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Biotech 2050 Podcast

Biotech 2050
Biotech 2050 Podcast
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  • Jason Kelly - Ginkgo Bioworks CEO and Co-Founder on Automation, AI Data & Biotech’s Reset
    Synopsis: This episode is proudly sponsored by Quartzy. Biotech is undergoing a scientific redesign, and Jason Kelly reveals to host Alok Tayi how automation, AI-ready datasets, and modular lab technologies are reshaping the future of R&D. Jason explains why legacy biopharma data—messy, inconsistent, and lacking metadata—cannot power modern machine learning, and why the industry must generate entirely new, massively standardized experimental datasets to unlock AI’s true potential. He walks through Ginkgo’s evolution from platform partnerships to a next-generation CRO built for AI-driven discovery, offering industrialized functional genomics, mammalian engineering, CRISPR libraries, and high-throughput developability assays at unprecedented scale. Jason also describes how Ginkgo’s reconfigurable automation systems—robotic building blocks that replace 18-month custom builds—are democratizing high-throughput experimentation and making advanced lab infrastructure as flexible as cloud computing. Together, Jason and Alok explore how the fusion of automation and AI can collapse R&D timelines, rewrite cost structures, and enable thousands of new biotech companies to test ideas faster than ever before. For scientists, engineers, and AI practitioners, this episode offers a compelling look at the new scientific architecture emerging at the intersection of robotics, data, and programmable biology. Biography: Dr. Jason Kelly is the co-founder and CEO of Ginkgo Bioworks. He took the company public and raised $1.6B in the largest US biotech public listing to date in 2021. Today the company is pioneering autonomous labs that accelerate bioengineering across biopharma, agriculture, and industrial biotech industries. Jason also previously served as the Chair of the US National Security Commission on Emerging Biotechnology which oversees how advancements in emerging biotechnology will shape current and future activities of the US Department of Defense. Prior to Ginkgo, Jason received B.S. degrees in Chemical Engineering and Biology and a PhD in Biological Engineering all from MIT.
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  • Arun Swaminathan: Coya CEO on Neuroinflammation, BD Strategy & Patient-Driven Biotech
    Synopsis: In a conversation rich with strategic insight, Coya Therapeutics CEO Arun Swaminathan unpacks the intersections of scientific innovation, business development discipline, and capital-efficient execution that define today’s most resilient biotechs. With a 25-year foundation spanning R&D, clinical pharmacology, marketing, and BD, Arun offers investors a rare systems-level lens on how neurodegenerative programs progress from hypothesis to value inflection. Through his dialogue with host Alok Tayi, he breaks down Coya’s differentiated Treg-modulating platform and the data emerging across ALS, FTD, and Alzheimer’s. He explains why Coya’s dual-mechanism approach—restoring regulatory T-cell function while reshaping the neuroinflammatory environment—is uniquely poised to change patient trajectories. Arun also delves into the structural logic behind Coya’s partnership with Dr. Reddy’s, demonstrating how complementary strengths in manufacturing, commercialization, and regulatory strategy can dramatically shift both timelines and capital needs. For investors tracking macro trends, he contextualizes shifting interest rates, pipeline gaps, and rising M&A momentum—and why 2026 may mark the beginning of a healthier biotech cycle. A must-listen for anyone evaluating platform durability, risk mitigation strategies, and next-generation neurodegenerative therapeutics. Biography: Arun Swaminathan, Ph.D., has over 20 years of hands-on healthcare business executive experience with an emphasis on corporate and business development, strategy, and finance. He possesses a demonstrated history of prospecting, evaluating, structuring, and closing company validating transactions that augment both organizational and shareholder value. Prior to joining Coya, Arun served as Chief Business Officer (CBO) for Actinium Pharmaceuticals (NYSE: ATNM) where he was responsible for all business development. Within 1 year of joining Actinium, he successfully moved forward negotiations to closure and executed a $452M deal with $35M upfront. Prior to Actinium, he was the CBO at Alteogen (196170.KQ) where he spearheaded over $6B in deals, including deals with two of the top 10 global pharma companies and a $1B+ deal within the first year of assuming the role of CBO. Prior to this, he co-founded and served as CEO of Lynkogen Inc, a pre-clinical stage biotech. Arun began his career in clinical development and commercial roles of increasing responsibility at BristolMyers Squibb and Covance. He obtained his Ph.D. in pharmaceutical sciences from the University of Pittsburgh.
