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BioCentury This Week

BioCentury
BioCentury This Week
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  • Ep. 326 - Market Outlook, Biosecure Returns, Biotech M&A
    Biotech’s fourth quarter began with a familiar feeling, with indicators pointing toward an improving public market even as political and regulatory uncertainty has buysiders reluctant to say industry has returned to sustainable growth. On the latest BioCentury This Week podcast, BioCentury’s analysts assess the state of biotech’s public markets. The analysts discuss the Senate’s move to limit access to Chinese CDMOs, the latest developments in the White House’s “most favored nation” drug pricing negotiations, and the U.K.'s attempt to win over pharma companies via adjusting thresholds at NICE. Finally, they analyze a pair of billion-dollar-plus M&A deals: the $4.7 billion deal by Novo Nordisk to acquire liver disease company Akero and the $1.5 billion takeout of in vivo cell therapy company Orbital by Bristol Myers. This episode of BioCentury This Week is sponsored by Evotec.View full story: https://www.biocentury.com/article/657260#biotech #biopharma #pharma #lifescience #drugpricing #MFN00:01  Sponsor Message: Evotec02:12  4Q Markets Preview13:25  China CDMOs24:35  Drug Pricing Deals NHS31:22  Drug Pricing Deals M&ATo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text
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  • Ep. 325 - Pfizer MFN Deal, New Trial Paradigm & Billion $ Fund
    The short-term consequences for Pfizer from its “most favored nation” drug pricing deal with the White House are negligible, but the long-term effects on the industry could be profound and permanent. On the latest BioCentury This Week podcast, BioCentury Washington Editor Steve Usdin discusses why the deal by Pfizer Inc. (NYSE:PFE) changes everything — and nothing — and what’s next in wrangling over drug pricing between industry and the Trump administration. The analysts also discuss PDUFA negotiations between FDA and leaders of BIO and PhRMA, how multi-site IITs could help bridge the academia-industry gap, and how TCG X plans to deploy its new $1.3 billion fund. This episode of BioCentury This Week is sponsored by Evotec.View full story: https://www.biocentury.com/article/657192#biotech #biopharma #pharma #lifescience #financialmarkets #drugpricing #MFN00:01  Sponsor Message: Evotec03:31  Pfizer MFN Deal16:05  PDUFA Reauthorization20:31  Investigator-Initiated TrialsTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text
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  • Ep. 324 - Genmab, GSK and Drug Pricing
    Genmab's $8 billion acquisition of multispecifics company Merus is the Danish biotech’s largest step toward marketing its own pipeline. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the evolution of Genmab, which, for many years, relied on a partnership model that delivered blockbuster revenues but now is making a change as a patent cliff looms.The analysts also assess the tenure of Emma Walmsley the longtime CEO of GSK, and what’s next for the U.K. pharma under incoming CEO Luke Miels. Turning to the U.S., Washington Editor Steve Usdin discusses President Donald Trump’s looming tariff threat on imports of branded drugs, which Usdin says would hurt small biotechs the most. Usdin also analyzes the response of multinational pharmaceutical companies to the president’s demand that they make “most favored nation” price concessions, now that Monday’s deadline has passed. This episode of BioCentury This Week is sponsored by IQVIA Biotech.View full story: https://www.biocentury.com/article/657131#biotech #pharma #deals #FGF21 #MASH #Interleukin5 #asthma #PhRMA #PBM #tarriff #MFN00:01 - Sponsor Message: IQVIA Biotech02:26 - Genmab's Merus Buy09:43 - CEO Switch at GSK17:22 - Trump Tariff Threat21:17 - MFN Drug PricingTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text
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  • Ep. 323 - Agentic AI: From New Targets to the Clinic
    AI is bringing sweeping changes to drug development, from how targets are discovered to optimizing clinical trials to maximize an asset’s chance for success. On a special edition of the BioCentury This Week podcast, IQVIA’s Greg Lever joins BioCentury’s analysts to discuss agentic AI’s short- and long-term prospects to help biotechs discover new targets, predict success in preclinical development, and enhance clinical operations. This episode of BioCentury This Week is sponsored by IQVIA Biotech. View full story: https://www.biocentury.com/article/657086#Biotech #Biopharma #DrugDevelopment #ClinicalTrials #TargetDiscovery #AgenticAI #GraphRAG #DeRisking00:01 - Sponsor Message: IQVIA Biotech01:22 - AI in Biotech05:01 - Machine Learning06:21 - Generative AI and Language Models08:37 - Agentic AI12:43 - AI in Target Discovery23:44 - AI in Clinical Trial DesignTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text
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  • Ep. 322 - Takeaways from BioCentury Grand Rounds Europe
    Is this the U.K.’s moment to capitalize on its biotech ecosystem? That was one of the primary themes discussed at the debut Grand Rounds — Europe conference last week in Cambridge, U.K. BioMarin's James Sabry and Astex's Michelle Jones joined BioCentury’s analysts on a special edition of the BioCentury This Week podcast recorded live at the event to discuss their key takeaways from the two-day conference.Beyond the state of the U.K. biopharma ecosystem, the analysts discussed the meeting’s major science themes, including what’s next for DNA damage repair pathway targets, both inside and outside of cancer; whether obesity should be recast as a brain disease; and the cutting edge of small molecule design.View full story: https://www.biocentury.com/article/657082#UKBiotech #TranslationalMedicine #DrugPricing #GlobalCollaboration #Aging #Biologics #SmallMolecules #Biobanking00:00 - Introduction00:35 - Key Takeaways02:14 - The State of the U.K. Biotech Ecosystem09:01 - Scientific Highlights & Panel Takeaways22:44 - Closing Remarks and Future EventsTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text
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BioCentury's streaming commentary on biotech industry trends, plus interviews with KOLs.For three decades, BioCentury has helped biopharma executives and investors make business-critical decisions and build larger networks with peers across the innovation ecosystem.
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