BioCentury This Week
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- 10. Nov. 2026
Über den Podcast
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.
Folgen 407
Ep. 397 - What the U.S. midterms mean for biopharma
Midterm election results in the U.S. have short-circuited plans to install a Senate-confirmed FDA commissioner and could open a narrow path to bipartisan drug pricing legislation. On the latest BioCentury This …
Shownotes
Midterm election results in the U.S. have short-circuited plans to install a Senate-confirmed FDA commissioner and could open a narrow path to bipartisan drug pricing legislation. On the latest BioCentury This Week podcast, BioCentury’s analysts assess what the results mean for FDA and HHS leadership, user fee negotiations, vaccine regulation, and the prospect of applying most-favored nation pricing to Medicare drug price negotiation.
The analysts also unpack full Phase III data showing pelacarsen failed across all subgroups and what it means for Lp(a) as a cardio target, highlight SITC abstracts on localizing immunotherapy within solid tumors, and discuss argenx’s $550 million upfront buyout of Unnatural Products. This episode of the BioCentury This Week podcast has been brought to you by Tigermed.
View full story: https://www.biocentury.com/article/661519
#BiotechPolicy #FDA #DrugPricing #Cardiovascular #Immunotherapy
0:01 Sponsor Message: Tigermed
5:06 FDA Leadership After Midterms
12:41 HHS and Drug Pricing
17:34 Pelacarsen Readout at AHA
22:31 SITC Abstract Highlights
25:57 argenx’s Peptide Deal
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel (6)
Ep. 396 - China’s first-order innovation
Rising first-in-class innovation, faster IND reviews and deep patient pools are drawing global biotechs to China, even as U.S. outbound investment restrictions loom. In a special edition of the BioCentury This …
Shownotes
Rising first-in-class innovation, faster IND reviews and deep patient pools are drawing global biotechs to China, even as U.S. outbound investment restrictions loom. In a special edition of the BioCentury This Week podcast recorded live at the 13th BioCentury-BayHelix China Healthcare Summit in Shanghai, BioCentury’s Jeff Cranmer, Simone Fishburn and Josh Berlin are joined by Kali Therapeutics CEO Weihao Xu, Charles River’s Matthew Hewitt and Aerska CEO Jack O’Meara to discuss key themes from the event.
The panel assesses what the COINS Act could mean for U.S. investment in China biotech and how investors may adapt, how China’s 30-day IND review and new investigator-initiated trial rules are reshaping clinical strategy, and what dealmaking reveals about the country’s growing first-in-class pipeline. They also preview BioCentury’s East-West Summit in Seoul, March 15-17.
View full story: https://www.biocentury.com/article/661483
#ChinaBiotech #COINSAct #ClinicalTrials #FirstInClass #BiotechPartnering
0:00 Live from China Healthcare Summit
5:20 China's Role in Biotech R&D
9:06 What COINS Could Mean for U.S. Investors
11:37 Faster IND Reviews and New IIT Rules
17:27 First-Order Innovation in China
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel (5)
Ep. 395 - ESMO analysis & Auchincloss proposal
A BioCentury analysis of ESMO first-in-human abstracts finds antibody-drug conjugates outnumbering every other modality, even as payload innovation lags behind target innovation. On the latest BioCentury This …
Shownotes
A BioCentury analysis of ESMO first-in-human abstracts finds antibody-drug conjugates outnumbering every other modality, even as payload innovation lags behind target innovation. On the latest BioCentury This Week podcast, BioCentury's analysts discuss why new targets alone may not be enough to overcome resistance.
Turning to policy, the analysts examine Representative Jake Auchincloss’ Faster Clinical Trials Act, which would embed trials in routine care and expand the NIH's All of Us biobank. They also discuss how U.S. investors are reacting to Treasury's proposed COINS Act rule, including a workaround that pays Chinese licensors on exit instead of with equity, and former FDA Commissioner Janet Woodcock's proposals to make individualized rare disease therapies commercially viable.
View full story: https://www.biocentury.com/article/661405
#ADCs #ClinicalTrials #BiotechPolicy #ChinaBiotech #RareDisease
0:00 Introduction
1:34 ESMO First-in-Human Analysis
10:26 Faster Clinical Trials Act
19:27 COINS Act and NewCos
28:19 Woodcock's Rare Disease Proposals
31:53 Biotech IPO Debuts
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel (6)
Ep. 394 - Security concerns in U.S., China reshaping biotech
Proposed U.S. Treasury rules implementing the COINS Act would bar U.S. equity investments, joint ventures and co-development deals with China biotechs, potentially ensnaring Asia-to-West NewCos while leaving …
Shownotes
Proposed U.S. Treasury rules implementing the COINS Act would bar U.S. equity investments, joint ventures and co-development deals with China biotechs, potentially ensnaring Asia-to-West NewCos while leaving licensing intact. On the latest BioCentury This Week podcast, BioCentury’s analysts assess the rule’s implications for cross-border dealmaking, the competitive opening it may create for European companies, and China’s narrower-than-feared draft export controls on platform technologies.
