The View from the Street: Industry Trends, Strategic Shifts & Navigating Uncertainty

In this edition of the OIS Podcast, a powerhouse panel of investment, banking, and biotech leaders offers unfiltered insights on the current and future state of the ophthalmic industry. Featuring Andrew Gitkin (Leerink Partners), Cameron Taylor (Bank of America), Susan Orr, PhD (Claris Bio), and Anupam Dalal, MD (Acuta Capital), and Dr. Pravin Dugel, Chairman and CEO of Ocular Therapeutix, this session explores how macroeconomic and political shifts—such as RFK Jr.'s FDA rhetoric and rising interest rates—are influencing capital markets, regulatory confidence, and biotech strategy. With humor, candor, and deep expertise, the panel discusses: 🔹The real impact of market volatility and regulatory speculation on investment in early-stage biotech. 🔹Why high-quality innovation still commands attention, even in uncertain times. 🔹How strategic interest in ophthalmology is evolving, and why later-stage assets may be getting more attention. 🔹Why board functionality may be the most underappreciated variable in getting a deal done. 🔹Trends in wet AMD, GA, and the wide-open opportunities in dry AMD and geographic atrophy. If you’re a startup navigating today’s market, an investor looking for the next big breakthrough, or a strategist planning your pipeline, this is one episode you can’t afford to miss. Don’t miss this compelling conversation.

You can listen to The View from the Street: Industry Trends, Strategic Shifts & Navigating Uncertainty online on Radio and Podcast. Open the player on this page to stream the available audio.

The View from the Street: Industry Trends, Strategic Shifts & Navigating Uncertainty is an episode from OIS Podcast by OIS Podcast.

This episode is 31:58 long.

This episode was published on Mar 28, 2025.

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