NEW YORK — As biotech speeds through a make-or-break September, a gaggle of banking conferences brought investors here this week, in hopes of separating the lucrative ideas from the lost causes.

We came, too, stalking the conference hallways (and open bars) in markedly less expensive clothing to take the pulse of biotech financiers in the middle of a hugely important time for the sector. Here, some scattered observations on biotech’s hottest topics:

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