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. 351 - Gilead's Arcellx Buy. Plus: ctDNA as Surrogate Endpoint

    1 DAG SIDEN

    Ep. 351 - Gilead's Arcellx Buy. Plus: ctDNA as Surrogate Endpoint

    Gilead is acquiring Arcellx for $7.8 billion up front three years after forging a partnership with the biotech around a cell therapy for multiple myeloma. On the latest BioCentury This Week podcast, BioCentury’s analysts assess what the deal does for the Foster City, Calif.-based biotech’s pipeline. The analysts also discuss the case for using ctDNA as a surrogate endpoint for early cancer trials. Turning to Washington, Steve Usdin offers his takeaways from last week’s PhRMA Forum, which focused on China and the Trump administration’s most favored nation (MFN) drug pricing policy, and on the lessons that can be drawn from FDA’s about-face on the recent vaccine application from Moderna. View full story: https://www.biocentury.com/article/658516 #BiotechMA #MultipleMyeloma #ctDNA #DrugPricingPolicy #FDA 00:00 - Introduction 02:34 - Gilead's Arcellx Buy 11:14 - ctDNA Surrogate Endpoints 21:59 - PhRMA Forum Takeaways 29:19 - FDA Moderna U-turn 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.
  2. Ep. 350 - Oral SERD Spotlight. Plus: Setbacks at FDA

    17. FEB.

    Ep. 350 - Oral SERD Spotlight. Plus: Setbacks at FDA

    As targeted protein degradation gains momentum, oral selective estrogen receptor degraders are emerging as one of its most advanced proving grounds. On the latest BioCentury This Week podcast, BioCentury’s Lauren Martz assesses how the oral SERD landscape is evolving. Washington Editor Steve Usdin then discusses setbacks at FDA for an orphan therapy from Disc Medicine and a vaccine from Moderna, and why he is calling on life sciences industry leaders to publicly demand the dismissal of Vinay Prasad, FDA’s CSO, CMO, and director of CBER. View full story: https://www.biocentury.com/article/658455 #TargetedProteinDegradation #OralSERDs #OncologyDrugDevelopment #FDASetbacks #CBER 00:00 - Introduction 03:12 - Oral SERD Spotlight 11:40 - Setbacks at FDA 15:12 - Disc Medicine CRL 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.
  3. Ep. 349 - Start-up Spotlight, Compounding Wegovy & Neuropysch

    10. FEB.

    Ep. 349 - Start-up Spotlight, Compounding Wegovy & Neuropysch

    2025 marked the end of a four-year slide in series A financings for biotechs, with 144 biotechs raising an aggregate of $8 billion, up $1 billion from the prior two years. On the latest BioCentury This Week podcast, BioCentury’s Danielle Golovin assesses which companies VCs backed last year and what their investments say about where technology is headed. Washington Editor Steve Usdin offers a perspective on why compounded Wegovy is an assault on the biopharma industry and also explains how the spending bill signed into law last week is a rebuke to proposed White House biomedical cuts. And Executive Editor Selina Koch unpacks her interview on The BioCentury Show podcast with neuroscientist and Seaport Chair Steven Paul, noting that while serendipity drives drug discovery in psychiatry, it’s engineering that gets it across the finish line. View full story: https://www.biocentury.com/article/658367 #BiotechFinancing #SeriesAFunding #VentureCapital #DrugDiscovery #BiopharmaPolicy 00:00 - Introduction 02:15 - Start-up Spotlight 11:03 - Compounded Wegovy 18:10 - Congress Rebuffs Trump Cuts 23:50 - Steve Paul on Neuropsychiatry 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.
  4. Ep. 348 - Biotech's 2026 Catalysts. Plus: China's New Orphan Rules

    3. FEB.

    Ep. 348 - Biotech's 2026 Catalysts. Plus: China's New Orphan Rules

    RNAi and exon-skipping therapies headline the list of regulatory and pivotal data catalysts in 2026, while new lipid-lowering mechanisms, modalities, and precision medicines define cardiovascular disease catalysts this year. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the most important milestones of the year in new modalities, CV and renal diseases. The analysts also discuss a new regulation in China introducing orphan drug exclusivity that could incentivize development of rare disease therapies. Dig into the BioCentury’s catalyst picks and the new China policy below • 2026 Catalysts: The rise of RNAi • 2026 Cardiovascular Catalysts: Lp(a) on the Horizon • 2026 Obesity Catalysts: Launches, readouts and challengers • 2026 Catalysts: Breakthrough progress in renal disease • AZ signals all-in on obesity via CSPC deal for $1.2B up front • China’s orphan drug exclusivity could bolster market, incentivize development View full story: https://www.biocentury.com/article/658286 00:00 - Introduction 02:28 - RNAi and Antisense Therapies 06:37 - Neuromuscular and Musculoskeletal 10:33 - Renal Disease Catalysts 22:26 - China's New Orphan Rules To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    31 min.
  5. Ep. 347 - Speeding China's Innovation. Plus: Neuro Catalysts and Newcos

