BioCentury This Week

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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. Ep. 342 - 2026 Biotech Kickoff

    VOR 2 TAGEN

    Ep. 342 - 2026 Biotech Kickoff

    The New Year begins with biotech running along parallel storylines. There’s cause for optimism as the industry’s financing gears have begun to churn again and innovation remains as strong as it has ever been, while there's cause for concern as the world’s most stable, progressive, science-based regulatory system has become unpredictable amid new leadership at HHS, FDA, and NIH. On the first episode of the BioCentury This Week podcast’s seventh year, BioCentury’s analysts assess the state of play for biotech in the U.S., Europe, and Asia. The discussion ranges from recent changes at NIH to what’s next for rare pediatric disease priority review vouchers, and from Europe’s opportunity as FDA enters uncertain terrain to Japan’s evolving biotech landscape. Early bird rates for BioCentury and BayHelix’s fifth East-West Biopharma Summit end Friday. Act now to join investors, dealmakers and innovators in Seoul this March to source innovation from Asia, or accelerate your own pipeline by finding the right Asia partner. View full story: https://www.biocentury.com/article/657978 #BiotechOutlook #FDAUncertainty #GlobalBiotech #RarePediatricDiseasePRV #NIHLeadership 00:00 - Introduction 01:46 - 2026 Outlook 03:56 - Policy Landscape 11:48 - Priority Review Vouchers 15:03 - Global Perspectives 16:57 - Spotlight on Japan 21:55 - European Biotech Opportunities To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    26 Min.
  2. Ep. 341 - BioCentury's '25-'26 Picks. Plus: BioMarin & Biotech ICYMI

    30.12.2025

    Ep. 341 - BioCentury's '25-'26 Picks. Plus: BioMarin & Biotech ICYMI

    This past year was an inflection point for biotech: The markets woke up, M&A and China had strong showings, drug development offered key trends, and new leadership at FDA shuffled the regulatory deck. On the latest BioCentury This Week podcast, BioCentury’s analysts make their picks for the biggest biopharma readouts, deals and regulatory and policy moves of 2025 and what they are forecasting for the year ahead. The analysts also recap biotech highlights of the past two weeks, including the $4.8 billion takeout of Amicus Therapeutics by BioMarin Pharmaceutical. View full story: https://www.biocentury.com/article/657933 #BiotechOutlook2026 #BiopharmaTrends #BiotechMA #FDALeadership #ChinaBiotech 00:00 - Introduction  02:31 - BioMarin's $4.8B Amicus Deal 06:07 - Year-end Biotech Highlights 16:37 - Analyst Picks and Predictions 30:01 - Policy and Regulatory Landscape To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    38 Min.
  3. Ep. 340 - Obesity Data, Kymera & FDA Survey Results

    16.12.2025

    Ep. 340 - Obesity Data, Kymera & FDA Survey Results

    Obesity readouts continue to be hot for biotech with new top-line data from both injectable and oral therapies pushing the boundaries on efficacy. On the latest BioCentury This Week podcast, BioCentury’s analysts break down last week’s readouts from Eli Lilly, Structure  and Wave Life Sciences, and discuss a deal in the space by Pfizer. Lilly reported the latest for its triple agonist contender retatrutide for best-in-class weight loss, while strong Phase IIb data put Structure back in the oral GLP-1 race. Meanwhile, Pfizer added an oral GLP-1R agonist via a deal). Structure and Wave parlayed their data into follow-on cash, as did Kymera after posting data for its STAT6 program KT-621 that hints at a new era for degraders in immunology. The analysts then detailed the results of BioCentury’s industry sentiment survey on FDA, which found that politicization of the agency’s leadership, volatility and uncertainty are casting a long shadow over investor and drug developer sentiment. Finally, they discuss the impact of the congressional stalemate over the U.S. Small Business Innovation Research (SBIR) program. View full story: https://www.biocentury.com/article/657880 #ObesityDrugDevelopment #TargetedProteinDegradation #STAT6 #FDARegulation #SBIRFunding 00:00 - Introduction 01:45 - Obesity Data 12:17 - Kymera's Breakthrough 21:45 - FDA Survey Results 29:41 - SBIR Funding Stalemate To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    33 Min.
  4. Ep. 339 - Biotech M&A, In Vivo CAR Ts & FDA Tumult

