Jefferies Healthcare Conference 2025 - Onyx Roundup | London Life Sciences Week 2025
Capital is available, but only for companies with clean data, clear differentiation, and a believable commercial path.
Onyx @ Jefferies: Lubor Gaal, CFO, Circio
A fully funded pharma study plus multiple R&D collaborations signals rising strategic pull.
Onyx @ Jefferies: David Chang, CEO, Allogene
Cema-cel is already in the pivotal Phase 2 ALPHA3 frontline lymphoma trial, with manufacturing capacity sized for tens of thousands of annual doses (up to ~60,000 across products).
Onyx @ Jefferies: Jon Rees, CEO, MitoRx
The British biotech recently secured a £5.5 million pre-Series A round to advance their lead asset, Myo-004, toward clinical candidate selection.
Onyx @ Jefferies: Ali Pashazadeh, CEO, Treehill Partners
"85% of failures are us having failed the molecule, not the molecule having not delivered."
Onyx @ Jefferies: David Hung, CEO, Nuvation Bio
Nuvation is gaining real momentum after its first FDA approval, with IBTROZI now treating a growing number of patients with ROS1-positive lung cancer.