PERSON DIRECTORY
Jake Becraft
Jake Becraft appears in 2 indexed conversations across Biotech Hangout. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Episode 199 - October 16, 2026
Graig SuvannavejhPaul MatteisBrian SkorneyYaron WerberJake Becraft
XBI remains up 20% YTD but fell from 169 to roughly 146 amid biotech’s largest cumulative hedge-fund de-grossing in more than five years.IPO markets remain open but favor clinical catalysts and defensible IP; M&A could restart buying, while Bristol’s low-dose-only significant admilparant result supports LPA1 in IPF but leaves dose response unresolved.
Episode 133 - March 7, 2025
Sam FazeliBrian SkorneyYaron WerberJake Becraft
Biotech’s washout is intensifying: 16 of 18 2024 IPOs trade below issue at a median 61% decline, despite Jake Becraft seeing fundamentals intact.Weak commercialization economics reinforce M&A dependence; Pfizer’s planned BD activity and obesity interest, plus Jazz-Chimerix and AbbVie-Gubra, point to catalysts while Pliant and Biohaven test differentiation.