A Podcast Discussion on the Trends and Investment Activity in Radiopharmaceuticals and Psychedelics

Guests: Pete Bak and Christian Thienel
Length: 25 minutes

Here at Back Bay we’ve seen a number of notable trends in the radiopharmaceutical and psychedelic spaces playing out over the past couple of years. Increasingly, investors have been asking our opinions and perspectives on these topics.

Our team has written these whitepapers to address industry interest:

The Radiopharmaceutical Renaissance: Radiating Hope in Medicine
Vision of Commercial Success: Investment and Partnering Landscape for Psychedelics

In this episode, Dr. Pete Bak and Christian Thienel talk through the uptick of activity in these focus areas and discuss where the future of radiopharmaceuticals and psychedelics might be heading.

Topics in this podcast include:

• A brief introduction into the history of radiation and radiopharma
• Why the early promise of first-generation radiopharmaceuticals like Zevalin and Bexxar didn’t turn out to be as commercially successful
• Key advancements in manufacturing and production for second-generation products like Xofigo, Lutathera and Pluvicto
• The “theranostic” (therapeutic and diagnostic) potential of radiopharmaceuticals
• The growing investment and R&D support for psychedelics from private companies and academics, especially with the Otsuka and Mindset acquisition for $80M in 2023
• Realities within the new paradigm of novel treatments and patient/provider protocols adhering to the FDA’s Risk Evaluation and Mitigation Strategy
• The evolving nature of the antibacterial space and some notable financing deals, three within two months (Antabio, Clarimedix and Revagenix)

Listen to the full episode here.