Episode 200 - October 23, 2026

Oct 23, 2026 · 1h 4m

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On this episode

BLBrad LoncarHost
CGChris GarabedianHost
DZDaphne ZoharHost
ESEric SchmidtHost
JSJosh SchimmerHost
MGMatt GlineHost

About this episode

On this week's 200th episode, Daphne Zohar, Brad Loncar, Chris Garabedian, Sam Fazeli, Eric Schmidt, Josh Schimmer, Matt Gline, and special guest former Silence CEO Ali Mortazavi kicked off by reflecting on five years of Biotech Hangout, including the show's role as an “open door” resource for those across the industry. The co-hosts then discussed Moderna's stock dip after leaked ESMO 2026 data and how outsized market hopes for the cancer vaccine shaped the reaction. Matt expanded on his "woodchipper" analogy from his STAT Summit panel, while the group examined degrossing as a structural pressure on the sector. They also covered the Endpoints sentiment index turning positive for the first…