PERSON DIRECTORY
Bruce Booth
Bruce Booth appears in 3 indexed conversations across Biotech Hangout. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Episode 136 - March 28, 2025
Chris GarabedianTim OplerBruce BoothSam Fazeli
Biotech’s 2025 selloff appears driven more by forced selling and weak marginal demand than deteriorating science, with XBI at $84.45, down 4% for the week.Venture capital remains near $5 billion quarterly while new financings have fallen to barely above 50 and average rounds reached $65 million, concentrating capital in fewer, more disciplined companies.Reported HHS reductions create FDA execution risk as China expands, while Tagrisso’s EGFR-lung-cancer defense keeps physician adoption—not headline efficacy—the key catalyst.