Josh Schimmer
Biotech analyst
“Endo is one of my favorite spaces because there's essentially no target risk, there's very little in the way of competitive dynamics, there's large unmet medical needs.”
“For the time being it looks like it's going to remain a three way market battle between Bridge, Alnylam and Pfizer, with Bridge and Alnylam really picking up the most market share with more differentiated product profiles.”
Josh Schimmer
One-line summary: Biotech analyst on Biotech Hangout; covers rare-endo and TTR; the 'endo has no target risk' thesis.
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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 rare-endo-vertical-to-neurocrine-vertex:
"Endo is one of my favorite spaces because there's essentially no target risk, there's very little in the way of competitive dynamics, there's large unmet medical needs." — 2026-07-10-podcast-biotech-hangout-episode-188-july-10-2026 (2026-07-10)
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On eplontersen-failure-to-alnylam-silencer-consolidation:
"For the time being it looks like it's going to remain a three way market battle between Bridge, Alnylam and Pfizer, with Bridge and Alnylam really picking up the most market share with more differentiated product profiles." — 2026-07-10-podcast-biotech-hangout-episode-188-july-10-2026 (2026-07-10)
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