at Longitude Capital, Arsani William, CIO & Managing Partner at Logos Capital, and RBC’s Noël Brown, Head of US Biotechnology Investment Banking, for a roundtable discussion exploring how investors across the biotech ecosystem are navigating market complexity to put dollars to work creatively to manage risks, maximize rewards, and stimulate growth.
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