In this episode, John Gagliano and Chef Sheffield review the biotech landscape of 2025, discussing key trends, FDA clarity, and the impact of CRLs on investor confidence. They highlight significant companies and catalysts to watch as they transition into 2026, emphasizing the importance of institutional investments and upcoming events that could shape the market. In this episode:🔹 2025 saw increased clarity from the FDA🔹 The upcoming JP Morgan conference will set the stage for 2026🔹 CRLs are not the end🧭 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/SheffStationDisclaimer: 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.
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Understanding Catalysts in Biotech Trading
In this episode, John Gagliano and Sheff Sheffield discuss the current state of the biotech market as they approach the end of the year. They reflect on recent trading successes and challenges, emphasizing the importance of understanding catalysts and market reactions. The conversation also highlights the significance of insider trading and institutional movements in stock performance. Finally, they explore upcoming catalysts and provide insights into their stock watchlist for the remainder of the year. In this conversation, CS (Sheff) Sheffield discusses various emerging biotech companies and their upcoming clinical trials, data releases, and market implications. He highlights the significance of low float stocks, the potential for substantial market movements based on positive data, and the importance of regulatory pathways in the biotech industry. The discussion also covers specific companies, their innovative therapies, and the competitive landscape in the pharmaceutical market, particularly focusing on PDUFA dates and biosimilars.In this episode:🔹 Institutional buying can greatly influence stock prices. 🔹 Low float stocks can lead to significant price movements. 🔹 Patience is crucial when waiting for 510k approvals. Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 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/SheffStationDisclaimer: 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.
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Innovations in Biotech: A Deep Dive with MoMA Therapeutics
In this episode, John Gagliano speaks with Neil Lineberry, VP of Corporate Development at MoMA Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on dynamic proteins and precision medicine. Neil shares his journey in biotech, the mission of MoMA Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, collaborations, and the Nomatic platform, highlighting the importance of tailoring the rapies to individual patient needs.📲 Follow Neil Lineberry: https://www.linkedin.com/in/neil-lineberry-wahoohttps://momatx.com/team/In this episode:🔹 Precision medicine tailors therapy to the patient's unique characteristics.🔹 MoMA's lead program targets DNA polymerase theta for cancer treatment🔹 Upcoming data readouts are critical for MoMA's future growth.🧭 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/SheffStationDisclaimer: 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.
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Ep. 5: Biotech Trends and Insights: Rare Diseases, Patent Expirations, ESMO25 and Sheff's Watchlist | Biotech Bulls & Breakthroughs Podcast
In this episode of Biotech Bulls and Breakthroughs, John Gagliano and Christopher Sheffield discuss the current state of the biotech market, focusing on trends, upcoming catalysts, and the implications of patent expirations. They delve into the evolving landscape of rare diseases, the impact of Keytruda's patent expiration on Merck and the market, and highlight key upcoming events such as ESMO. The conversation also explores options trading in biotech and concludes with insights into future market outlooks.In this episode:🔹 Rare diseases are becoming a focal point for biotech companies.🔹 Priority review vouchers can be a game-changer for small biotech companies.🔹 Biotech options complexity vs stock trading for simplicity.Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 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/SheffStationDisclaimer: 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.
In this episode, John Gagliano and Sheff discuss the latest trends in the biotech market, focusing on key companies, earnings season insights, and upcoming catalysts. They highlight the importance of FDA communications and breakthrough designations, as well as the impact of recent data releases on stock performance. The conversation also touches on charity work and includes a brief interview with Billy Henry, the Founder of an organization that helps the visually impaired.In this episode:🔹Viking Therapeutics has faced challenges with recent data releases.🔹 How Breakthrough designations can enhance a company's market position.🔹 The FDA's communication with companies has improved, leading to faster decisions.Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station🧭 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/SheffStationDisclaimer: 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.
Welcome to Biotech Bulls & Breakthroughs! This brand new podcast from BioPharmCatalyst explores the dynamic world of biotech investing alongside long-time biotech trader Sheff from Sheff Station. Each month, we will be discussing current events in the biotech industry and how these events impact investors, as well as a discussion of upcoming catalysts in the biotech space.