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Biotech Bros

69 Episodes

44 minutes | Jul 5, 2022
More Issues for CRISPR Therapeutics: Another CAR-T Failure in Solid Tumors
This week on the podcast Agustin discusses the recent data release from CRISPR Therapeutics, Galapagos' CAR-T cell therapy acquisition, and the over-saturation of SCD therapies entering the market. If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
56 minutes | Jun 27, 2022
How to Navigate Biotech with Maxim Jacobs
This week on the podcast Agustin sits down with Maxim Jacobs. Maxim is a senior vice president at Russo Partners and has multiple years of experience in biotech investing. On this episode, Agustin and Maxim discuss the recent biotech market fluctuations and sell-off as well as some practical advice for retail investors looking to enter the space. If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
66 minutes | Jun 21, 2022
Major Win for GSK and Uncertainty for Infinity Pharmaceuticals
On this week's episode, Agustin discusses the recent data release of Jemperli and how it may be a viable solution for dMMR solid tumor patients. He also provides updates on Amylyx Pharmaceuticals and their recent approval in Canada, Leap Therapeutics and their prostate cancer readout, and Infinity Pharmaceuticals and their risky jam-packed future. If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
38 minutes | Jun 13, 2022
The Failure of TIGIT Antibodies and the battle for KRAS Superiority
On this week's episode, Agustin discusses the failures of targeting TIGIT antibodies, the competitive race for KRAS superiority, and the pitfalls of Caribou Biosciences and their allogeneic CAR-T cell therapy. If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
39 minutes | Jun 7, 2022
Sneak Peak into ASCO and Conflicting $PDSB Data
On this week's episode, Agustin shares some preliminary insights from ASCO and dives into both the lack of data from $AFMD and the less than spectacular update from $PDSB. Additionally, yet another biotech company has been acquired and this one is a late stage commercial company! Is there hope for $XBI after all?If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
59 minutes | May 24, 2022
The Future of TechBio: One on One with Jeff Galvin of American Gene Technologies
This week on the podcast Agustin sits down with Jeff Galvin, the CEO and founder of American Gene Technologies, an innovative cell therapy company looking to build the infrastructure necessary to spur innovation in gene and cell therapy development. Much like Microsoft and Apple transformed the tech world, AGT is looking to establish the future of what Jeff calls "TechBio".  To learn more about American Gene Technologies, check them out   https://www.americangene.com/If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
47 minutes | May 16, 2022
One on One Interview with BioMark Diagnostics CEO
This week on the podcast Agustin sits down with Rashid Bux, the CEO and founder of BioMark Diagnostics, an early stage innovative diagnostic startup developing a ground breaking metabolomics and biomarker detection platform for oncology.  To learn more about BioMark Diagnostics, check them out  at https://www.biomarkdiagnostics.com/If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
50 minutes | Apr 25, 2022
The Winners and Losers of AACR
On this week's episode, Agustin highlights the winners and losers of this years AACR conference and discusses how $TGTX went from being a promising biotech investment to a company with limited options and commercial hopes.  If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
44 minutes | Apr 11, 2022
Bad News for Moderna and Amylyx Pharmaceuticals
On this week's episode, Agustin addresses the unfortunate outcome of the FDA advisory board for Amylyx Pharmaceuticals ($AMLX), elaborates on the importance of AACR for Affimed Pharmaceuticals ($AFMD), and brings to light some serious issues for Moderna ($MRNA) and their pipeline. If you are a fan of this show make sure to like, comment, subscribe and follow me on Twitter @biotech_bros. If you have any questions regarding the product offerings feel free to explore my website biotechbros.com
41 minutes | Mar 28, 2022
No Accelerated Approvals for You!
On this week's episode, Agustin shares his opinion on recent developments within the Covid landscape and the potential for a private vaccine market to emerge. Additionally, he shares his insights on $MEIP's recent misfortune and the FDA's growing reluctance to dole out accelerated approvals for PI3K inhibitors.Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros
58 minutes | Mar 21, 2022
Will $AMLX win in ALS?
