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Antoine Papiernik

πŸ‘€ Speaker
432 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

After we invested, I'll tell you.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Well, last time he said, no, no, no, I'm not going to, and I'm done.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And then he managed to convince to, you know, in French you say never two without three.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

So three, you know, to go from three to four might be more complicated.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And, you know, he still has a lot of work to do on that.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

No, I'm just saying, of course, experienced management who's done it before.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

There's a lot of people in the US.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

But, you know, Marc happens to be French, so we should rejoice that this is possible, even with people... Of course, there was a first time for him, right?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Look, I think you're absolutely right.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We believe that not just bispecific, but multispecifics is the way to go.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

In fact, it's intuitively understandable why this would be better.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Poof is in the pudding, as I said earlier.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

But we are, in fact, massively looking at this in both oncology as well as INI, immunology, information.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We think this approach in those two areas is going to be a major win going forward.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

But it's not the only thing.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

ADCs, I think the next-gen ADCs are going to be super important.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

The next-gen radiopharmaceuticals are going to be super important.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We are the states today, if you look back and you leverage this knowledge for the future indications, just take those three modalities, multispecifics, ADCs, radiopharmaceuticals.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

I would say...

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

I would not be surprised that 50% of all drugs in oncology and INI will be using one of those.