The analysts also discuss what drew Gilead to pay $1.3 billion up front for stealth Shanghai biotech PepStar’s oral IL-23 peptide, and whether Merck and Moderna’s Phase III melanoma vaccine data clear the bar for adoption.
View full story: https://www.biocentury.com/article/661319
#BiotechPolicy #ChinaBiotech #CrossBorderDeals #NewCos #CancerVaccines
00:00 Introduction
01:31 Treasury's COINS Act Proposal
05:15 NewCos Under COINS
13:20 China's Draft Export Controls
18:39 Pepstar's Gilead Deal
23:24 Merck-Moderna Melanoma Vaccine
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 393 - China trends; Roche, Merck KGaA deals; Arrowhead & tau
Roche’s $15 billion biobucks deal with Hansoh for preclinical ADCs is the latest in a string of China licensing deals carrying unusually large upfronts for early-stage assets. On the latest BioCentury This Week …
Shownotes
Roche’s $15 billion biobucks deal with Hansoh for preclinical ADCs is the latest in a string of China licensing deals carrying unusually large upfronts for early-stage assets. On the latest BioCentury This Week podcast, BioCentury’s analysts assess trends to watch ahead of Shanghai Life Sciences Week, including how new rules have curtailed China’s IIT pathway and a proposed export-control regime that could complicate cell and gene therapy and siRNA deals.
The analysts also discuss Merck KGaA’s $1.3 billion takeout of Silence, Arrowhead’s brain-shuttle tau data and the dose dilemma facing tau-lowering therapies, and whether a preclinical biotech like Isomorphic Labs can justify a $40-50 billion valuation.
View full story: https://www.biocentury.com/article/661224
#ChinaBiotech #siRNA #BiotechMA #DrugDiscovery #DrugDevelopment
0:00 Introduction
1:13 China Trends
9:00 Roche-Hansoh Deal
13:11 Merck KGaA Buys Silence
15:38 Arrowhead's Brain Shuttle
23:40 Isomorphic Labs Valuation
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 392 - Biotech markets: Pause before the storm?
An M&A-fueled first half gave way to third-quarter underperformance for biotech as a short squeeze in Moderna forced specialist funds into selling some quality names and follow-on activity slowed. On the latest …
Shownotes
An M&A-fueled first half gave way to third-quarter underperformance for biotech as a short squeeze in Moderna forced specialist funds into selling some quality names and follow-on activity slowed. On the latest BioCentury This Week podcast, BioCentury’s analysts preview the fourth quarter, where rising bond yields and the U.S. midterms could keep financing and deal activity quiet through year-end.
The analysts also discuss why late-stage misses in Lp(a), IL-6, and Factor XI are pushing developers to rethink secondary prevention trial design, and PhRMA’s lawsuit to block CMS’s Globe Part B model, which could determine whether future administrations can impose international reference pricing without Congress.
View full story: https://www.biocentury.com/article/661134
#BiotechMarkets #DrugPricing #CardiovascularDisease #ClinicalTrials #FDA
0:00 Introduction
1:10 Biotech Market Outlook
11:40 CV Trial Design Rethink
18:24 PhRMA vs. GLOBE
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 391 - China deals, Beam lawsuit, MFN models, Nobel winners
Pharma partnering in China is getting earlier and broader, with Merck & Co., Novo Nordisk and Novartis striking multibillion-dollar deals for assets spanning new modalities and disease areas. On the latest …
Shownotes
Pharma partnering in China is getting earlier and broader, with Merck & Co., Novo Nordisk and Novartis striking multibillion-dollar deals for assets spanning new modalities and disease areas. On the latest BioCentury This Week podcast, BioCentury's analysts assess the trend and why co-development deals could draw scrutiny in Washington.
The analysts also discuss the complexities of Beam's trade secret suit against YolTech, why the GLOBE Medicare pricing model matters more for the precedent it sets than for its savings, and the Nobel Prize for optogenetics as the first therapy based on the technology nears an FDA decision.
