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.

In this episode, John Gagliano speaks with Neil Lineberry, VP of Corporate Development at MoMA Therapeutics, about the innovative approaches the company is taking in drug development, with a particular focus on dynamic proteins and precision medicine. Neil shares his journey in biotech, the mission of MoMA Therapeutics, and insights into the current biotech market trends. The conversation also covers the company's pipeline, collaborations, and the Nomatic platform, highlighting the importance of tailoring the rapies to individual patient needs.

📲 Follow Neil Lineberry:
https://www.linkedin.com/in/neil-lineberry-wahoo
https://momatx.com/team/

In this episode:
🔹 Precision medicine tailors therapy to the patient's unique characteristics.
🔹 MoMA's lead program targets DNA polymerase theta for cancer treatment
🔹 Upcoming data readouts are critical for MoMA's future growth.

🧭 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.