What podcasts say about Stephen Hansen
Every statement, with the speaker, the exact quote and the moment it was said.
What Stephen Hansen has said on podcasts
7 statements · 3 positive · 3 negative · 1 mixed
Large public therapeutics acquisitions have paused since mid-July.
“the last really big public therapeutics company acquisition was mid-July. It's been almost three months since then.”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 2:02
Moderna reported positive Phase 3 adjuvant melanoma cancer data.
“the Moderna positive phase three cancer data in adjuvant melanoma”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 3:07
Biotech activity will remain quiet in Q4 before recovering early next year.
“the thought is that it's going to be a pretty quiet fourth quarter as well and then hopefully things will pick up again at the start of the year”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 5:43
IPO-capable biotech companies are increasingly choosing reverse mergers with large PIPE financings.
“We're seeing companies that easily could have done a traditional IPO, take the reverse merger route and raise really big pipes to go along with that.”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 7:09
The biotech reverse-merger and PIPE trend will continue into Q4.
“I think there's every expectation that that will continue forward for sure into the fourth quarter.”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 7:21
Higher bond yields pressure biotech valuations, financial models, and cost of capital.
“that can mess with valuations. It messes with models, but, you know, cost of capital.”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 8:05
Recent weak IPO performance may cause prospective biotech issuers to delay listings.
“the performance by those last two might give people pause”
Open the episode · Ep. 392 - Biotech markets: Pause before the storm?Listen at 10:03
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.