View full story: https://www.biocentury.com/article/661028
#ChinaBiotech #DrugPricing #IntellectualProperty #DrugDevelopment #NobelPrize
0:00 Introduction
1:30 China Pharma Deal Trends
11:29 Beam vs. YolTech Lawsuit
20:01 Small GLOBE, Big Precedent
24:05 Nobel Prize & Optogenetics
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 390 - Live from Amsterdam: Grand Rounds Europe takeaways
Mechanisms broad enough to matter across many diseases, from mitochondrial health to the biology of aging, emerged as a defining theme at Grand Rounds Europe in Amsterdam. On a special live edition of the …
Shownotes
Mechanisms broad enough to matter across many diseases, from mitochondrial health to the biology of aging, emerged as a defining theme at Grand Rounds Europe in Amsterdam. On a special live edition of the BioCentury This Week podcast, BioGeneration Ventures' Oskar Slotboom, NautaDutilh's Ruud Smits and Leyden Labs' Dinko Valerio join BioCentury's analysts to discuss women's health and sleep as lenses on disease, and the shift toward prevention.
The panel also weighs the limits of "Frankenstein" multiparatopic molecules and AI-driven discovery, knowledge gaps in autonomous labs, new China first-in-human rules, and what Novartis' Lp(a) miss means for genetically validated targets.
View full story: https://www.biocentury.com/article/660970
#EuropeBiotech #DrugDiscovery #TranslationalMedicine #GeneticTargets #HealthSpan
0:00 Introduction
2:10 Bridging Academia & Industry
14:51 Key Themes
26:02 Toolbox and Biology
31:05 Lp(a) Fallout & Genetic Targets
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 389 - IgA nephropathy, Overton hearing, reverse mergers' new look
Seven global approvals in five years, validated biomarkers and FDA flexibility have turned IgA nephropathy from a neglected rare disease into a crowded field, with Biogen, Novartis, Takeda, Climb Bio and Jade …
Shownotes
Seven global approvals in five years, validated biomarkers and FDA flexibility have turned IgA nephropathy from a neglected rare disease into a crowded field, with Biogen, Novartis, Takeda, Climb Bio and Jade chasing targets such as APRIL, BAFF and CD38. On the latest BioCentury This Week podcast, BioCentury's analysts assess how next-generation therapies are competing on safety and longer dosing intervals.
The analysts also discuss Heidi Overton's FDA commissioner confirmation hearing and lingering questions about her independence, new pharma tariff guidance that leaves exemptions unclear, and how reverse mergers paired with nine-figure PIPEs became a viable IPO alternative. Plus, Merck's $400 million upfront bet on a preclinical KRAS G12C molecular glue.
View full story: https://www.biocentury.com/article/660935
#IgANephropathy #FDA #BiotechIPO #DrugDevelopment #ClinicalTrials
0:00 Introduction
1:30 Grand Rounds: Europe Recap
6:03 IgA Nephropathy Pipeline
14:57 Overton Hearing
22:19 Commerce's Tariff Guidance
24:28 Reverse Mergers' New Look
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 388 - Biotech IPOs, CAR T safety & pharma tariffs
The first biotech IPO in a month, Electra's upsized $350 million offering, fell in its trading debut, testing investor appetite while a wave of reverse mergers showcases an alternate route to NASDAQ. On …
Shownotes
The first biotech IPO in a month, Electra's upsized $350 million offering, fell in its trading debut, testing investor appetite while a wave of reverse mergers showcases an alternate route to NASDAQ. On the latest BioCentury This Week podcast, BioCentury's analysts examine momentum in the biotech IPO market.
The team also unpacks fatal toxicities in Novartis' autoimmune CAR-T trials and what they reveal about manufacturing, dosing and immune biology risks across the modality. In Washington, Steve Usdin previews Heidi Overton's FDA Commissioner confirmation hearing and reports on the persistent uncertainty around pharma tariffs ahead of the Sept. 29 deadline.
View full story: https://www.biocentury.com/article/660870
#BiotechIPO #CARTCell #FDA #PharmaTariffs #DrugDevelopment
0:00 Introduction
02:15 Biotech IPO Market
10:38 Autoimmune CAR-T Safety
21:56 FDA Commissioner Hearing
26:47 Pharma Tariff Uncertainty
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 387 - Psychedelics at FDA, Mike Davis’ CDER & tRNAs
Note: This episode was briefly published with an incorrect audio file, which has since been corrected.FDA is prepared to approve psychedelic therapies for chronic psychiatric disorders before sponsors have …
Shownotes
Note: This episode was briefly published with an incorrect audio file, which has since been corrected.
FDA is prepared to approve psychedelic therapies for chronic psychiatric disorders before sponsors have fully determined how long the effects last or when patients should receive second or subsequent doses. On the latest BioCentury This Week podcast, BioCentury's analysts assess the latest guidance on psychedelics from FDA.
The team also discusses takeaways from Michael Davis' first interview as CDER director, plus preclinical advances positioning suppressor tRNA for Duchenne, cystic fibrosis, and other nonsense-mutation diseases. They also highlight Emerging Company Profiles on BrainChild and Cloverleaf.