    27. JAN.

    Ep. 347 - Speeding China's Innovation. Plus: Neuro Catalysts and Newcos

    New rules in China will accelerate the country’s cell and gene therapy sector by reshaping how investigator-initiated trials are conducted and commercialized. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the new framework and why it will create a powerful incentive for deploying new gene and cell therapies. Executive Editor Selina Koch discusses which milestones she is watching in neurology in the year ahead, from psychedelics to Alzheimer's disease. Finally, Senior Biopharma Analyst Danielle Golovin discusses a pair of stories from BioCentury’s Emerging Company Profile series: one focused on Yale spinout Bexorg Inc., which is rethinking CNS drug discovery with a whole-human-brain model, and another on Elkedonia S.A.S., a French start-up aiming at ELK1 to reboot neuroplasticity in depression. View full story: https://www.biocentury.com/article/658189 00:00 - Introduction 03:14 - Speeding China's Innovation 10:36 - Neuro Catalysts 22:01 - Newcos 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. 346 - 2026 Public Markets Preview

    23. JAN.

    Ep. 346 - 2026 Public Markets Preview

    The biotech bull is back, and buysiders believe this market has staying power for the first time in nearly five years. On a special episode of the BioCentury This Week podcast, Director of Biopharma Intelligence Stephen Hansen and colleagues discuss Hansen’s 2026 Public Markets Preview, which found interest rates, policy in Washington and fundamentals finally aligning and a wave of launches and M&A that could keep capital flowing into the sector. View full story: https://www.biocentury.com/article/658154 #BiotechBullMarket #PublicMarkets #BiotechMA #IPOOutlook #FDApolicy 00:00 - Introduction 00:41 - Market Sentiment 07:55 - Biotech's Next Wave 14:47 - Lingering Concerns 23:29 - IPOs 26:47 - M&A To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    31 min.
  7. Ep. 345 - TAC to the Future. Plus: GSK Deal, MFN

    21. JAN.

    Ep. 345 - TAC to the Future. Plus: GSK Deal, MFN

    Next-generation induced proximity technologies are coming of age after a decade of industry focus on PROTACs. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss Senior Biopharma Analyst Danielle Golovin’s four-part analysis of how next-generation targeting chimeras (TACs) are evolving. The analysts assess the $2.2 billion takeout of Rapt Therapeutics by GSK, which gave the pharma an allergy asset that the biotech sourced in China in 2024, and movement in Washington on priority review vouchers, NIH’s budget and the White House’s “most favored nation” drug pricing policy. The analysts also discuss takeaways from their meetings on the sidelines of the J.P. Morgan Healthcare Conference. View full story: https://www.biocentury.com/article/658112 #InducedProximity #TargetingChimeras #BiotechMA #DrugPricingPolicy #JPMHealthcare 00:00 - Introduction  03:17 - JPM Highlights 09:17 - GSK's Acquisition of RAPT 14:46 - Next-Generation Targeting Chimeras 21:41 - MFN and Pediatric PRVs To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    31 min.
  8. Ep. 344 - JPM Momentum and Asia’s Hotbeds of Innovation

    15. JAN.

    Ep. 344 - JPM Momentum and Asia’s Hotbeds of Innovation

    The J.P. Morgan Healthcare Conference kicked off this week with sunny skies over San Francisco and more financial momentum than the biotech industry has seen in years. On a special “on the road” edition of the BioCentury This Week podcast, recorded on the sidelines of the annual JPM conference, special guests joined BioCentury’s analysts to discuss the biotech ecosystems in Asia. The wide-ranging conversation spans dealmaking, including the pricing dynamics of assets in China and RNAi’s prospects of becoming the region’s next hot modality; plus the state of the capital markets, the global implications of “China speed” in the clinic, and what’s changing for start-ups in Japan. Joining BioCentury were Panacea Venture’s James Huang, MayTech Global Investments’ Ingrid Yin, DLA Piper’s Ting Xiao and CBRE’s Matt Gardner. The podcast was recorded at the 12th East-West Healthcare Reception, hosted by BioCentury, MayTech Global and Panacea. View full story: https://www.biocentury.com/article/658081 #JPMHealthcare #AsiaBiotech #ChinaBiotech #RNAiTherapeutics #BiotechCapitalMarkets 00:00 - Introduction 02:02 - Split Screen 2026  05:57 - China's Rapid Progress 08:01 - AI and Biotech 16:58 - Deal Prices 22:56 - Public Markets 28:47 - Innovation Across Asia To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    43 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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