IPOs, GLP-1 vs. PD-1, and AI in biotech: a BioCentury podcast

Do last week’s trio of NASDAQ debuts signal an opening IPO window?

Investors and industry watchers should temper their expectations following last week’s hat trick of biotech IPOs. The three, whose shares were in demand, were all high-quality companies with seasoned management teams and late-stage assets backed by clinical data in sought-after indications.

On the latest BioCentury This Week podcast, BioCentury’s editors assess the shifting market for biotech IPOs, including the profiles of the companies that went public on NASDAQ — Bicara Therapeutics Inc. (NASDAQ:BCAX), MBX Biosciences Inc. (NASDAQ:MBX) and Zenas BioPharma Inc. (NASDAQ:ZBIO) — the aftermarket performance of the IPO class of 2024, and the prospects for more companies to make their own debut.

BioCentury’s editors also discuss whether the rush to GLP-1s for obesity will mirror the development of PD-1s for cancer, and in response to a listener question, the impact on biopharma of the recent mainstream expansion of AI?

This episode of BioCentury This Week was sponsored by Parexel Biotech. For information on opportunities to sponsor The BioCentury Show and the BioCentury This Week podcast, please email conferences@biocentury.com. To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.