SHOW DIRECTORY
Biotech Hangout
A weekly live X Space where biotech investors and industry experts discuss clinical data, deals, financing, FDA actions, and public markets.
SOURCE DESCRIPTION · RSS
73 EPISODESENTRACKED SHOW
SUBSCRIBE[Feed_]
Language
Episode 167 - December 19, 2025
Daphne ZoharBruce BoothEric Schmidt
Biotech’s year-end pause looks like healthy stock-picker consolidation, with XBI near 124 while mediocre data from Pyxis and Nektar were heavily punished.Nearly $9B of October-November follow-ons is creating indigestion, as first-day performance increasingly sets discounts for subsequent deals.Confidential S-1 flips could fuel a Q1 IPO rush, but recycled issuers and a disrupted FDA policy backdrop make quality and execution the key risks.