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May 1, 2025 58 mins

In the inaugural episode of Biotech Bulls and Breakthroughs, John Gagliano and Sheff discuss the current state of the biotech market, focusing on trends, investor insights, and the impact of tariffs and FDA regulations. They explore the volatility in the market, the implications of recent tariffs on drug manufacturing, and the ongoing developments in the GLP-1 market. The conversation highlights the resilience of biotech companies and the potential for mergers and acquisitions as firms navigate these challenges. In this conversation, Sheff and John Gagliano discuss the dynamics of the pharmaceutical market, focusing on the rise of GLP-1 medications, key biotech catalysts, and upcoming PDUFA dates. They explore the challenges and opportunities within the medical device sector, innovative therapies, and the landscape of rare diseases. The discussion highlights emerging biotech stocks and their potential impact on the market, providing insights for investors looking to navigate this complex field. 


Sheff is proud to support the Northwest Association for Blind Athletes. Join us in empowering life-changing opportunities for visually impaired youth and adults through sports and community engagement. You can support this as well in the link below:
Support NWABA: https://nwaba.org/support/other-ways-to-help/sheffstation/#join-sheff-station

🧭 Track upcoming catalysts: https://www.biopharmcatalyst.com/calendars/fda-calendar
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📈 See Sheff’s Watchlist: https://www.biopharmcatalyst.com/sheffs-trades

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Disclaimer: BioPharmCatalyst is not a registered investment advisory firm and the views on this podcast are not to intended to be financial advice. The stocks discussed in this podcast may be held in personal or other investment accounts. This content is for informational purposes only and should not be considered investment advice. Always do your own research before making any investment decisions.

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