View full story: https://www.biocentury.com/article/660792
#Psychedelics #FDA #GeneTherapy #ClinicalTrials #DrugDevelopment
0:00 - Introduction
1:13 - Psychedelics at FDA
10:20 - Mike Davis Leads CDER
22:29 - Suppressor tRNAs Advance
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 386 - Novartis misses, pharma deals analysis, MFN carve-outs
A pair of high profile clinical setbacks has wiped out more than $40 billion in market cap for Novartis, most of which stemmed from the Phase III miss of antisense oligonucleotide therapy pelacarsen. On the …
Shownotes
A pair of high profile clinical setbacks has wiped out more than $40 billion in market cap for Novartis, most of which stemmed from the Phase III miss of antisense oligonucleotide therapy pelacarsen. On the latest BioCentury This Week podcast, BioCentury's analysts unpack the fallout for Lp(a) as a cardio target and whether issues with the target, modality or treatment setting contributed to the therapy's lack of efficacy. The analysts also review BioCentury's annual big pharma deals analysis, which found industry's largest players leaning into disruptive platforms such as bispecifics, in vivo CAR Ts, siRNAs, and degraders. In Washington, Steve Usdin reports on most-favored nation drug pricing carve-outs and policy pressure on mid-tier biotechs – plus the conspicuous lack of U.S. biotechs coming to the table -- pays tribute to the late Peter Barton Hutt, the former FDA Chief Counsel who shaped foundational elements of modern FDA law.
View full story: https://www.biocentury.com/article/660746
#CardiovascularDisease #DrugPricing #BiotechMA #ClinicalTrials #FDA
0:00 - Introduction
1:23 - Novartis Phase III Fallout
18:24 - Annual Pharma Deals Analysis
27:42 - MFN Carve-Outs
32:39 - Remembering Peter Barton Hutt
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 385 - MFN deals, Lilly takeout, FDA pick Overton
Mid-sized biopharma companies are under growing pressure to accept most-favored nation drug pricing deals with the White House. On the latest BioCentury This Week podcast, BioCentury's analysts assess the …
Shownotes
Mid-sized biopharma companies are under growing pressure to accept most-favored nation drug pricing deals with the White House. On the latest BioCentury This Week podcast, BioCentury's analysts assess the trade-offs companies face, the litigation risks around mandatory Medicare MFN pricing demonstrations, and what happens to companies that don't sign on.
The analysts also discuss Eli Lilly's acquisition of Merida, its thirteenth takeout of the year, Heidi Overton's nomination as FDA commissioner and what it signals about FDA independence, and Revolution Medicines' 35-day filing-to-approval timeline under FDA's national priority review voucher pilot.
View full story: https://www.biocentury.com/article/660655
#DrugPricing #FDA #BiotechMA #Oncology #BiopharmaPolicy
0:00 - Introduction
2:14 - MFN Drug Pricing Deals
10:09 - Lilly Acquires Merida
22:22 - FDA Commissioner Pick
30:11 - RevMed's Rapid Approval
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 384 - Back to School Special: The global FIH trials race
China has changed the global narrative on delivering early human clinical data, with a new bar for speed and efficiency. And now drug developers and policymakers around the world have gotten the message and …
Shownotes
China has changed the global narrative on delivering early human clinical data, with a new bar for speed and efficiency. And now drug developers and policymakers around the world have gotten the message and know that this is no time for complacency. On a special edition of the BioCentury This Week podcast, BioCentury's analysts discuss why transformational reform for early clinical development will require rethinking the risk-control paradigm for first-in-human trials. It’s the subject of the 2026 Back to School issue, the 34th edition of an annual analysis that takes on one of the most pressing topics facing the biopharma industry.
View full story: https://www.biocentury.com/article/660629
#ClinicalTrials #FirstInHuman #DrugDevelopment #FDA #BiopharmaPolicy
0:00 - Introduction
6:40 - U.S.
15:09 - Australia
24:00 - China
32:14 - Europe
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 383 - Moderna, Genentech obesity deal, Trump's FDA pick
A Phase III win for a melanoma vaccine from Moderna and Merck & Co. has opened the door to personalized neoantigen vaccines. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the …
Shownotes
A Phase III win for a melanoma vaccine from Moderna and Merck & Co. has opened the door to personalized neoantigen vaccines. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the vaccine’s prospects and the broader implications. The analysts also discuss Roche/Genentech’s deal with Hanmi, which will add to the MNC’s obesity pipeline an asset that the pharma believes could be first in class, and the White House's pick of a Trump loyalist to lead FDA – a move that has revived questions of the agency's independence.
