Fed Rate Cut Tailwind, Lilly’s Triple Agonist Delivers Big, Vaccine Policy Turmoil — This Week in Biotech #81

Summary

The episode highlights how the Fed’s recent rate cut creates a macro‑tailwind for biotech, reviving valuations and financing opportunities. It discusses mixed public‑health signals around COVID‑19 vaccination in children and warns that U.S. skepticism could erode its mRNA leadership. Landmark clinical data are showcased, notably Eli Lilly’s triple‑agonist retatrutide achieving bariatric‑level weight loss and knee‑pain relief, Biohaven’s Trop2‑ADC showing 52% response in solid tumors, and promising early results from AC Immune’s Parkinson’s vaccine and Kymera’s oral STAT6 degrader for eczema and asthma. Guest Josep Bassaganya‑Riera of NImmune provides insight into the gut‑restricted IBD drug omilancor, its LANCL2 biomarker strategy, and the TITAN‑X platform for guiding development.