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Biotech Bulls & Breakthroughs

BioPharmCatalyst
Biotech Investment
Oncology
FDA
Biotech Investing
Biotech Investments
ASCO
Rare Diseases
Cash Position
Trump Administration Tariffs
Glp-1 Medications
China
Biotech Market
Financial Times US Pharma and Biotech Summit
Bristol-Myers Squibb
Nuvation Biosciences
Lung Cancer
Pharmacy
Azetra
Artello Biosciences
Alzheimer's

Welcome to Biotech Bulls & Breakthroughs! This brand new podcast from BioPharmCatalyst explores the dynamic world of biotech investing alongside long-time biotech trader Sheff from Sheff Station. Each month, we will be discussing current events in the biotech industry and how these events impact investors, as well as a discussion of upcoming catalysts in the biotech space.

PublishesMonthlyEpisodes13Founded10 months ago
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Artwork for Biotech Bulls & Breakthroughs

Latest Episodes

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 ... more

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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... more

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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 ... more

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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 an... more

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Recent Guests

Neil Lineberry
VP of Corporate Development for MoMA Therapeutics
MoMA Therapeutics
Episode: Innovations in Biotech: A Deep Dive with MoMA Therapeutics
Billy Henry
CEO and founder of the Northwest Association for Blind Athletes
Northwest Association for Blind Athletes
Episode: Ep. 4: Navigating the Biotech Landscape | Biotech Bulls & Breakthroughs Podcast
Annalee Armstrong
Senior Editor at BioSpace
BioSpace
Episode: Biopharma Industry: Insights from BioSpace Senior Editor Annalee Armstrong
Waseem Laroussi
Creator of The Biotech Investor YouTube channel, specializing in biotech investment insights
The Biotech Investor
Episode: Unlocking Biotech: Insights from The Biotech Investor (Waseem Laroussi)

Hosts

John Gagliano
Senior Director of BioPharmCatalyst, specializing in biotech investments and market analysis.
Sheff
Known as Sheff Station, a 20-year veteran in trading biotech stocks, offering insights into biotech investments and trading strategies.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Innovations in Biotech: A Deep Dive with MoMA Therapeutics
Q: How are you feeling currently about the biotech market as a whole?
Neil expresses a cautious optimism about the biotech market, particularly in relation to early-stage investments and the activity in public biotech.
Innovations in Biotech: A Deep Dive with MoMA Therapeutics
Q: Can you tell me just a little bit about your current pipeline?
Neil provides an overview of their lead programs targeting DNA Polymerase Theta and Warner helicase, discussing their cancer applications and the innovative approaches in development.
Innovations in Biotech: A Deep Dive with MoMA Therapeutics
Q: Can you give us a quick background on yourself?
Neil discusses his nonlinear journey from being a trained immunologist to joining MoMA Therapeutics, detailing his experiences in life science consulting and roles in various biotech companies.
Ep. 5: Biotech Trends and Insights: Rare Diseases, Patent Expirations, ESMO25 and Sheff's Watchlist | Biotech Bulls & Breakthroughs Podcast
Q: Do you do any kind of options trading at all?
I prefer trading stocks during binary events rather than options due to complications with expiration dates and implied volatility.
Ep. 5: Biotech Trends and Insights: Rare Diseases, Patent Expirations, ESMO25 and Sheff's Watchlist | Biotech Bulls & Breakthroughs Podcast
Q: What does the patent expiration of Keytruda mean for other companies looking to enter this space?
The expiration will lead to a surge in biosimilar competition, significantly impacting Merck's sales and requiring strategic adjustments.

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Frequently Asked Questions About Biotech Bulls & Breakthroughs

What is Biotech Bulls & Breakthroughs about and what kind of topics does it cover?

This podcast focuses on the rapidly evolving world of biotech investing, providing insightful discussions on current events and emerging trends within the biotechnology sector. The hosts explore vital topics such as mergers, acquisitions, and the impact of regulatory changes, all of which significantly affect investment strategies and market perceptions. Notably, they regularly feature industry experts and analyze specific biotech stocks, aiming to guide listeners through complex investment terrain. With a blend of expert commentary and market analysis, the content appeals to both seasoned and new investors aiming to navigate the dynamic landscape of biotech.

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Which podcasts are similar to Biotech Bulls & Breakthroughs?

These podcasts share a similar audience with Biotech Bulls & Breakthroughs:

1. Wall Street Breakfast
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Daily
4. Biotech Hangout
5. The Long Run with Luke Timmerman

How many episodes of Biotech Bulls & Breakthroughs are there?

Biotech Bulls & Breakthroughs launched 10 months ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Biotech Bulls & Breakthroughs?

Recent guests on Biotech Bulls & Breakthroughs include:

1. Neil Lineberry
2. Billy Henry
3. Annalee Armstrong
4. Waseem Laroussi

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