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Artwork for Breaking Biotech

Breaking Biotech

Matthew Lepoire
Kodiak Sciences
XBI
Eylea
Vabysmo
Zenkuda
Diabetic Retinopathy
Eylea HD

Matt breaks down relevant biotech stocks, analyzing their data and determining if they are a good investment.

PublishesWeeklyEpisodes113Founded9 years ago
Number of ListenersCategories
ScienceHealth & FitnessMedicine

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Artwork for Breaking Biotech

Latest Episodes

End of week wrap up stream.

Covered $CRBU, $LLY, $MRNA

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End of week biotech stream Oct 2, 2026.

Touched on $KOD, $BEAM, $NKTR.

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In this episode, I revisit Kodiak Sciences’ DAYBREAK readout for Zenkuda after getting the trade wrong. I break down what the 54% Q24 result really means, how the trial design and loading regimen may have shaped the durability headline, why payer ste... more

Kodiak Sciences ($KOD) is heading into a pivotal moment. The Phase 3 DAYBREAK readout in wet AMD could determine whether Zenkuda becomes a serious retinal franchise or whether Kodiak’s durability thesis breaks down again.

In this episode, I break ... more

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Reviews

4.9 out of 5 stars from 36 ratings
  • Breaking biotech is must listen

    Always learn a lot and I’m a former investment analyst turned MD. Matt is outstanding

    Apple Podcasts
    5
    The True Wild Thing
    United States6 years ago
  • Matt is the goat

    Wish he could upload more

    Apple Podcasts
    5
    Joshua Yang Justin
    United States6 years ago
  • Informative!

    Detailed breakdowns are helpful in navigating a convoluted sector

    Apple Podcasts
    5
    Patrick122200
    United States7 years ago
  • Love it

    Made some real gains from Matt’s tips

    Apple Podcasts
    5
    rbbyd
    Canada7 years ago

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Which podcasts are similar to Breaking Biotech?

These podcasts share a similar audience with Breaking Biotech:

1. Biotech 2050 Podcast
2. The Bio Report
3. Biotech Hangout
4. Business Of Biotech
5. BioCentury This Week

How many episodes of Breaking Biotech are there?

Breaking Biotech launched 9 years ago and published 113 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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