In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield explore the resilience of the biotech market, the impact of FDA policies, and the significance of conferences like AACR and ASCO. They highlight the potential of smaller companies and the evolving regulatory environment, particularly in the psychedelic space.
In this episode:
🔹 White House Medical Executive Order on Psychedelics
🔹 OTLK on Federal Dispute Resolution (FDR) meeting with the FDA after One Pivotal Trial effects
🔹 Sheff's Watchlist for the middle of 2026.

Executive Order: https://www.whitehouse.gov/presidential-actions/2026/04/accelerating-medical-treatments-for-serious-mental-illness/

Outlook Press Release: https://www.biopharmcatalyst.com/company/OTLK/news/320085

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode of Biotech Bulls & Breakthroughs, John sits down with Michael Heltzen, CEO of exoZymes, to discuss the revolutionary move toward cell-free biomanufacturing. Discover how exoZymes is using AI to bypass the limitations of living cells, engineering "super-enzymes" through brute-force evolution, and bringing high-purity natural compounds like NCT to the mass market.

eXoZymes Inc.
https://www.biopharmcatalyst.com/company/EXOZ#/

📲 Follow Michael Heltzen and eXoZymes: https://www.linkedin.com/in/michaelheltzen
https://www.linkedin.com/company/exozymes
https://exozymes.com/

In this episode:

🔹 Why "cell-free" systems outperform traditional cell fermentation.
🔹 How AI is used to "speed run" evolution for enzyme development
🔹 Insights into the 2024 exoZymes IPO and their commercial roadmap.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield dive deep into the new FDA one pivotal trial as an alternative to the regulatory pathway, and what it means for trial timelines and company runways in 2026. If you're trading biotech, understanding these structural shifts is no longer optional—it's a matter of survival.

https://www.nejm.org/doi/full/10.1056/NEJMsb2517623

In this episode:
🔹 FDA updates on new pathways are changing the game.
🔹 Why a 12-month runway is the new "red line" for investors
🔹 Sheff's Watchlist for the following quarter

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano speaks with Eric Duhaime, Senior VP of Finance and Corporate Development at Diagonal Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on clustering agonist antibodies and rare genetic diseases. Eric shares his journey in biotech, the mission of Diagonal Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, their strategic use of health data to prove commercial viability, and their novel bispecific antibodies, highlighting the importance of tackling the root causes of diseases like Hereditary Hemorrhagic Telangiectasia (HHT).

📲 Follow Eric Duhaime in Diagonal Therapeutics: https://www.linkedin.com/company/diagonal-therapeutics
https://diagonaltx.com/

In this episode:
🔹 Novel antibodies for rare diseases.
🔹 Restoring normal intracellular signaling pathways.
🔹 Navigating the current biotech market.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, as the biotech earnings season continues, John Gagliano and Sheff Sheffield explore the importance of cash burn in biotech, the role of hedge funds, and the many catalysts expected by the end of the quarter.

In this episode:
🔹 The importance of Cash in biotech.
🔹 How hedge funds' 13-F filings influence biotech stocks.
🔹 Companies relocating production to the US.

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, as the biotech landscape continues to evolve, the recent JP Morgan Healthcare Conference 2026 has set the stage for an exciting year ahead. John Gagliano and Sheff Sheffield delve into the key takeaways from the conference, exploring significant acquisitions, emerging trends, and the role of artificial intelligence in shaping the industry's future.

In this episode:
🔹 Growth areas in immunology, metabolism, neurology, and oncology will drive the industry forward in 2026.
🔹 China’s growing role in the market necessitates collaboration with U.S. companies for enhanced innovation.
🔹 AI is becoming a transformative force in biotech, expediting drug discovery and product development.

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano and Chef Sheffield review the biotech landscape of 2025, discussing key trends, FDA clarity, and the impact of CRLs on investor confidence. They highlight significant companies and catalysts to watch as they transition into 2026, emphasizing the importance of institutional investments and upcoming events that could shape the market.

In this episode:
🔹 2025 saw increased clarity from the FDA
🔹 The upcoming JP Morgan conference will set the stage for 2026
🔹 CRLs are not the end

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

In this episode, John Gagliano and Sheff Sheffield discuss the current state of the biotech market as they approach the end of the year. They reflect on recent trading successes and challenges, emphasizing the importance of understanding catalysts and market reactions. The conversation also highlights the significance of insider trading and institutional movements in stock performance. Finally, they explore upcoming catalysts and provide insights into their stock watchlist for the remainder of the year. In this conversation, CS (Sheff) Sheffield discusses various emerging biotech companies and their upcoming clinical trials, data releases, and market implications. He highlights the significance of low float stocks, the potential for substantial market movements based on positive data, and the importance of regulatory pathways in the biotech industry. The discussion also covers specific companies, their innovative therapies, and the competitive landscape in the pharmaceutical market, particularly focusing on PDUFA dates and biosimilars.

In this episode:
🔹 Institutional buying can greatly influence stock prices.
🔹 Low float stocks can lead to significant price movements.
🔹 Patience is crucial when waiting for 510k approvals.

Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
🎧 Listen to more episodes: https://www.biopharmcatalyst.com/podcast
📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

📲 Follow BioPharmCatalyst: https://x.com/BPharmCatalyst
📲 Follow Sheff: https://x.com/SheffStation

Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.