Sectors
Pharma and biotech
drug approvals, pipelines, deals
- Episodes
- 29
- Share
- 3.1%
- Shows
- 21
- Net sentiment
- +0.29
Up from 1.8% of episodes in the weeks before; net sentiment was +0.52.
Bullish 12Mixed 7Neutral 5Bearish 5
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 12
- Positive blinded data review and expedited regulatory status suggest strong prospects for the drug candidate.Recce Pharma R327G Phase 3 trial reaches key milestone · Proactive - Interviews for investors · Oct 21
- Positive Phase 3 results and planned FDA submissions point to regulatory progress and commercial upside.Ondine Biomedical targets US regulatory milestone after £10m raise and positive Phase 3 results · Proactive - Interviews for investors · Oct 21
- Management presents encouraging long-term disability data and commercialization preparation for its MS drug candidate.Immunic to showcase phase 2 long-term MS disability data at MSToronto2026 · Proactive - Interviews for investors · Oct 21
- Management frames completed toxicology and manufacturing as de-risking that raises the drug's value and partnering appeal.THERACRYF PLC - Update on the Ox-1 programme · Investor Meet Company - Audio Archive · Oct 20
- Management expects the pivotal Alzheimer's trial may read out positively, and a pharma partnership is planned if so.Actinogen Medical: XanaMIA results due in November · Proactive - Interviews for investors · Oct 19
- Growing clinical trial demand in Alzheimer's and Parkinson's drives customer and volume growth for IXICO.IXICO CEO on strong FY26 - revenue up 28% and cash at £10.4m as TechBio strategy gathers pace · Proactive - Interviews for investors · Oct 20
Show 6 moreShow fewer
- Moderna's personalized melanoma vaccine trial showed improvement over immunotherapy, supporting the mRNA platform's promise.Moderna’s Dr. Stephen Hoge on AI and the Future of Healthcare · Inside Blackstone · Oct 20
- Pharma is non-cyclical and benefits from AI drug discovery, with Eli Lilly at record highs.Will Bitcoin Survive Quantum Computing? | Jordi Visser · The Pomp Podcast · Oct 24
- Smaller drug developers using AI create new customer opportunities for Veeva's life-sciences platform.Veeva Systems (VEEV) Up 77%: What We Learned · The 7investing Podcast · Oct 23
- Healthcare and biotech showed strong relative strength with Lilly leading gains.Major Indexes Test Resistance; Lindblad, Kiniksa Pharma, Guidewire In Focus · Stock Market Today With IBD · Oct 20
- Biotech is seen as a major opportunity, with AI speeding drug development and Lilly possibly a big winner.Which Businesses Will Survive AI? | Michael Dempsey · Empire · Oct 19
- GLP-1 drug sales are huge and about 30 new obesity drugs are in late-stage trials.DWP Bills Have Everyone Furious, Anthropic Pledges Up To 20% & GLP 1s Out Earn AI · Group Chat · Oct 19
Bearish 5
- Moderna shares plunged after leaked phase three data fell short of the 49% expectation.Why Moderna Tanked, MSG Employees Duped By Their Boss, The Mansion Section | Diet TBPN · TBPN · Oct 23
- Moderna's phase III results came in below expectations, driving an 18% stock drop.Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz · TBPN · Oct 23
- Moderna shares fell as much as 26% after leaked skin cancer vaccine trial results disappointed.Tech stocks wobble; Russia and Ukraine exchange attacks, and more · The World in Brief from The Economist · Oct 23
- Moderna shares fell about 18% after cancer vaccine details leaked short of heightened expectations.AI Fears Rise Again on Wall Street · WSJ What’s News · Oct 22
- Discussion of Theranos's fake diagnostic tests and the harm to patients reflects poorly on health-tech claims.What It Took to Tell the Truth About Theranos | Whistleblower Tyler Shultz · The Heart of Healthcare | A Digital Health Podcast · Oct 21
Mixed 7
- Moderna shares fell on early cancer vaccine data, though the results are still seen as progress.Why Calling a Democrat a Socialist Isn’t the Insult It Once Was · WSJ What’s News · Oct 23
- Western drugmakers gain speed running trials in China but face consent and safety concerns.US prepared for protracted stalemate with Iran · FT News Briefing · Oct 23
- Moderna shares fell despite positive melanoma cancer vaccine data, a sell-the-news reaction.OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26 · Squawk Pod · Oct 23
- Merck's cancer vaccine data was positive but disappointed investors, pushing Moderna lower.9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26 · Squawk on the Street · Oct 23
- Moderna falls after leaked melanoma data, though the full results were largely in line with expectations.Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 · CNBC's "Fast Money" · Oct 22
- Positive personalized cancer vaccine data was met with sell-the-news reaction given Moderna's huge year-to-date run.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
Neutral 5
- Gene editing and somatic cell nuclear transfer cloning are debated, with a focus on ethics and regulation rather than market outcomes.Ep. 145: Warhound: $200M to engineer military working dogs, reshape supply · RuntimeWire: Breaking AI News · Oct 23
- Covers pharma and biotech companies as potential consortium customers and data sharers.298: 10,000 Structures Are Not Enough: The Data Gap Limiting De Novo Antibody Design with David Younger - Part 2 · Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders · Oct 22
- Discussion of how antibodies are discovered today via animal immunization and display screens, and their limits.297: 10,000 Structures Are Not Enough: The Data Gap Limiting De Novo Antibody Design with David Younger - Part 1 · Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders · Oct 20
- Discussed factually as the current drug development paradigm that new approaches aim to go beyond.A World Model of Life: Biohub's Alex Rives on Virtual Cells, Measurement, & the $1.8B Data Push · The Cognitive Revolution · Oct 20
- Menopause and fertility care are discussed as healthcare categories, not drug investment themes.Why Serena Williams Is Backing Menopause Clinics, Free Egg Freezing With a Catch & Why Oura’s $15B IPO Stalled · This Week in Longevity · Oct 19
Around it
Companies named
- Moderna 10
- Merck 9
- Eli Lilly 5
- Novo Nordisk2
- Actinogen Medical1
- TheraCreep1
Shows that covered it most
- Proactive - Interviews for investors5
- Smart Biotech Scientist | The CMC and Bioprocessing Podcast for Process Development and Manufacturing Leaders2
- WSJ What’s News2
- Squawk on the Street2
- TBPN2
- Empire1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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