View full story: https://www.biocentury.com/article/660596
#CancerVaccines #Obesity #FDA #Oncology #DrugDevelopment00:00 - Introduction
03:03 - Moderna
11:12 - Genentech obesity deal
15:08 - Trump's FDA pick
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 382 - Summer’s venture wave; drugging beta-catenin; Capricor & FDA
A baker’s dozen of biotechs shrugged off the summer haze to raise nearly $800 million in venture cash. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the financings, which included …
Shownotes
A baker’s dozen of biotechs shrugged off the summer haze to raise nearly $800 million in venture cash. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the financings, which included money for a potential challenger to Amgen’s blockbuster Tepezza and a new venture from immunology professor Georg Schett with backing from Deerfield Management, Boulevard Bio.
The analysts also discuss new approaches to drug cancer’s “undruggable” β-catenin pathway, and whether Capricor’s latest regulatory move will give Duchenne muscular dystrophy therapy deramiocel new life at FDA.
View full story: https://www.biocentury.com/article/660539
#BiotechFinancing #DrugDevelopment #BetaCatenin #DuchenneMuscularDystrophy #Biopharma
00:00 - Introduction
02:18 - Venture Rounds
12:02 - Drugging β-catenin
18:12 - Capricor & FDA
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 381 - FIH urgency in the U.S. Plus: federated learning, biotech IPOs
Pressure is on FDA, policymakers and academic centers in the U.S. to respond to challenges from China, Australia, and beyond to run first in human trials faster and more efficiently. On the latest BioCentury …
Shownotes
Pressure is on FDA, policymakers and academic centers in the U.S. to respond to challenges from China, Australia, and beyond to run first in human trials faster and more efficiently. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss how stakeholders in the U.S. are responding to the challenge.
The analysts also discuss the next frontiers of federated learning in drug discovery and the latest crop of biotech IPOs on NASDAQ, which raised over $1.2B in strong IPO run last week.
View full story: https://www.biocentury.com/article/660433
#ClinicalTrials #BiopharmaPolicy #DrugDevelopment #BiotechIPO #FederatedLearning
00:00- Introduction
01:15 - Academic Centers
10:42 - Policy Picture
15:48 - Grand Rounds Europe Highlights
18:01 - Federated Learning
28:15 - NASDAQ IPOs
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 380 - AZ-BMS rumors, Replimune, psychedelics
Rumors flew this weekend about a mega-merger of AstraZeneca and Bristol Myers — but would such a deal make sense? On the latest BioCentury This Week podcast, BioCentury’s analysts explain why they aren’t buying …
Shownotes
Rumors flew this weekend about a mega-merger of AstraZeneca and Bristol Myers — but would such a deal make sense? On the latest BioCentury This Week podcast, BioCentury’s analysts explain why they aren’t buying it.
The team also discusses what lessons can be learned from the regulatory roller-coaster ride of Replimune’s RP1 vusolimogene oderparepvec and psychedelic therapies’ inflection point in treating depression.
View full story: https://www.biocentury.com/article/660376
#BiotechMA #FDA #Psychedelics #Depression #OncolyticVirus
00:00 - Introduction
00:51 - AZ-BMS Rumors
08:07 - Replimune
20:46 - Psychedelics
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 379 - Argenx M&A, AI giants and biopharma, catalyst scorecard
Argenx the tier-jumping European biotech, believes its proposed $2.2 billion purchase of Forte Biosciences will add a second multi-indication product upon which it can run the strategy that has made autoimmune …
Shownotes
Argenx the tier-jumping European biotech, believes its proposed $2.2 billion purchase of Forte Biosciences will add a second multi-indication product upon which it can run the strategy that has made autoimmune drug Vyvgart efgartigimod alfa a blockbuster. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the deal and put it in the context of a new cohort of large-cap companies increasingly active in biotech M&A.
The analysts also assess how recent releases from Anthropic, NVIDIA, Google, OpenAI and Amazon fit into biopharma R&D workflows — and with one another. Finally, they analyze the 1H26 clinical and regulatory catalyst scorecard, which therapies hit their milestones, which missed, and what’s next through year-end. This episode of the BioCentury This Week podcast has been brought to you by CBRE.
View full story: https://www.biocentury.com/article/660296
#BiotechMA #ArtificialIntelligence #DrugDevelopment #ClinicalTrials #Biopharma
00:01 - Sponsor Message: CBRE
01:57 - BioCentury AI Connector
05:47 - Argenx Acquires Forte
08:06 - Rise of Biotech Buyers
13:12 - AI Giants' Tech Stack
24:20 - Anthropic Enters Drug Development
27:41 - 2026 Catalyst
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 378 - U.K. cabinet shuffle, Taiwan biotech and Biogen data
The departure of U.K. Science Minister Patrick Vallance is a blow for U.K. biotech. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss what Vallance’s exit, the appointment of John Healey …
Shownotes
The departure of U.K. Science Minister Patrick Vallance is a blow for U.K. biotech. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss what Vallance’s exit, the appointment of John Healey as Chancellor of the Exchequer and other changes arriving with the new Prime Minister could mean for life sciences in the country. BioCentury’s analysts also discuss an ambitious U.K. data initiative launched this month. The Health Data Research Service is intended to be a single front door to all NHS health records, offering large-scale longitudinal health data across diverse populations.
