
Episode 202 - November 6, 2026
On this week’s episode, Brian Skorney, Paul Matteis, Yaron Werber, and Adam Feuerstein opened with a look at what the midterm results could mean for biotech, covering the macro backdrop, the FDA, and drug pricing. The conversation then turned to Vertex’s povetacicept ahead of a potential IgAN approval at the end of November, and the competitive landscape as Vertex enters a market with two formidable competitors. In earnings news, the group discussed Revolution Medicines’ strong Q3 launch sales for Rasonque, which doubled market predictions, and the safety questions and possible label changes facing Neurocrine’s Vykat. The group also covered the race for the first FDA approval of a psilocybin depression treatment, with Compass nearing NDA completion and a reported filing from the Usona Institute, as well as Novartis’ update on tumor cases in Zolgensma-treated patients. The episode closed with the Phase 3 miss for Novartis and Ionis’ pelacarsen despite significant Lp(a) reduction, and what to watch for at AHA 2026 and ASH 2026. This episode aired on November 6, 2026.