From London: Cancer Research Horizons takes research from Cancer Research UK (and beyond) and invests in the translational work and companies that turn it into cures
CEO Iain Foulkes describes the impact Cancer Research Horizons has already made (14 marketed medicines), which has allowed more than £600M in royalty income to be reinvested in research. He describes the structure of the organization, a new startup fund, and some notable investments.
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16:04
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16:04
Jefferies London: Ipsen has done a string of deals over recent years, including acquiring ImCheck last month. CEO David Loew says the company has billions in firepower to do more
He also goes over the company's programs in aesthetics, liver disease, and oncology.
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10:30
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10:30
Jefferies London: Terns' CEO Amy Burroughs previews the company's upcoming ASH presentation for the allosteric BCR::ABL1 inhibitor tern-701 in relapsed/refractory cml
The data has been accepted for an oral presentation on Monday, December 8 and will be followed by a company webcast with more info.
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11:17
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11:17
Jefferies London: Affinity Asset Advisors' Patrick Nosker shares a public investor's perspective on biotech and walks us through a few of his firm's top positions
He describes getting through the last few years and how he thinks about 2026. Plus, comments on Xenon, Madrigal, and Alkermes.
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12:29
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12:29
Jefferies London: Medicxi Announced a €500 Million Fund V ahead of this week's conference - Co-founder Giovanni Mariggi describes the firm's asset-centric approach to investing in biotech
He discusses the rationale behind the firm's asset-centric approach and highlights Vicebio as an example of how it works. Plus, his take on the current investment environment.
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