Biotech’s Balancing Act: Calm FDA, Crowded Shorts, and Old Ghosts

In this month’s episode of The Biotech Capital Compass, Hartaj Singh checks in from rainy North Carolina to explore the biotech sector’s latest sentiment swings—and why it may not all be doom and gloom.

First up: the FDA’s new commissioner isn’t causing the chaos some expected. Across 1Q25 earnings calls, companies consistently reported “business as usua…