On this week's episode, Agustin shares his opinion on recent $XBI fluctuations as well as upcoming data readouts from $AFMD. Additionally, he shares his opinion on whether the recently public Amylyx Pharmaceuticals will be successful in obtaining FDA approval for their therapy targeting ALS.  Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros
40 minutes | Mar 10, 2022
What the Future Holds for $NVAX and Things Heat Up for CRISPR Companies
 On this week's episode, Agustin discuss the recent updates with Covid manufacturers and where $NVAX stands going forward despite the global equities selloff. Additionally, he shares two key updates regarding CRISPR Manufacturers and how that will impact their long term viability. Finally, make sure to stay tuned for more interviews with key opinion leaders in the healthcare space and a livestream Twitch session to discuss undervalued biotech companies in today's market.  Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros
57 minutes | Feb 14, 2022
What to Buy within the $XBI and More Money for $LPTX
The world of biotech remains uncertain as the equity markets continue to slide. Despite the sentiment, great buying opportunities remain! On this week's episode, Agustin discuss why purchasing $XBI rarely makes sense in the case of biotech investing and why having a framework can go a long way! Additionally, he discusses some recent updates on high conviction positions and highlights the good news that is coming for $NVAXMake sure to like, comment, subscribe and follow me on Twitter @biotech_bros
49 minutes | Jan 24, 2022
Netflix and Peloton are Biotech Stocks?
As 2022 continues, the sentiment within biotech remains poor. The poor performance of large tech companies like $NFLX and $PTON has caused everything to slide.  On this week's episode, Agustin discusses what the future may look like within biotech and explains why $XBI continues to slide and why $LPTX is still compelling despite questions around safety.Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 
47 minutes | Jan 18, 2022
JPM Conference and Finding Quality within $XBI
Despite the excitement behind JP Morgan's annual healthcare conference, $XBI still has taken a nose dive. On this week's episode, Agustin discuss how to find value among the wreckage that $XBI has generated and highlights in particular one company that he believes may get acquired.
44 minutes | Jan 11, 2022
Welcome to 2022 and the Armageddon of $XBI
Welcome to 2022! On this episode, Agustin discusses the recent pullback from $XBI and what the future may hold for investors in 2022 and what investments might be worthwhile for this year. With JPM around the corner there are multiple opportunities to add. Additionally, he highlights what the new data release from $CRIS might mean for the company going forward. Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 
48 minutes | Dec 28, 2021
$MRNA Flu Data and the Future for $NVAX
On this episode, Agustin discusses the recent data presented by $MRNA on their flu asset and how it compares with other manufacturers in the flu market. Additionally, it's yet another stressful time for Novavax investors as the company moves toward an FDA approval. What does the future hold for this Covid vaccine manufacture and will it be successful in achieving commercial and manufacturing success? Tune in to find out!Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 
67 minutes | Dec 20, 2021
The WHO Approves $NVAX
This week on the podcast Agustin discusses $XBI and what the future holds for biotech investing in 2022. Additionally, he shares his reactions to recent Lancet publications regarding heterologous vaccine usage and comparing different booster shots. Finally, $NVAX has received its first legitimate regulatory approval from the WHO.Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 
56 minutes | Nov 29, 2021
Reflections on $XBI and Omicron, the New Covid Variant
This week on the podcast, Agustin reflects on the biotech sector and the recent price fluctuations in $XBI and highlights while there are several zombie companies that don't have long term potential. Despite these circumstances, $AFMD and $LPTX are exceptions that warrant more capital. Additionally, he reflects on the emergence of a new Covid variant and what that means for manufacturers, investors, and public health officials. Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 
48 minutes | Nov 22, 2021
Understanding the Potential of $AFMD
As part of the multi-part series on Natural Killer Cell Therapies, this week on the podcast, Agustin discusses $AFMD. He explains the  company's technology, pipeline, and recent catalysts. Additionally, he addresses some key questions including the monotherapy potential of AFM13 and AFM24 and where Affimed stands relative to other companies within the NK cell therapy space.  Make sure to like, comment, subscribe and follow me on Twitter @biotech_bros 
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