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  • How Nimbus CEO Abbas Kazimi Builds Resilient Pipelines Through Culture, Rigor & Smart Bets
    Synopsis: Nimbus Therapeutics CEO Abbas Kazimi walks Alok Tayi through the company’s evolving pipeline and playbook for choosing the right risks in a noisy biotech environment. From Werner helicase for MSI-high cancers to a highly selective SIK2 program and GLP-1–adjacent strategies focused on body composition, Abbas details how Nimbus balances rigor, speed, and capital efficiency. He shares candid lessons from pausing and later resurrecting AMPK in partnership with Eli Lilly, the decision to remain modality-agnostic but small-molecule-centric, and the importance of knowing when not to chase the latest fad. Throughout, Abbas returns to a consistent theme: success at Nimbus comes from disciplined target selection, deep collaboration, and a culture that empowers teams to make hard calls in service of patients rather than headlines. Biography: Abbas Kazimi is the Chief Executive Officer of Nimbus Therapeutics. Previously, he served as Chief Business Officer, leading the company’s strategic and corporate development efforts while overseeing business operations. Since joining Nimbus in 2014, he has helped raise over $630 million in equity financing and led transactions totaling more than $8 billion. Notably, Mr. Kazimi spearheaded the $6 billion sale of Nimbus’s TYK2 program to Takeda, the $1.2 billion sale of its MASH (ACC) program to Gilead, and multiple licensing deals exceeding $1.5 billion with partners such as Genentech, Celgene/Roche, and Eli Lilly. Under his leadership, Nimbus has advanced four programs into the clinic, returned over $4 billion to investors, and continues to expand its computational drug discovery and clinical development capabilities. In 2025, Mr. Kazimi joined the board of Unnatural Products (UNP), a biotech company pioneering orally delivered macrocyclic peptides to tackle previously undruggable targets. He also serves on the Editorial Advisory Board for In Vivo magazine, a leading publication offering strategic insights and analysis of the pharmaceutical, biotechnology, medtech, and consumer health industries. Along with his family, he established the Kazimi Family Endowment for Data Science in Oncology at MD Anderson Cancer Center. This endowment reflects their personal commitment to philanthropy and their vision for revolutionizing cancer treatment through data-driven innovation. At the core of Mr. Kazimi’s leadership is a deep sense of purpose—one that seeks to change the trajectory of medical diagnoses where options are limited. The ability to give patients, prescribers, and families a new outlook on life is a powerful responsibility—and one he knows the biopharmaceutical sector has the ability to fulfill. Before Nimbus, he was at Extera Partners, LLC (formerly PureTech Development, LLC), where he provided strategic advisory, supported fundraising, and executed numerous business development transactions. Earlier in his career, he was with JSB-Partners, LP, a specialized investment banking and advisory firm serving biotech and pharmaceutical companies. Mr. Kazimi holds a B.A. from the University of Texas at Austin and an M.S. from Harvard University.
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  • Foresite Capital’s Jim Tananbaum on Biotech Cycles, AI Breakthroughs & Long-Term Value
    Synopsis: Jim Tananbaum, Founder & CEO of Foresite Capital, joins Rahul Chaturvedi to dissect the patterns driving biotech innovation, the role of macroeconomic cycles in venture performance, and how disciplined science fuels enduring investment success. Drawing from three decades across entrepreneurship and venture leadership, Jim reflects on his path from co-founding drug discovery startups with Harvard collaborators to building one of the most respected investment firms in life sciences. He unpacks how interest rate environments shape fund vintages, why AI is emerging as the next transformative platform, and how investors can identify enduring opportunities amid volatility. Their discussion spans valuation compression, AI-driven discovery, CNS and Alzheimer’s innovation, and the geopolitical forces influencing biotech globally. Jim’s perspective offers a masterclass in balancing scientific rigor with strategic foresight — and in positioning capital where breakthrough innovation meets sustainable impact. “Lean into areas where there’s likely to be immense change,” Jim advises — a principle as relevant to biotech investing as it is to shaping the future of healthcare itself. Biography: Jim is the founder and CEO of Foresite Capital, a healthcare investment firm founded in 2011 that has approximately $3.5B in assets under management. Jim assembles the people, ideas, and money needed to launch products that save lives and improve healthcare. During the last three decades, Jim has been a thought partner for some of the fastest-growing companies of their generation, including 10x Genomics (Nasdaq: TXG), Amerigroup (Nasdaq: ANTM), and Jazz Pharmaceuticals (Nasdaq: JAZZ). Jim’s entrepreneurial experience began at Harvard Business School when he co-founded GelTex Pharmaceuticals (Nasdaq:GENZ). With less than $80M in funding, GelTex brought two drugs to market, and the company was acquired in 1999 for $1.4B. Jim was also the founding chief executive of Theravance, Inc. Under his tenure, he raised over $350M. Theravance has since split into two parts, one of which is now part of GSK’s respiratory franchise through a joint venture, Innoviva (Nasdaq: INVA), and the other was spun out into Theravance Biopharma, Inc. (Nasdaq: TBPH). Together, they achieved a market capitalization that exceeded $4B. Jim’s investment experience includes co-founding Prospect Ventures and, earlier in his career, being a partner of Sierra Ventures, where he established its healthcare services investment practice. Jim graduated from Yale with a BS and BSEE in Applied Math and Electrical Engineering/Computer Science. He then earned an MD from Harvard, graduating from the Harvard/MIT HST Program. He also earned an MBA from Harvard while playing rugby.
