In this episode, Justin sits down with Jared Holz, Managing Director and Healthcare Equity Strategist at Mizuho, to unpack the brutal truths and bright spots in today’s biotech and healthcare markets. Jared shares candid takes on why biotech has underperformed for over a decade, the dominance of Eli Lilly and Novo Nordisk in the GLP-1 space, and what it’ll take for M&A, AI, and Alzheimer's advances to move the needle.
This is a fast-paced, insight-rich conversation from one of Wall Street’s most respected healthcare strategists-essential listening for biotech operators, investors, and IR professionals.
Highlights include:
Why biotech indices are broken
GLP-1s: Obesity, Alzheimer’s, and cardiovascular upside
M&A trends: Who’s getting bought, and why
How Big Pharma views China deals
The reality behind AI in drug discovery
Tips for biotech IR and C-suite comms
What retail investors keep getting wrong
The looming $400B patent cliff opportunity
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