    09.12.2025

    Ep. 339 - Biotech M&A, In Vivo CAR Ts & FDA Tumult

    Fueled by cancer, obesity and cardiovascular deals, $1 billion-plus takeouts in biotech are at their highest level in a decade with three weeks to go in the year. On the latest BioCentury This Week, BioCentury’s analysts discuss the rise in large M&A deals and what the trends among the 37 acquisitions say about biopharma dealmaking. The analysts assess first-in-human in vivo CAR T data at the American Society of Hematology meeting from Kelonia Therapeutics, which showcase the promise of the modality and justify the growing pipeline. They also break down readouts from Praxis in developmental and epileptic encephalopathy from the American Epilepsy Society Annual Meeting and from Novo Nordisk, which presented full data at the Clinical Trials on Alzheimer’s Disease meeting on semaglutide’s failure to treat Alzheimer’s disease. Washington Editor Steve Usdin analyzes a roller-coaster week at FDA in which Richard Pazdur resigned as director of FDA’s Center for Drug Evaluation and Research and Tracy Beth Høeg became acting CDER director, a move that Usdin says will prompt staff departures, ease restraints on FDA leaders View full story: https://www.biocentury.com/article/657781 #BiotechMA #CARTTherapy #EpilepsyResearch #AlzheimersDisease #FDA 02:37 - Biotech M&A 06:39 - In vivo CAR T 10:08 - Semaglutide for Alzheimer's 16:17 - Praxis 22:11 - 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

    35 Min.
  5. Ep. 338 - Semaglutide’s Alzheimer’s Miss. Plus: Vaccine Policy, Cell, Gene Therapy Funding

    02.12.2025

    Ep. 338 - Semaglutide’s Alzheimer’s Miss. Plus: Vaccine Policy, Cell, Gene Therapy Funding

    Novo Nordisk’s highly anticipated data for semaglutide in Alzheimer’s dashed hopes that the GLP-1 therapy could become a game changer in the disease. On the latest BioCentury This Week podcast, Executive Editor Selina Koch discusses the Phase III readout including what it says about the mechanism’s use in the neurodegenerative disease, Novo’s decision to skip Phase II and enroll a large patient group in a later stage trial, and what other datasets for GLP-1s in the indication have shown. Washington Editor Steve Usdin explains why FDA’s new vaccine policies, driven by CBER Director Vinay Prasad, could have impacts more far-reaching than expected, including making it more difficult to develop or modify vaccines. And Lauren Martz, Executive Director of Biopharma Intelligence, analyzes the bleak investment outlook for cell and gene therapy companies in the U.S. and why China’s biotech ecosystem offers a glimmer of hope for sponsors of these assets. View full story: https://www.biocentury.com/article/657721 #Semaglutide #GLP1Therapies #VaccinePolicy #CellAndGeneTherapy #AlzheimersResearch 00:00 - Introduction 01:53 - Novo's Alzheimer’s Miss 13:19 - FDA's New Vaccine Policy 19:53 - Funding C> Biotechs To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    30 Min.
  6. Ep. 337 - FDA’s Moving Goalposts & China’s Innovation Arc

