Director of Research, Global Industries, Bloomberg Intelligence. Views my own. Not recommending buy/hold/sell.
Joined October 2019
- Tweets 4,958
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- Followers 3,094
- Likes 1,778
205 Photos and videos
Jun 10
With ASCO behind us, it was time to catch up with Susan Galbraith at $AZN. Another excellent conversation on oncology with one of the leaders in the area. podcasts.apple.com/gb/podcas…
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May 28
Some people will get heart palpitations about this deal on the eve of #ASCO2026 blinks.bloomberg.com/news/st…
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May 28
It includes co-comercialization globally - a rare thing. How does a Chinese company commercialise the same drug in the US and China in the world of MFN?
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Sam Fazeli retweeted
May 18
Managing Partner and Chief Investment Officer @docrodwong recently joined @SamFazeli8 on @BBGIntelligence's Vanguards of Health Care podcast to discuss biotech's comeback, China and AI's impact on drug discovery, and why all eyes are on #ASCO2026 this year. Listen to the full episode here: bloomberg.com/news/audio/202…
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Sam Fazeli retweeted
May 15
On today’s #BiotechHangout @SamFazeli8, @biotech1 (Josh Schimmer), @EricSchmidt151, & @t_lorriman will cover deals & financings: $BMY/Hengrui up to ~$15B partnership deal, $ARVN/ $PFE $85M upfront licensing deal w/$RIGL for newly approved Veppanu, Isomorphic’s massive $2.1B Series B, policy & regulatory: Makary’s resignation & what this means for biotech, plus company news & data: $BIIB tau data, $INBX interim Phase 2 data & major stock shifts, $MRNA Hantavirus vaccine, & what’s hot at #ASCO2026, #ADA2026, & #EHA2026 & much more: twitter.com/i/spaces/1nJOLEZ…
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May 11
Moderna Shares Jump on Hantavirus Vaccine Talk youtu.be/4-Dl1mneAlI?si=8N1D… via @YouTube
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May 8
Talking about the biotech bull run and a whole load more podcasts.apple.com/gb/podcas…
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Apr 28
This is very promising, allowing drugs to get to patients faster and costing pharma companies a little less. But getting to market faster only increases the NPV of the drug by as much as IRA would allow. Now what the industry and FDA need to do is to speed up the process of getting drugs into man faster to catch up with China.
Apr 28
Real-time clinical trials could fundamentally transform the clinical trial landscape.
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Apr 26
Thank you @cngarabedian for a wide ranging conversation podcasts.apple.com/gb/podcas…
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Apr 7
A bit late - Easter threw me. Policy Risk, Biogen M&A, Vyndamax Suits, ECLC Data: BI Drug Call by Bloomberg Intelligence on #SoundCloud
on.soundcloud.com/wgAUKna1er…
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Mar 31
$ISLMF Given the deal with $LLY, I was very lucky to have planned this podcast with Alex Zhavoronkov, CEO of Insilico. All about AI and drug discovery. podcasts.apple.com/gb/podcas…
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