The RTW Podcast

By: RTW Investments LP
  • Summary

  • We’re witnessing a healthcare revolution, as medical and science innovations transform the lives of millions. Join as we speak to bright scientific minds, inspiring company founders and healthcare champions that are driving this exciting period of scientific discovery.

    Subscribe to catch each episode as it goes live.

    The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

    RTW Investments, LP 2023
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Episodes
  • Changing Minds: Psychedelics as Legitimate Medicine
    Apr 7 2025

    If you’re dismissing psychedelics in pharma, think again. Stephanie Sirota and Connor Williams discuss overcoming stigma and regulatory challenges, and the results of a recent clinical trial that could signal a new era for mental health care.

    PODCAST TEAM

    Producer: Devon Leaver

    Editor: Dominique Guerra

    Featuring: Connor Williams, Senior Researcher at RTW Investments, moderated by Stephanie A. Sirota, Partner and Chief Business Officer at RTW Investments.

    Stay tuned for a deep dive into psychedelics with the CEO of GH Research, Dr. Velichka (Villy) Valcheva, moderated by Connor Williams.

    FOLLOW US

    Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights.

    To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms.

    CHAPTERS

    00:00 - Introduction

    00:21 - The development of psychiatric drugs

    03:29 - Treatment resistant patients in the U.S. and the international market

    05:50 - The need for new depression treatment drugs

    08:05 - The rise of psychedelics & the impact of regulations and policies

    13:58 - New areas of study in psychedelics

    14:43- The valuation of psychedelics and what it means for investors

    17:53 - Discovering GH Research and its novel approach to TRD

    22:11 - Outro and disclaimer

    DISCLAIMER

    This interview was given by Connor Williams, Senior Researcher at RTW Investments, and moderated by Stephanie A. Sirota, Partner and Chief Business Officer at RTW Investments. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.

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    23 mins
  • Inside the clinic: GLP-1s with Dr. Rekha B. Kumar
    Jan 22 2025

    Dr. Rekha Kumar, Chief Medical Officer at Found, and Stephanie Sirota explore Rekha’s rise from academia, and her passion for obesity medicine. As new weight management therapies emerge, Rekha emphasizes the importance of lifestyle changes to maximize their potential.

    PODCAST TEAM

    Producer: Devon Leaver

    Editor: Dominique Guerra

    Featuring: Dr. Rekha B. Kumar, moderated by Stephanie Sirota.

    Don't forget to listen to part one of Stephanie's discussion on GLP-1s with Rod Wong, Managing Partner and Chief Investment Officer at RTW.

    FOLLOW US

    Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights.

    To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms.

    CHAPTERS

    00:00 - Introduction

    00:38 - Dr. Rekha Kumar’s journey into obesity medicine

    04:18 - Establishing Found and treating obesity patients

    08:56 - Telehealth and its impact on obesity treatment

    12:59 - Understanding how GLP-1s work

    17:18 - Obesity as an area of study in medicine

    18:47 - Thoughts on the future of obesity medicine

    20:02 - Outro

    DISCLAIMER

    This interview was given by Dr. Rekha B. Kumar, endocrinologist, obesity medicine specialist, and Chief Medical Officer at Found, and moderated by Stephanie Sirota, Chief Business Officer and Partner at RTW Investments. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

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    21 mins
  • The $1 trillion GLP-1 revolution with Rod Wong
    Jan 6 2025

    Rod Wong and Stephanie Sirota delve into the transformative potential of GLP-1 drugs, focusing on their impact on obesity and related diseases. Rod shares his insights into the next generation of obesity therapies and the opportunities they present for innovation and investment in the biotech sector.

    PODCAST TEAM

    Producer: Devon Leaver

    Editor: Dominique Guerra

    Featuring: Rod Wong, moderated by Stephanie Sirota, Chief Business Officer, and Partner at RTW Investments.

    Stay tuned for part two of our discussion on GLP-1s where we welcome Dr. Rekha B. Kumar to the studio at RTW HQ.

    FOLLOW US

    Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights.

    To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms.

    CHAPTERS

    00:00 - Introductions

    00:39 - Understanding the importance of GLP-1s

    02:27 - GLPs in the cycle of obesity drug development

    05:13 - Public and private company interest in obesity drugs

    06:58 - Cost benefits of GLP-1s and their Impact on the healthcare system

    10:30 - The value of GLP-1s in the investor space

    12:36 - GLP-1s in the international market

    16:12 - The expansion of large companies into GLP-1s

    18:35 - Thoughts on recent investments and the potential of Kailera Therapeutics

    19:52 - Outro and disclaimer

    DISCLAIMER

    This interview was given by Rod Wong, Managing Partner and Chief Investment Officer of RTW Investments, and moderated by Stephanie Sirota, Chief Business Officer, and Partner at RTW Investments. Statements reflect RTW’s views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results.

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    21 mins
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