    25.11.2025

    Ep. 337 - FDA’s Moving Goalposts & China’s Innovation Arc

    A baffling decision by FDA to issue a complete response letter for a pediatric medicine the medical community stood behind is just the latest example raising concerns that the agency is shifting the regulatory goalposts amid a lack of transparency. On the latest BioCentury This Week podcast, Washington Editor Steve Usdin explains how the absence of advisory committee meetings at FDA is in part to blame for a lack of consistency in decision-making and divergence from decisions taken by other global regulatory agencies. VP and Editor-in-Chief Simone Fishburn then discusses the takeaways from Franck Le Deu’s guest commentary on how China’s biotech ecosystem is evolving, and whether government support for the sector is helping or hindering its overall health. BioCentury’s analysts also discuss whether conventional CRISPR therapies will ever be commercially successful, and what’s next for NLRP3 inhibitors to treat obesity following the first set of Phase II data for the class. We'd also like to invite our listeners to participate in our important survey about their experiences interacting with FDA. To take the survey, please go to BioCentury's FDA Sentiment Survey. This episode of the BioCentury This Week podcast is brought to you by Voyager Therapeutics. View full story: https://www.biocentury.com/article/657698 #FDARegulation #CRISPRTherapies #NLRP3Inhibitors #ChinaBiotech #DrugApproval 00:01 - Sponsor Message: Voyager Therapeutics 01:31 - FDA Sydnexis CRL 07:36 - CDC Vaccine Claims 09:55 - China’s Innovation Arc 16:49 - CRISPR Commercial Viability  26:39 - NLRP3 for Obesity To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    34 Min.
  7. Ep. 336 - Cautious Optimism and M&A Momentum

    22.11.2025

    Ep. 336 - Cautious Optimism and M&A Momentum

    There is cautious optimism around continued M&A momentum and the public equities markets as biotech heads into the New Year. On a special edition of the BioCentury This Week podcast recorded in London during London Life Sciences Week, BioCentury’s Simone Fishburn and Stephen Hansen were joined by a trio of guests to discuss their key takeaways from the week and expectations for next year, including trends in M&A and creative deal structures for business development. The group also discussed the potential for biotech venture investing to make a comeback as a key asset class for LPs, especially in the U.K., as the government continues to encourage pension funds to invest more broadly. The three guests joining BioCentury included Luciana Griebel from law firm Morgan Lewis, James Critchley from PJT Partners, and Carmine Circelli from the British Business Bank. The podcast was recorded Nov. 19 on stage at the Victoria House in London as part of the 3rd Biotech CEO & Investor Reception. BioCentury’s next recording “on the road” will take place on the sidelines of the annual J.P. Morgan Healthcare Conference in San Francisco in January at the 11th East West Healthcare Reception hosted by BioCentury, Panacea Venture and Maytech Global Investments. View full story: https://www.biocentury.com/article/657686 #BiotechMandA #DrugDevelopment #VentureCapital #LifeSciences #LondonLifeSciencesWeek 00:00 - Introduction 02:24 - Market Recovery 08:02 - Growth and Influence 16:24 - Creative Dealmaking 21:40 - Role of CVRs 25:52 - Pension Funds and Venture Capital 30:09 - AI Bubble 34:17 - Accelerating Clinical Trials Morgan Lewis has prepared its materials for this podcast for general informational purposes only. They do not and are not intended to constitute legal advice. This podcast was recorded on Nov. 19. Morgan Lewis does not guarantee the accuracy or timeliness of the information contained in these materials and disclaims any obligation to advise you of any changes in the law. You should always refer to original source documents for complete information and consult directly with an attorney for advice, including on the latest developments in this rapidly changing area of the law. To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    41 Min.
  8. Ep. 335 - Neurology's Coming Inflection Point

    21.11.2025

    Ep. 335 - Neurology's Coming Inflection Point

    Voyager CEO and former head of R&D at Biogen Al Sandrock is more optimistic than ever about the prospect of bringing clinically meaningful solutions to patients with Alzheimer’s disease and other neurodegenerative disorders. The threads of progress are finally coming together, he said in a special episode of the BioCentury This Week podcast. From the first disease-modifying therapies for Alzheimer’s disease, to a growing biomarker toolkit, to an expanding set of genetically validated targets in other neurodegenerative conditions — and, crucially, to delivery vehicles capable of broadly and deeply penetrating the brain — neurology drug development may be poised to accelerate. This episode of the BioCentury This Week podcast is brought to you by Voyager Therapeutics. View full story: https://www.biocentury.com/article/657678 #AlzheimersDisease #AAVGeneTherapy #BloodBrainBarrier #TauTargeting #Neurodegeneration 00:01 - Sponsor Message: Voyager Therapeutics  03:41 - Voyager's Approach to Gene Therapy 15:07 - Alzheimer's Disease 25:25 - Big Biotech to Small Biotech 29:21 - Neurodegenerative Diseases 31:19 - FDA Flexibility To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    40 Min.
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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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