The Doctor is IN | March 2025

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Mar 211 min read

Patient Death Associated with Sarepta Drug - Stock Plummets

Biotech & Healthcare

Jonathan Poyer

Mar 211 min read

March 2025 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Mar 131 min read

Medicare Advantage Rates Set to Increase. CVS Among Others Benefitting

Biotech & Healthcare

Jonathan Poyer

Mar 62 min read

2 MedTech IPOs as KMTS and ADVB List to the NASDAQ. JAZZ Announces Acquisition of Chimerix for $935M

Biotech & Healthcare

Jonathan Poyer

Mar 61 min read

Meet the Manager: Anna Damato, PhD

Biotech & Healthcare

Jonathan Poyer

Mar 64 min read

Tariffs and Their Potential Impact on Medical Devices

Biotech & Healthcare

Jonathan Poyer

Mar 62 min read

MedTech M&A Outpacing Biotech So Far in 2025. Novartis Acquires Anthos and Cosette Acquires Mayne

Biotech & Healthcare

Jonathan Poyer

Feb 271 min read

Eli Lilly Changes to Zepbound and tirzepatide Should Broaden Access

Biotech & Healthcare

Jonathan Poyer

Feb 261 min read

FDA, HIMS, and GLP-1 Drugs; Compounding GLP-1 No Longer Broadly Allowed. Look at LLY and NOVO.

Biotech & Healthcare

Jonathan Poyer

Feb 251 min read

Health Companies Using DeepSeek's AI Chatbot Hoping for an Edge

Biotech & Healthcare

Jonathan Poyer

Feb 251 min read

The Doctor is IN | February 2025

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Feb 201 min read

February 2025 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Feb 121 min read

Novartis Enters the Acquisition Game Acquiring Anthos Therapeutics for $925M

Biotech & Healthcare

Jonathan Poyer

Feb 122 min read

Robotics Winners and Losers for Q4 - More Winners than Losers as the Sector is Moving

Robotics & Automation

Jonathan Poyer

Feb 31 min read

A Recap of the 2024 Mortgage and Housing Market with A Look Into 2025

Real Estate

Jonathan Poyer

Jan 212 min read

JP Morgan Healthcare Conference Wraps Up. Lots of Questions Even with Solid Earnings and Outlooks

Biotech & Healthcare

Jonathan Poyer

Jan 171 min read

JP Morgan Healthcare Conference Continues as Day 3 Shows ISRG Popping and Medicare Membership Growing 30%+

Biotech & Healthcare

Jonathan Poyer

Jan 171 min read

The Doctor is IN | December 2024

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Jan 161 min read

Health Catalyst Announces Acquisition Plans for Upfront Healthcare and Other JPM Healthcare Conference News

Biotech & Healthcare

Jonathan Poyer

Jan 151 min read