Graig Suvannavejh
Senior biotech analyst, Mizuho
aka Greg Savanovich
“[XBI] +24% year to date ... versus the S&P 500 which stood at +9% year to date, and the NASDAQ Composite which is up 8% ... healthcare more broadly ... up only 6%.”
“previous headwinds at FDA ... given high profile turnover ... at least have turned into tailwinds for the sector.”
“there's an estimate out there of over 300 billion in revenue that is at risk due to patent expirations or losses of exclusivity [so] big global pharma companies are going to need to ... acquire smaller and mid cap biotech companies.”
Graig Suvannavejh
One-line summary: Mizuho senior biotech analyst; host on Biotech Hangout. Sector-state and FDA-posture commentary.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On us-biotech-strategic-technology-offshoring:
"[XBI] +24% year to date ... versus the S&P 500 which stood at +9% year to date, and the NASDAQ Composite which is up 8% ... healthcare more broadly ... up only 6%." — 2026-08-03-podcast-biotech-hangout-episode-191-july-31-2026 (2026-07-31)
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On us-biotech-strategic-technology-offshoring:
"previous headwinds at FDA ... given high profile turnover ... at least have turned into tailwinds for the sector." — 2026-08-03-podcast-biotech-hangout-episode-191-july-31-2026 (2026-07-31)
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On us-biotech-strategic-technology-offshoring:
"there's an estimate out there of over 300 billion in revenue that is at risk due to patent expirations or losses of exclusivity [so] big global pharma companies are going to need to ... acquire smaller and mid cap biotech companies." — 2026-08-03-podcast-biotech-hangout-episode-191-july-31-2026 (2026-07-31)
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