Frazis Capital Podcast

Michael Frazis

Subscreve

Partilha

Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.

109 Episódios

#90: HIMS and Most Favoured Nation with Mike and Elle
há 17 horas
38:21
HIMS, NU, MELI, AMD & Aussie Biotech
#89: Anteris CEO on the next generation of heart valves
08/05/2025
1:08:41
Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in over 100 patients, and surgeons are delighted with the results. The market is sleeping on this one...
Não percas um episódio de “Frazis Capital Podcast” e subscrevê-lo na aplicação GetPodcast.
#88: Big tech earnings! Does the market settle?
05/05/2025
28:58
Mike and Ellianna discuss
#87 - Google earnings, and was that a low in semis and biotech?
26/04/2025
24:44
#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss
#86: Mike and Ellianna discuss the latest market moves.
19/04/2025
27:37
Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities in Tech and Healthcare21:18 - Reddit23:54 - Market Dynamics and Short Selling28:54 - Clarity's Market Position and Future Prospects33:43 - Biotech Sector Valuation and Mispricing35:55 - Interest Rates and Economic Implications39:50 - Future Investment Strategies and Growth Opportunities
Clarity Pharmaceuticals, with Dr Alan Taylor
06/04/2025
52:49
00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Short Selling and Market Sentiment12:08 Innovations in PSMA Targeting Agents15:03 Financing Strategies and Market Positioning17:46 Clinical Trials and Sensitivity Improvements21:14 Regulatory Pathways and Market Entry24:00 Future Prospects and Market Dynamics35:30 Market Opportunities and Product Expansion35:59 Advancements in Diagnostics and Treatment39:03 Dose Optimization and Clinical Trials43:59 Patient Responses and Safety Profiles47:02 Future Directions and Phase Three Trials50:59 Navigating the Biotech Landscape52:47 Competitor Analysis and Market Positioning57:57 Innovations in Cancer Treatment
Curing prostate cancer, with research superstar Professor Louise Emmett
30/03/2025
1:01:51
00:00 - Introduction to Radiopharmaceuticals and PSMA03:00 - Current State of PSMA in Prostate Cancer Treatment06:04 - Comparative Analysis: US vs Australia in Radiopharmaceuticals09:02 - Imaging Techniques and Their Impact on Diagnosis12:14 - The Patient Journey: From Diagnosis to Treatment14:56 - Challenges in Sensitivity and Specificity of Imaging17:57 - Post-Treatment Monitoring and Biochemical Recurrence21:09 - Innovations in Radiopharmaceuticals and Future Directions23:57 - Market Dynamics and Regulatory Challenges26:56 - Conclusion and Future of Prostate Cancer Imaging36:05 - Advancements in Targeted Therapies for Prostate Cancer41:12 - The Future of Combination Therapy42:52 - Imaging Innovations in Cancer Detection44:45 - Challenges in Treatment Approval and Reimbursement51:46 - The Role of Multiple Targets in Cancer Therapy54:40 - Exploring New Agents and Their Applications01:00:14 - The Need for Improved Reimbursement Pathways
Equity sell off - the real deal? Strategy update from Michael Frazis
22/03/2025
34:54
Equity sell off - the real deal? Strategy update from Michael Frazis
#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis
26/02/2025
35:41
00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:18 - Defining True Customer Love11:33 - The Future of Hims and Market Dynamics in GLP-1sClarity's Fast-Tracked Approval and Market Response27:06 - Short Selling in CU629:59 - If you want to be valued like a US biotech company, you have to be capitalized like one32:10 - Clarity's FDA trial timeline36:33 - Updates from Nubank and MercadoLibre 40:54 - Customer Love and Explosive Growth44:45 - Identifying Explosive Growth Opportunities52:02 - Influence of Tech Leaders on Market Trends59:30 - Long-Term Perspectives on Semiconductor Growth
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
31/01/2025
44:24
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review

Mais episódios

Descobre o mundo dos podcasts com a app gratuita GetPodcast.

Subscreve os teus podcasts preferidos, ouve episódios offline e obtém recomendações fantásticas.

Frazis Capital Podcast

Michael Frazis

109 Episódios

#90: HIMS and Most Favoured Nation with Mike and Elle

#89: Anteris CEO on the next generation of heart valves

#88: Big tech earnings! Does the market settle?

#87 - Google earnings, and was that a low in semis and biotech?

#86: Mike and Ellianna discuss the latest market moves.

Clarity Pharmaceuticals, with Dr Alan Taylor

Curing prostate cancer, with research superstar Professor Louise Emmett

Equity sell off - the real deal? Strategy update from Michael Frazis

#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis

#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review