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  • Geoffrey Duyk, Grove Biopharma CEO, on Polymer Breakthroughs, Intractable Targets & Biotech's Future
    Synopsis: Host Rahul Chaturvedi sits down with Geoffrey Duyk, Chief Executive Officer of Grove Biopharma, for a wide-ranging conversation on navigating today’s biotech macro headwinds and building companies that can translate breakthrough science into real patient impact. Dr. Duyk traces his journey from Harvard/Millennium/Exelixis operator to TPG investor and back to company creation, explaining how board dynamics, capital cycles, and policy shifts shape execution. They dig into why this cycle feels uniquely tough—patent cliffs, reimbursement uncertainty, NIH pressures—and who funds innovation in the meantime. Duyk outlines root causes of R&D inefficiency (misaligned capital vs. 20-year timelines, shaky preclinical predictability, costly trials, underused real-world data) and makes the case for rebuilding public trust and STEM education. Then, a deep dive on Grove Biopharma: precision polymer science that creates antibody-like, fully synthetic, cell-permeable protein mimetics to tackle historically “intractable” intracellular protein–protein interactions. Duyk shares design principles, why modular/orthogonal chemistry matters, predictable pharmacology, and lessons from fundraising and board management—plus why he’s helping grow a Chicago-centered biotech ecosystem. Biography: Geoffrey M. Duyk, M.D., Ph.D. is the Chief Executive Officer of Grove Biopharma. Dr. Duyk has spent 30 years in the biotechnology industry as an entrepreneur, executive, and investor. Most recently, he was the Managing Partner at Circularis Partners, an investment firm he co-founded, focused on advancing the circular economy and promoting sustainability. Prior to that, Dr. Duyk was Managing Director and Partner at TPG Alternative & Renewable Technologies (ART)/TPG Biotechnology. Before joining TPG, Dr. Duyk served as a board member and President of R&D at Exelixis and was one of the founding scientific staff members at Millennium Pharmaceuticals, where he served as Vice President of Genomics. Earlier in his career, Dr. Duyk was an Assistant Professor in the Department of Genetics at Harvard Medical School (HMS) and an Assistant Investigator at the Howard Hughes Medical Institute (HHMI). While at HMS, he served as a co–principal investigator in the Cooperative Human Linkage Center, which was funded by the National Institutes of Health (NIH). Dr. Duyk is a trustee of Case Western Reserve University, where he serves on the executive committee. He previously served on the Board of Trustees of Wesleyan University and the Board of Directors of the Moffitt Cancer Center. He currently serves on the IR&E (Institutional Research and Evaluation) Committee at Moffitt, a key component of its External Advisory Committee (EAC). He was also a member of the Board of Directors of the American Society of Human Genetics (ASHG), and served as its treasurer. He is a member of the Life Sciences Advisory Board at Innovatus Capital Partners and the Scientific Advisory Board (SAB) for Lawrence Berkeley National Laboratory (DOE). Dr. Duyk previously served on the board of the Jackson Laboratory and on numerous NIH advisory committees. He is currently a Senior Advisor at Qiming Venture Partners (USA) and serves on the boards of Enno DC, Oobli, and Melanyze Dr. Duyk earned both his M.D. and Ph.D. from Case Western Reserve University and completed his medical and fellowship training at the University of California, San Francisco (UCSF). While at UCSF, he was a Lucille P. Markey Fellow and an HHMI postdoctoral fellow. He is a fellow of the American Association for the Advancement of Science.
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Biotech2050 Podcast is a think tank chronicling the disruptions changing the biotech industry over the next 50 years.
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