From Black Swan events and Trump’s tariffs to Bitcoin’s future and AI in biotech—this week’s episode of The Lebenthal Report has it all. Returning guest Michael "Macro Mike" LoGalbo brought his expertise on geopolitical risks, inflation, and investment strategies. The discussion covered market volatility, the potential impact of stock buybacks, the rise of sovereign wealth funds, and how investors can navigate uncertainty with gold, oil, and Bitcoin. Don’t miss this deep dive into the forces shaping today’s global economy!
The Lebenthal Report Episode #139: The History of Biotech with Tim Harris
This week on the Lebenthal Report, Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI’s impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech’s early days and today’s AI landscape.
For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book "In Pursuit of Unicorns", which comes out tomorrow, September 17th!
The Lebenthal Report Episode #78: James Geraghty, Author of Inside the Orphan Drug Revolution
This week on The Lebenthal Report we welcome James Geraghty. James Geraghty has been a director of eight NASDAQ-listed biotech companies and chair of five. He’s worked on orphan drugs for over forty years—as a strategy consultant, a CEO, a leader of pioneering international operations at Genzyme, and a venture entrepreneur. As a biotechnology executive, he has been a passionate participant in the orphan drug revolution since its inception. His book, Inside the Orphan Drug Revolution: The Promise of Patient-Centered Biotechnology, is in part a history, with eye-witness accounts of advances as they occurred and portraits of the pioneering scientists and physicians, tireless activists, and visionary business leaders who made the revolution happen.