PERSON DIRECTORY
Mike Yee
Mike Yee appears in 5 indexed conversations across Biotech Hangout. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Episode 143 - May 30, 2025
Chris GarabedianJosh SchimmerNina KjellsonMike YeeTim Opler
Summit’s PD-1×VEGF bispecific missed overall survival at p=0.0575, sending shares down 25% despite a PFS hit and 20% lower mortality risk in Western patients.Tim Opler sees VEGF×PD-1 becoming oncology’s backbone, while Pfizer’s 3SBio license and Seagen acquisition give it control for ADC combinations.Macro uncertainty favors discounted commercial-stage M&A, and Gilead’s June 19 lenacapavir PDUFA will test FDA functionality.
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.