$200B Patent Cliff, China Deals & Biotech’s Next Big Wave — Robert Darwin from Sidley Austin Breaks It Down

Big Pharma’s about to lose $200 billion in drug revenue — and the race to replace it is reshaping biotech worldwide.On this episode, Robert Darwin, Senior Partner at global law firm Sidley Austin, joins us to explore:Why pharma’s writing massive M&A checks againHow China is emerging as a leading hub for drug innovationEurope’s strengths—and where it still needs to catch upWhat’s stalled IPO markets — and what could kickstart them againWhere the new biotech funding is really coming from (it might surprise you)Plus: Robert offers his straightforward insights on FDA developments, pricing politics, and why today’s science feels straight out of “Star Trek.”If you’re in biotech, finance, or just curious about the industry’s future, this conversation is for you.🎧 Hit play now and stay ahead of the curve.

In this episode, Justin sits down with Jared Holz, Managing Director and Healthcare Equity Strategist at Mizuho, to unpack the brutal truths and bright spots in today’s biotech and healthcare markets. Jared shares candid takes on why biotech has underperformed for over a decade, the dominance of Eli Lilly and Novo Nordisk in the GLP-1 space, and what it’ll take for M&A, AI, and Alzheimer's advances to move the needle.This is a fast-paced, insight-rich conversation from one of Wall Street’s most respected healthcare strategists—essential listening for biotech operators, investors, and IR professionals.Highlights include:Why biotech indices are brokenGLP-1s: Obesity, Alzheimer’s, and cardiovascular upsideM&A trends: Who’s getting bought, and whyHow Big Pharma views China dealsThe reality behind AI in drug discoveryTips for biotech IR and C-suite commsWhat retail investors keep getting wrongThe looming $400B patent cliff opportunity

How do you build a high-value life science tools company that investors want to back—and acquirers need to buy? Dr. Mike Stadnisky, former CEO of Phitonex (acquired by Thermo Fisher) and FlowJo (acquired by BD), shares battle-tested strategies for...✅ Pitch decks that work – Why TAM/SAM/SOM slides are irrelevant (and what to replace them with)✅ Investor psychology – How to structure your cap table for alignment (and avoid dilution traps)✅ Commercialization hacks – Why "get on a plane" beats another Zoom call for critical deals✅ The Thielsen Capital filter – What makes his syndicate write checks (and what gets 600+ startups rejected)If you're raising for a tools, diagnostics, or research tech startup, this is your playbook for moving from science project to scalable business—without wasting years (or equity) on the wrong path.

We discuss her journey into Cendana, discussing fund manager due diligence, portfolio construction, LP investing strategies, and more.

Tim Draper, Billionaire Venture Capitalist and Entrepreneur

🚜 Did you know that the future of China’s economy might depend on the children in its rural villages? Scott Rozelle, a Stanford economist, has spent over 40 years studying the hidden side of China’s rapid growth. While cities like Beijing and Shanghai get all the attention, it’s the rural areas—where 40% of China’s population still lives—that could largely shape the country’s future. 🌾 In our latest podcast episode, Scott shares eye-opening insights about the challenges rural China faces today—like the education gap, the migration of young people to cities, and the potential of a massive economic slowdown if these issues aren’t addressed. 🚶‍♂️🚶‍♀️ 🎧 Want to understand the real story behind China’s economic rise and what it means for the world? Don’t miss this episode.

Astronaut Loral O'Hara shares her incredible experiences living and working in space, conducting groundbreaking experiments on the International Space Station, and her insights into NASA's ambitious goal of reaching Mars. Discover what it's like to be at the forefront of space exploration and the future of human space travel.

Dr. Aubrey de Grey, Chief Science Officer at LEVF.

Ever thought about walking the length of the Amazon? Join me in this episode as we dive into the wild adventures of Ed Stafford, the first person to achieve this epic feat! 🚶‍♂️💨 From surviving treacherous jungles to discovering the mental challenges that come with such a monumental journey, Ed shares his incredible story of perseverance and transformation.🗣️ What drove him to leave a stable life in the UK for a jungle in Costa Rica? 🤔Listen in as Ed reveals the profound lessons he learned, the unexpected friendships formed, and the moments that tested his limits. You won’t want to miss the wisdom he gained while navigating life and death in the heart of the Amazon!👉 Tune in now for a dose of adventure, inspiration, and a unique perspective on embracing risks in life! 🎧✨

Join us as Steve Preda (former founder of an investment bank), an expert in business growth and leadership team coaching, shares actionable strategies to scale effectively and sustainably.