Beyond the U.K., the team turns to companies to watch in Taiwan, what’s next for Biogen’s anti-tau therapy, Eli Lilly’s proposed acquisition of psychedelics company AtaiBeckley, and the latest changes at FDA. This episode of the BioCentury This Week podcast has been brought to you by CBRE.
View full story: https://www.biocentury.com/article/660194
#Biotech #LifeSciences #UKBiotech #HealthData #FDA00:01 - Sponsor Message: CBRE
02:23 - U.K. Leadership Changes
09:21 - U.K. Data Initiative
10:52 - Taiwan Biotech
16:44 - Biogen’s Tau Data
27:18 - Lilly’s Psychedelics Takeout
28:20 - FDA
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 377 - Trends in life sciences talent with CBRE's Ian Anderson
After nearly three years of sluggish job growth, hiring is turning a corner in the U.S. life sciences industry, while the talent pool is expanding beyond the sector’s traditional hubs. On a special episode of …
Shownotes
After nearly three years of sluggish job growth, hiring is turning a corner in the U.S. life sciences industry, while the talent pool is expanding beyond the sector’s traditional hubs. On a special episode of the BioCentury This Week podcast, Ian Anderson, senior director, head of U.S. life sciences & healthcare research at CBRE, joins BioCentury’s analysts to discuss the company’s recent report on life sciences talent trends, and how those trends are driving property demand. This episode of the BioCentury This Week podcast has been brought to you by CBRE.
View full story: https://www.biocentury.com/article/660118
#LifeSciences #BiotechJobs #Workforce #LifeSciencesRealEstate #Talent
00:01 - Sponsor Message: CBRE
00:45 - Industry Inflection Point
04:17 - Report Methodology
10:08 - Growth Beyond Big Hubs
15:28 - Capital Markets Signals
18:48 - AI and Space Use
20:50 - Emerging Talent
26:34 - Up-and-Coming Cities
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].Kapitel
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Ep. 376 - M&A momentum: 3Q public markets preview
M&A enthusiasm is carrying biotech amid tepid reception for launches. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss BioCentury’s 3Q26 Public Markets Preview, asking whether M&A …
Shownotes
M&A enthusiasm is carrying biotech amid tepid reception for launches. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss BioCentury’s 3Q26 Public Markets Preview, asking whether M&A momentum can carry biotech through year-end and what happens if the AI trade goes bust?
Editor in Chief Simone Fishburn gives her perspective on what incoming Prime Minister Andy Burnham’s agenda means for U.K. life sciences. The analysts also discuss Ionis’ ATTR-CM miss and Takeda’s orexin program. This episode of the BioCentury This Week podcast has been brought to you by CBRE.
View full story: https://www.biocentury.com/article/660118
#BiotechMA #BiotechInvesting #PublicMarkets #LifeSciences #DrugDevelopment
00:01 - Sponsor Message: CBRE
01:46 - 3Q Market Preview
10:54 - Burnham’s Britain
19:40 - Ionis' ATTR-CM Miss
29:12 - Takeda Orexin Program
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Ep. 375 - Novartis' ADC gambit & regulation as catalyst for U.K. biotech
Novartis is deepening its antibody-drug conjugate capabilities with its $1.1 billion acquisition of U.K. biotech Myricx Pharma. On the latest episode of the BioCentury This Week podcast, BioCentury’s analysts …
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Novartis is deepening its antibody-drug conjugate capabilities with its $1.1 billion acquisition of U.K. biotech Myricx Pharma. On the latest episode of the BioCentury This Week podcast, BioCentury’s analysts discuss how the deal fits with the Swiss pharma’s cancer toolkit.
The analysts then discuss MHRA CEO Lawrence Tallon’s Guest Commentary in BioCentury on making regulation a catalyst for U.K. life sciences and why the primary defeat of Rep. Diana DeGette (D-Colo.) is a setback for FDA reforms. They also assess how single-cell Parkinson’s atlases reveal neuronal and glial disruptions in specific regions and stages, and the thin evidence underpinning Congress’ probe of China trial consent. This episode of the BioCentury This Week podcast has been brought to you by CBRE.
