What podcasts say about Paul Matteis
Every statement, with the speaker, the exact quote and the moment it was said.
What Paul Matteis has said on podcasts
8 statements · 5 positive · 1 negative · 1 mixed · 1 neutral
Biotech market conditions are now strongly behavioral and psychological.
“I think we're in like the inning of this market now where it's become just as much behavioral and psychological as really anything else.”
Open the episode · Episode 199 - October 16, 2026Listen at 10:38
Investors cannot determine when the biotech selloff will end.
“no one really knows when this carnage is going to stop.”
Open the episode · Episode 199 - October 16, 2026Listen at 11:08
A string of biotech M&A could help end the sector’s bear market.
“if we do start to see a string of M&A, I do feel like, you know, I feel like it's the cliche all the time to say that M&A. kind of cures bear markets in biotech”
Open the episode · Episode 199 - October 16, 2026Listen at 11:38
M&A or time may be the main catalysts for a biotech market recovery.
“I think it's hard to find a catalyst. other than M&A that turns this around, other than maybe just kind of like time.”
Open the episode · Episode 199 - October 16, 2026Listen at 12:12
LPA1 antagonist drugs appear better tolerated than other IPF drugs.
“It does seem like these drugs tend to be much better tolerated than other drugs in IPF.”
Open the episode · Episode 199 - October 16, 2026Listen at 29:26
The FDA is likely to approve Bristol’s IPF drug.
“it's hard to see that the FDA wouldn't approve this.”
Open the episode · Episode 199 - October 16, 2026Listen at 30:07
A successful Bristol IPF drug could leave room for multiple competing drugs.
“if this is ultimately a big commercial product, there's likely going to be room for a number of these”
Open the episode · Episode 199 - October 16, 2026Listen at 32:01
Arrowhead’s tau drug lowered CSF tau by over 80%.
“they were getting up to over 80% tau-lowering in the CSF.”
Open the episode · Episode 199 - October 16, 2026Listen at 49:23
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