Brian Skorney

Josh Schimmer × Brian Skorney × Eric Schmidt × Brad Loncar

Scribe’s IPO raised roughly $120M for a TGA-cleared PCSK9 gene-silencing therapy, reopening the very-early-stage biotech window.Six biotech reverse mergers paired with $200M-plus PIPEs, including Xometry’s nearly $200M transaction into InMed, show a faster, increasingly IPO-like financing route.Next week’s RP1 and deramiocel AdComs could clarify whether FDA flexibility is emerging or negative findings signal a more stringent posture.

Sam Fazeli × Eric Schmidt × Brian Skorney × Matthew Gline

Twice-yearly lenacapavir could drive Gilead’s PrEP revenue toward about $4 billion by 2030; CDC spending near $1.3 billion makes policy a valuation variable.Immunovant’s 680 mg batoclimab cut MG-ADL 5.6 versus 3.6 for placebo, keeping IMVT-1402 differentiation under debate.DMD exon skippers reached 10–25% dystrophin and near-normal CK, but functional benefit and AAV risk remain unresolved.

Chris Garabedian × Tim Opler × Sam Fazeli × Brian Skorney × Luba Greenwood

Novo Nordisk’s Amycretin delivered 22% weight loss at 36 weeks among patients reaching 20 mg and remaining on treatment, but undisclosed discontinuations and limited tolerability data make the as-treated result provisional, making those disclosures the key valuation catalyst.Meanwhile, a roughly 5% technical XBI rebound contrasted with Stifel’s “historic high” M&A pipeline and 17 deals above $75 million upfront in 2024, while health-agency freezes threaten timelines.