View full story: https://www.biocentury.com/article/660033
#ADC #BiotechMA #ParkinsonsDisease #FDA #ChinaBiotech
00:01 - Sponsor Message: CBRE
01:15 - Novartis Buying Myricx
08:01 - U.K. Regulation
14:44 - DeGette & FDA Reform
21:51 - Parkinson's Atlas Insights
29:39 - China Trials Probe
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Ep. 374 - Parkinson's deep dive & FDA trial reforms
New Parkinson’s disease programs aim to move beyond the historical norm of symptom management, branching into targeted therapeutics and cell therapies. On the latest BioCentury This Week podcast, BioCentury’s …
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New Parkinson’s disease programs aim to move beyond the historical norm of symptom management, branching into targeted therapeutics and cell therapies. On the latest BioCentury This Week podcast, BioCentury’s analysts review the most promising targets and trends shaping the Parkinson’s treatment landscape.
The team then turns to AstraZeneca’s build-out of its obesity portfolio, followed by FDA’s Operation TrialBlazer and what the reforms mean for reducing the time to launch a clinical trial in the U.S. — and whether they can help close the gap with China.
Finally, the analysts review recent FDA reversals of controversial regulatory decisions made under former Commissioner Marty Makary’s leadership and whether companies and investors can expect this reversion to the mean to carry forward.
View full story: https://www.biocentury.com/article/659958
#ParkinsonsDisease #ObesityDrugDevelopment #FDA #ClinicalTrials #DrugDevelopment
00:00 - Introduction
01:40 - Parkinson's New Targets
11:43 - AstraZeneca's Obesity Pipeline
18:37 - FDA's Operation TrialBlazer
27:33 - FDA Leadership Outlook
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Ep. 373 - AbbVie M&A, FDA reversals, a CAR T first
AbbVie's $10.9 billion deal to acquire Apogee will expand its immunology pipeline by delivering assets for atopic dermatitis and asthma. On the latest BioCentury This Week podcast, BioCentury’s analysts …
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AbbVie's $10.9 billion deal to acquire Apogee will expand its immunology pipeline by delivering assets for atopic dermatitis and asthma. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the takeout and the assets AbbVie gains.
The analysts then discuss moves by FDA to reverse controversial setbacks that occurred under the agency’s former leadership and assess Acting CDER Director Michael Davis’ memo outlining how his predecessor repeatedly overruled career staff to quash a drug approval. The analysts also discuss continuing signs of political involvement at FDA.
Finally, they discuss China NMPA’s first-ever approval of a CAR T for solid tumors, satricabtagene autoleucel (satri-cel) from Carsgen.
View full story: https://www.biocentury.com/article/659864
#BiotechMA #Immunology #FDA #CART #ChinaBiotech
00:59 - AbbVie Buys Apogee
05:20 - uniQure U-turn
09:02 - FDA Reversals
12:32 - Tzield Memo
20:53 - Solid Tumor CAR T Approval
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Ep. 372 - Biotech IPOs, Biosecure Act, cachexia pipeline
Biotech IPOs that are getting out remain hot — but will that continue into the fall? On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the market for fresh biotech paper on NASDAQ …
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Biotech IPOs that are getting out remain hot — but will that continue into the fall? On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the market for fresh biotech paper on NASDAQ, including the $770 million debut by Parabilis, the largest IPO in the sector’s history.
The analysts also discuss the Biosecure Act and U.S. policy toward China; the cachexia pipeline; and BioCentury’s updated Innovation Distillery.
View full story: https://www.biocentury.com/article/659773
#BiotechIPO #NASDAQ #BiosecureAct #Cachexia #ChinaBiotech
00:36 - Innovation Distillery
03:56 - Biotech IPOs
10:13 - Biosecure Act, WuXi AppTec
16:03 - Cachexia Pipeline
22:03 - Ouster for RFK Jr.?
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Ep. 371 - Moving faster at the academia-industry interface
Getting into the clinic fast to de-risk assets has become the name of the game in biotech, and at the academia-industry interface, too.From AI to NAMs to starting a Phase I trial in the U.S., BioCentury’s 3rd …
Shownotes
Getting into the clinic fast to de-risk assets has become the name of the game in biotech, and at the academia-industry interface, too.
From AI to NAMs to starting a Phase I trial in the U.S., BioCentury’s 3rd Grand Rounds-U.S. conference brought together academic innovators, biopharma leaders and early-stage investors to debate key bottlenecks in translation and how to make early-stage R&D investible.
Sam Blackman, entrepreneur in residence at GV and co-founder of Day One Biopharmaceuticals, and Aaron Coe, managing director of innovation for the Allen Institute, joined BioCentury’s analysts on stage last week in Seattle for a podcast recording to wrap up Grand Rounds and discuss key takeaways from the event.
Editor’s note: We invite you to join BioCentury and Regional Host Chairs Forbion and BGV at our next edition of BioCentury Grand Rounds, scheduled for Sept. 23-25 in Amsterdam.
