BioCentury This Week

BioCentury Podcasts
BioCentury Podcasts
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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.

  1. 3 hr ago

    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 BioCentury's annual big pharma deals analysis, which found 221 deals over the past 12 months and a clear shift toward disruptive modalities including bispecifics, in vivo CAR Ts, siRNAs, and degraders. In Washington, Steve Usdin reports on MFN drug pricing carve-outs, the pressure on mid-tier biotechs like Vertex, Biogen, and Alnylam, and the looming GLOBE and GARD mandatory pricing models. The episode closes with a remembrance of 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 podcasts@biocentury.com. Reach us by sending a text

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

  2. 1 Sept

    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 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 385 - MFN deals, Lilly takeout, FDA pick Overton

  3. 28 Aug

    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 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 384 - Back to School Special: The global FIH trials race

  4. 25 Aug

    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 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 #DrugDevelopment 00:00 - 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 383 - Moderna, Genentech obesity deal, Trump's FDA pick

  5. 18 Aug

    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 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 382 - Summer’s venture wave; drugging beta-catenin; Capricor & FDA

  6. 11 Aug

    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 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 381 - FIH urgency in the U.S. Plus: federated learning, biotech IPOs

  7. 4 Aug

    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 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 380 - AZ-BMS rumors, Replimune, psychedelics

  8. 28 Jul

    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 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 podcasts@biocentury.com. Reach us by sending a text

    Ep. 379 - Argenx M&A, AI giants and biopharma, catalyst scorecard
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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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