Agenda for Day 2 - Tuesday December 8, 2026
- Ozan Pamir, CFA - Chief Financial Officer, Niagen Bioscience
Examine how biotech finance leaders are managing runway amid constrained capital markets and investor scrutiny
Explore how CFO responsibilities now extend into HR, IT, investor relations, strategy, and operations
Discuss leadership challenges within lean organizations
Learn how finance executives are balancing strategic leadership with day-to-day execution
Hear career insights from leaders who evolved from controllership or FP&A into enterprise leadership roles
- David Pieters - Vice President, Finance & Corporate Controller, Biotheryx, Inc.
- Will Ater - Chief Financial Officer, Nucleus Biologics
- Ozan Pamir, CFA - Chief Financial Officer, Niagen Bioscience
Biotech companies often face difficult inflection points when market conditions shift, launch assumptions prove too optimistic, capital becomes constrained, or operational plans no longer match the company’s financial reality. This session will examine how finance leaders can identify warning signs earlier, improve forecasting discipline, and guide organizations through strategic course corrections before value is eroded.
Discussion Topics
Identifying early financial, operational, and commercial warning signs before they become larger business issues
Strengthening forecasting, budgeting, board reporting, and scenario planning in uncertain markets
Avoiding common capital allocation mistakes, including overbuilding, delayed pivots, and unrealistic launch assumptions
Managing change, restructuring, and turnaround situations with financial discipline and operational clarity
Building company-wide processes that improve visibility, accountability, and decision-making
CPE Credits Available: 1.0
- Timothy Chen - Director of Financial Planning & Analysis, Exelixis
- Allison Richards - Executive Director, Portfolio Finance, BridgeBio
- Stephen Mullennix - Chief Financial Officer, Plexium, Inc
Understand how §174 capitalization rules are impacting biotech cash planning
Explore collaboration accounting complexities under ASC 808/606
Discuss SEC readiness expectations for pre-IPO biotech companies
Examine equity management, 409A, and §382 considerations that frequently become diligence problems later
CPE Credits Available: 1.0
- Sukhi Thethy - Senior Vice President, Finance and Accounting, Rivus Pharmaceuticals
- Alex Azoy - Chief Accounting Officer, Arcus
This practical session will explore how biotech finance teams are applying AI, automation, and emerging technologies to improve efficiency, accuracy, and visibility across finance, clinical, and operational workflows
Explore how AI and automation are transforming workflows in forecasting, clinical trial accruals, GTN operations, expense reporting, and financial planning
Examine how finance teams can use AI-enabled tools to improve clinical trial budgeting, accrual accuracy, forecasting visibility, and collaboration with clinical operations teams
Learn practical considerations for AI adoption, including IP leakage, data security, audit readiness, compliance concerns, and governance of AI-enabled processes
Identify actionable next steps for evaluating AI use cases, prioritizing high-impact finance workflows, and building adoption strategies that improve productivity without compromising accuracy or control
- Heather Sullivan - Assistant Controller, Exelixis
Explore how to operationalize recent regulatory changes, including practical strategies for adapting to the FASB’s disaggregation standard (DISE), potential impacts on financial reporting and compliance with evolving audit and reporting requirements
Gain insights into leveraging AI tools and ERP systems to streamline processes, enhance accuracy and prepare for commercialization
Hear lessons learned from transitioning from clinical to commercial operations, including inventory management, government pricing and supply chain complexities
Discuss approaches to talent development, workload management and fostering adaptability in lean finance teams
- Heather Sullivan - Assistant Controller, Exelixis
As commercialization models become increasingly complex, finance leaders must navigate a landscape shaped by payer consolidation, pricing pressure, evolving reimbursement pathways, and heightened investor expectations. This closing discussion will explore how leading biotech organizations are preparing for a future where commercial success depends on balancing patient access, affordability, and long-term financial sustainability.
Discussion Topics:
Examine how the IRA, payer consolidation, vertical integration, and growing affordability pressures are reshaping commercialization strategy and portfolio economics
Discuss the increasing intersection of market access, reimbursement, gross-to-net management, and long-range financial planning
Explore how finance organizations are evolving from reporting functions into strategic partners that influence launch readiness, pricing decisions, and commercial execution
Identify the capabilities, data infrastructure, and cross-functional partnerships finance leaders need to thrive in an increasingly complex commercialization environment
Share lessons learned and practical advice for building resilient, growth-oriented organizations amid ongoing market uncertainty
- Mark Kowieski - Chief Financial Officer, Evoke Pharma
