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Frazis Capital Podcast

Michael Frazis
Counter Drone Systems
Drone Technology
Biotechnology
Lung Cancer
Military Defense
Nvidia
Immunotherapy
Clarity Pharmaceuticals
Ukraine Conflict
Artificial Intelligence
Meta
Keytruda
Clinical Trials
Airports
Crime Prevention
Flash Crash
B2B Software
Orthocell
Prostate Cancer
Google

Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.

PublishesTwice monthlyEpisodes113Founded7 years ago
Categories
BusinessInvesting

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Artwork for Frazis Capital Podcast

Latest Episodes

0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings

0:45 – Market update: Retail investors driving a red-hot rally

2:15 – Quants, institutions, and semiconductors hitting profit targets

3:40 – Why Frazis Capital is rotating in... more

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00:00 – Intro & welcome to Chris Burns, CEO of Amplia

02:00 – Why pancreatic cancer is so deadly & hard to diagnose

06:30 – Current treatment options: Gem/Abraxane vs FOLFIRINOX

11:20 – Side effects & challenges with chemotherapy

15:00 – Why pancreat... more

Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in terms of funding or partnership.

Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and Safety ImplicationsLidar Startup Fa... more

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Key Facts

Accepts Guests
Contact Information
Podcast Host

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Recent Guests

Chris Burns
CEO of Amplia Therapeutics
Amplia Therapeutics
Episode: Amplia Therapeutics with CEO Chris Burns
Dr. Alan Taylor
Chairman of Clarity Pharmaceuticals, a leader in radiopharmaceuticals
Clarity Pharmaceuticals
Episode: Clarity Pharmaceuticals, with Dr Alan Taylor
Paul Anderson
CEO of Orthocell
Orthocell
Episode: #79 Repairing Nerves with Orthocell CEO Paul Anderson
Marc Voigt
CEO of Immutep, a biotechnology company focused on immunotherapy
Immutep
Episode: #78 - Immutep CEO Marc Voigt discusses the latest in immunotherapy for lung cancer
Arjun Balaji
Medical background and biotech investor
Episode: #76: Australia’s secret one child policy and Trump’s FDA - Arjun Balaji joins us
Oleg Vornik
CEO and Managing Director of Droneshield
Droneshield
Episode: #69: Droneshield: Defending against the modern horrors of war, with CEO Oleg Vornik

Hosts

Michael Frazis
Co-host discussing technology and investment strategies.
Misha Saul
Co-host engaged in investment discussions.

Reviews

4.7 out of 5 stars from 107 ratings
  • Best investing podcast

    Love this podcast! Mike is a clear standout when it comes to understanding biotech and I only wish they’d do the podcast more often. Thank you team 😊

    Apple Podcasts
    5
    Suffo Lupagus
    Australia6 years ago
  • Always interesting

    I really enjoy this podcast. Particularly when you get together with Claude and discuss your ideas.

    Apple Podcasts
    5
    TanyaSYDNEY
    Australia6 years ago
  • Good fin podcast

    Good investing podcast. Minimal BS. Keep Claude on, you guys work great together.

    Apple Podcasts
    5
    gallluke
    Australia6 years ago
  • Engaging and insightful

    Very worthwhile - looking forward to the next one

    Apple Podcasts
    5
    natiadams
    Australia6 years ago
  • I’m Hooked

    A great listen. Lay back style with deep insights into tech & life science stocks.

    Apple Podcasts
    5
    JMaster289
    Australia6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the content consistently informative and valuable for investment strategies.
Listeners appreciate the deep insights into technology and biotech markets.
The engaging discussion style makes complex topics accessible and enjoyable.

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Talking Points

Recent interactions between the hosts and their guests.

#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
Q: What do you think the most realistic timeline for them rolling this out would be on a larger scale to physicians?
Getting to profitability would likely take many years and require a significant investment to build sales force and regulatory compliance.
#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
Q: What do you think we need to push them to become profitable?
They'll need to significantly multiply their sales and address physician skepticism while obtaining FDA approval to unlock reimbursement.
Amplia Therapeutics with CEO Chris Burns
Q: How do you interpret the duration of patients on trial?
The duration indicates how long patients stay on the trial before their disease progresses, with current data showing a promising median duration on trial compared to benchmarks.
Amplia Therapeutics with CEO Chris Burns
Q: What are the treatment options for pancreatic cancer?
The treatment depends on whether the cancer is metastatic or not, ranging from surgery for the locally advanced disease to chemotherapy for metastatic disease.
Amplia Therapeutics with CEO Chris Burns
Q: So why has pancreatic cancer been so difficult to treat?
The fibrotic nature of pancreatic tumors creates barriers for therapy penetration and hampers the immune response.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
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Frequently Asked Questions About Frazis Capital Podcast

What is Frazis Capital Podcast about and what kind of topics does it cover?

Focusing on investment strategies, technological advancements, and insights in the life sciences, the content often features detailed discussions on major players in the tech and biotech industries. Topics such as stock market analysis, economic influences, and innovations in healthcare are frequently explored, offering listeners valuable insights into investment opportunities and market trends. Furthermore, the podcast distinguishes itself through engaging conversations with industry experts who provide perspectives on emerging technologies and their implications for various sectors.

Listeners can expect to gain a deeper understanding of the intersection between technology and investment, particularly in biotech and pharmaceutical arenas,... more

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Which podcasts are similar to Frazis Capital Podcast?

These podcasts share a similar audience with Frazis Capital Podcast:

1. Motley Fool Money
2. The Money Café with Alan Kohler

How many episodes of Frazis Capital Podcast are there?

Frazis Capital Podcast launched 7 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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What guests have appeared on Frazis Capital Podcast?

Recent guests on Frazis Capital Podcast include:

1. Chris Burns
2. Dr. Alan Taylor
3. Paul Anderson
4. Marc Voigt
5. Arjun Balaji
6. Oleg Vornik

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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