PERSON DIRECTORY
Daphne Zohar
Host of Biotech Hangout. Daphne Zohar appears in 10 indexed conversations across Biotech Hangout. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Episode 150 - August 1, 2025
Daphne ZoharJosh SchimmerBrian SkorneyPaul MatteisSam FazeliBrad LoncarMatt Gline
Trump’s letters to 17 pharma CEOs make MFN a risk, though no statutory authority was cited and implementation remains discounted.Medicaid and direct-to-consumer pricing may be easier; tougher IRA negotiations remain possible around September 29.GSK–Hengrui’s Phase 1 options and China’s 30% share of global trial starts sharpen outsourcing concerns; AHEAD’s 85%–90% screen-failure rate remains unresolved.
Episode 139 - April 25, 2025
Daphne ZoharJosh SchimmerTim OplerJohn MaraganorePaul Matteis
After April 7, XBI rose about 15% and BBC 30%, but remained down 12% and 24% year to date, offering no proof generalists returned.Makary’s FDA agenda could expand rare-disease optionality through smaller decisive datasets and conditional approvals, but staffing disruption and scientific independence remain execution risks.Cobenfy’s failed adjunctive study cut Citi’s peak-sales view to $2.8 billion, while real-world combination use and Alzheimer’s psychosis preserve upside scenarios.
Episode 127 - January 17, 2025
Daphne ZoharJohn MaraganoreMike YeeSam FazeliJohn Crowley
Biotech entered JPM at “five out of 10,” with macro steering capital and Metsera’s obesity IPO testing a discriminating window.J&J’s $14.6 billion Intra-Cellular Therapies acquisition—following $1.22 billion raised and approximately 13× value creation—shows pharma’s appetite for derisked CNS assets, while China’s speed and cost make FDA trial reform a potential catalyst.