Jerry Lee
speaker
109 appearances
1 recordings
1 series
first heard Jun 2026
last heard 26 Jun
Jerry Lee’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
largest ever biotech private sell side in Europe for tubulus to Gilead.
So super exciting time, I would say people are looking across the size spectrum, thinking about the realm of the possible.
Super exciting time.
Super grateful for this team and thank you to all our clients for their support.
Nick, now you got me going.
The XBI sitting at basically a five-year high is incredible, again, given where rates are, but it's really working.
I mean, the innovation is very, very real.
People are truly underwriting the next cycle of new modalities across oncology, I and I, and the like.
And so, you know, we're super excited with especially the cycle that's being driven by MA.
Now, on the MA side, what's been true this quarter, last quarter, last
Last year, five years, ten years ago is of course, as I've always said, LOEs.
And so every single large cat farm is staring at a different set of LOEs.
Some are later this decade, some are early next decade, some are even the back half of the twenty thirties.
But they need to fill all of these LOEs.
So the cycle continues.
You've seen a number of large cat farmas almost do a deal every week now.
And so I think investors are especially excited about the recycling of capital.
In many ways, I think the DRG investors, the large cap farm investors, they're relatively price insensitive about what their large cap farmers are paying because the durability of these LOEs is just so large.
So hopefully for all of us, the cycle continues.
We continue to see XBI working and innovation continuing.
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