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BioCentury This Week: Daily Summaries Delivered
by BioCentury
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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- 2 days ago33 min
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 Week podcast, BioCentury's analysts discuss the findings and Representative Jake Auchincloss' Faster Clinical Trials Act, which would embed trials in routine care and expand the NIH's All of Us biobank. The analysts also discuss how U.S. investors are reacting to Treasury's proposed COIN...
- 1 weeks ago33 min
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 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. Th...
- 2 weeks ago30 min
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 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’...
- 3 weeks ago24 min
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 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 de...
- Oct 6, 202630 min
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 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 preceden...
- Sep 30, 202634 min
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 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 "Frankenstei...
- Sep 29, 202637 min
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 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 li...
- Sep 22, 202632 min
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 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, S...
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About BioCentury This Week
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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