What podcasts say about Greg Sivanovich
Every statement, with the speaker, the exact quote and the moment it was said.
What Greg Sivanovich has said on podcasts
11 statements · 4 positive · 6 negative · 1 neutral
The XBI is currently under pressure.
“The XBI is under pressure again today.”
Open the episode · Episode 199 - October 16, 2026Listen at 0:44
The XBI is up 20% year to date.
“The XBI ETF is still up a very healthy 20% for the year.”
Open the episode · Episode 199 - October 16, 2026Listen at 1:02
The XBI has fallen approximately 700 basis points in two weeks.
“the XBI has come down considerably. some 700 basis points since our last podcast two weeks ago.”
Open the episode · Episode 199 - October 16, 2026Listen at 1:18
Investors are rotating from biotech into other healthcare subsectors.
“investors are rotating out of biotech into these other healthcare subsectors.”
Open the episode · Episode 199 - October 16, 2026Listen at 1:58
The XBI is in a correction.
“we are now... definitively in a correction of sorts.”
Open the episode · Episode 199 - October 16, 2026Listen at 2:11
About 28 biotechs debuted publicly in 2026.
“we are now at around 28. biotechs that have made their debut in 2026.”
Open the episode · Episode 199 - October 16, 2026Listen at 3:36
Biotech IPOs may reach at least 30 in 2026.
“we are definitely on pace to see perhaps 30 or more new issues this year.”
Open the episode · Episode 199 - October 16, 2026Listen at 3:47
Announced biotech M&A deal flow has declined considerably.
“it does seem that announced M&A deal flow has down quite considerably.”
Open the episode · Episode 199 - October 16, 2026Listen at 4:19
Rising interest rates increase strategic buyers’ borrowing costs.
“this law reflects an acutely rising interest rate environment, which makes the cost of borrowing more expensive for strategics”
Open the episode · Episode 199 - October 16, 2026Listen at 4:25
Elector’s preclinical technology reduced tau mRNA by about 75–80%.
“they have shown, at least pre-clinically, tau knockdown, tau mRNA knockdown. of about 75 to 80 percent”
Open the episode · Episode 199 - October 16, 2026Listen at 53:25
Varistems reported excellent early data for a mutant-selective KRAS G12D inhibitor.
“they had very, very excellent data for their mutant-selective KRASH G12D. inhibitor”
Open the episode · Episode 199 - October 16, 2026Listen at 54:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.