Capital market mood, Xenon data, Friedreich ataxia pipeline — a BioCentury podcast

Will geopolitics cool off a warming biotech financing environment?

Biotechs have been pricing follow-ons at a steady pace, with some companies parlaying data into upsized deals, and others even beginning to debut on NASDAQ — but will geopolitical tensions and war in the Middle East scuttle the forward momentum? On the latest BioCentury This Week podcast, BioCentury’s analysts take the temperature of the markets for biotech.

They also discuss last week’s late-stage epilepsy data from Xenon Pharmaceuticals Inc. (NASDAQ:XENE), which revived the biotech’s stock and the Kv7 target.

And, in a Rare Disease Spotlight, BioCentury’s analysts discuss how Friedreich ataxia is moving into a mechanistic second act, with biotechs pivoting from stabilizing the mitochondrial damage caused by frataxin loss to developing therapies designed to fix the gene itself.