# Biotech euphoria driven by fundamentals Page: https://stenobird.com/podcast/investing-experts-5798955/biotech-euphoria-driven-by-fundamentals Text version: https://stenobird.com/podcast/investing-experts-5798955/biotech-euphoria-driven-by-fundamentals.md Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955) Published: 2026-07-08T17:45:02+00:00 Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:biotech_euphoria Audio file: https://api.spreaker.com/download/episode/72872095/jonathan_f_ie_7_8_7_8_26_10_26_am.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/biotech-euphoria-driven-by-fundamentals Duration seconds: 1815 ## Resource Jonathan Faison, who runs ROTY Biotech Community , says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector ETFs and metrics to focus on (7:00) Bullish on Journey Medical (14:40) Show Notes: Vertex to acquire Crinetics Pharmaceuticals in $10B deal Making Money In Biotech Stocks Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/biotech-euphoria-driven-by-fundamentals/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investing-experts-5798955/biotech-euphoria-driven-by-fundamentals.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.