View full story: https://www.biocentury.com/article/659729
#TranslationalScience #DrugDevelopment #BiopharmaInnovation #AcademicInnovation #GrandRoundsUS
00:53 - World-Class Regional Hosts
02:56 - Building Grand Rounds Community
05:21 - Two Nobels, One City
07:43 - AI Goes End-to-End
09:47 - The Data Problem
14:12 - AI, Animals, Australia
19:53 - Study Startup Bottlenecks
26:11 - Early Science Investability
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Ep. 370 - Calmer waters for FDA; Servier, Lilly deals
FDA’s new leadership is sailing the agency into calmer waters amid a search for a permanent commissioner and permanent center directors. On the latest BioCentury This Week podcast, BioCentury Washington Editor …
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FDA’s new leadership is sailing the agency into calmer waters amid a search for a permanent commissioner and permanent center directors. On the latest BioCentury This Week podcast, BioCentury Washington Editor Steve Usdin discusses how FDA’s new, interim leaders have changed the tone at the agency and why they are putting medicines derailed under former FDA Commissioner Marty Makary back on track. Usdin also highlights FDA’s new real-time clinical trials initiative.
BioCentury’s analysts then turn to deals, including an analysis of the 20 deals Eli Lilly has done this year; Servier’s move to expand in neurology via BD; and Monday’s billion-dollar deals by Incyte, which will acquire Vega Therapeutics, and Johnson & Johnson, which is buying Firefly Bio.
The team also discusses Grand Rounds U.S., held last week in Seattle, including the conference’s Rising Star prize winner Sylvain Simon of Fred Hutchinson Cancer Center.
View full story: https://www.biocentury.com/article/659699
#FDA #BiopharmaDeals #ClinicalTrials #BiotechMA #GrandRoundsUS
01:23 - Grand Rounds Seattle Takeaways
04:43 - FDA's New Leaders
11:48 - FDA's Real Time Trials Pilot
20:40 - Servier Bets on Neuro
25:33 - Lilly's Deal Spree
30:21 - Dealmaking Roundup
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Ep. 369 - ASCO advances, China innovation & U.S. science under threat
Revolution Medicines continues to impress with more pancreatic cancer data, earning a standing ovation at ASCO over the weekend. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the …
Shownotes
Revolution Medicines continues to impress with more pancreatic cancer data, earning a standing ovation at ASCO over the weekend. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the detailed data for the company’s daraxonrasib, Akeso’s Harmoni-6 readout, as well as other results from the meeting. BioCentury’s analysts then argue that U.S. biotech executives and policymakers should embrace the challenges and opportunities that come with the rise of innovation in China — rather than sticking their heads in the sand. They also discuss why leaders of the U.S.’s biggest drug companies should use their influence to stop an OMB proposal that threatens the foundations of U.S. science. Plus: takeaways from BioCentury's conversation with Alkermes CEO Richard Pops on The BioCentury Show.
View full story: https://www.biocentury.com/article/659629
#ASCO #PancreaticCancer #BiotechInnovation #ChinaBiotech #DrugDevelopment
00:00 - Introduction
01:49 - ASCO: RevMed
06:50 - ASCO: Akeso
16:33 - China U.S. Biotech Rivalry
24:15 - Science Under Threat
36:29 - Richard Pops Takeaways
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Ep. 368 - ASCO Preview, China Policy, ADC Linkers
At ASCO among presentations focused on pancreatic cancer innovation beyond KRAS; however, abstracts for the cancer conference also highlight ADCs, bispecifics and diagnostics that are broadening the field’s …
Shownotes
At ASCO among presentations focused on pancreatic cancer innovation beyond KRAS; however, abstracts for the cancer conference also highlight ADCs, bispecifics and diagnostics that are broadening the field’s approach to the cancer. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss Revolution’s daraxonrasib, other readouts to watch for in pancreatic cancer and what else is on BioCentury’s radar at this year’s American Society of Clinical Oncology meeting.
BioCentury’s analysts also discuss a push by China hawks in Congress to get the Trump administration to invoke national security powers to narrow Chinese life sciences companies’ access to U.S. markets, technology and capital; an initiative by Rep. Jake Auchincloss (D-Mass.) that seeks to modernize how clinical trials are conducted in the U.S.; and a BioCentury analysis on new antibody-drug conjugate linker techniques. This episode of the BioCentury podcast is brought to you by Jeito Capital.View full story: https://www.biocentury.com/article/659581
#Biopharma #ASCO2026 #PancreaticCancer #ClinicalTrials #ADCInnovation00:01 - Sponsor Message: Jeito Capital
02:26 - ASCO Preview
14:24 - U.S. China Policy
22:48 - Modernizing U.S. trials
27:17 - Optimizing ADC LinkersTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].
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