Ep. 386 - Novartis misses, pharma deals analysis, MFN carve-outs

Novartis' pelacarsen Phase III miss has wiped more than $40 billion in market cap and raised questions about whether the problem is target biology, molecule design, or treatment timing. On the latest BioCentury This Week podcast, BioCentury's analysts unpack the fallout for Lp(a) as a cardiovascular target, the implications for siRNA versus antisense, and what Novo Nordisk's halted IL-6 inhibitor trials add to a rough week for cardio drug development. The analysts also review BioCentur...