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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

Yeah.

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

I'm hopeful.

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

I'm hopeful already for the acquisitions above 1 billion.

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

It's a...

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

very more than decent year.

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

In fact, it's a record year in that category.

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

And, you know, $1 billion moves the needle for firms like ours, $1 billion plus.

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

So I'm actually very hopeful.

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

I think the XPI development over the last six months and the potential interest with the lower interest rates to take companies public will increase that tension significantly.

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

And that should be good.

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

So I am hopeful that, in fact, 26 will be even better than 25.

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

So that's M&A, IPO?

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

M&A and IPO.

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

In fact, to me, it starts with the follow-ons before it reaches the IPOs.

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

And I would say it's going to be double-digit for sure.

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

I mean, for sure.

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

This is my take.

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

I would say 20 to 30, more than 15.

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

50 is a big number.

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

And I'm not sure that's correct.