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. 362 - AACR: Data and de-risking

    قبل ٣ أيام

    Ep. 362 - AACR: Data and de-risking

    Bispecific antibodies and dual-payload antibody-drug conjugates were in the spotlight at this year’s American Association for Cancer Research meeting in San Diego as biotechs unveiled their latest preclinical and first-in-human oncology data. On a special edition of the BioCentury This Week podcast, IQVIA Biotech CMO James Kyle Bryan joins BioCentury’s analysts to discuss what AACR revealed about modalities gaining traction, plus shares his perspective on de-risking clinical development and eliminating the “white space” that delays biotechs’ timelines in the clinic. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech. View full story: https://www.biocentury.com/article/659235 #AACR #BispecificAntibodies #ADC #OncologyData #ClinicalDevelopment  00:01 - Sponsor Message: IQVIA Biotech 01:43 – AACR Early Signals 05:17 – Antibody Innovation 09:22 – Dual Payload ADCs 13:48 – De-Risking Drug Development 19:16 – Looking Ahead to ASCO To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  2. Ep. 361 - Kelonia, Kailera, pyschedelics and T cell engagers

    قبل ٥ أيام

    Ep. 361 - Kelonia, Kailera, pyschedelics and T cell engagers

    The past week has delivered the largest M&A deal ever for a private, venture-backed biopharma, the second-largest follow-on ever for a NASDAQ-traded biotech and what could soon become the largest biotech IPO ever on NASDAQ. On the latest BioCentury This Week, BioCentury’s analysts discuss Eli Lilly's $3.25 billion takeout of in vivo CAR T company Kelonia, the market debut by obesity play Kailera and an upsized follow-on by Revolution on the back of its pancreatic cancer data. The analysts also discuss how autoimmune T cell engagers are diverging from their oncology roots and the potential implications of President Donald Trump’s executive order on psychedelic therapies. BioCentury’s analysts also take time to remember Sofinnova Partners’ Denis Lucquin, father of French biotech. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech. View full story: https://www.biocentury.com/article/659183 #BiotechMA #BiotechIPO #CART #TCellEngagers #PsychedelicMedicine 00:01 - Sponsor Message: IQVIA Biotech 04:20 - Lilly's Kelonia Buy 10:31 - T Cell Engagers 23:07 - Psychedelics Executive Order 35:14 - CBER Director Search 37:37 - Public Markets Roundup 42:14 - Remembering Denis Lucquin To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  3. Ep. 360 - FDA’s FIH plans. Plus: billion-dollar deals, funds

    ١٤ أبريل

    Ep. 360 - FDA’s FIH plans. Plus: billion-dollar deals, funds

    A pathway proposed by FDA to cut the time it takes biopharma companies to get to first-in-human trials is more ambitious than similar policies in Australia, China and the U.K. On the latest BioCentury This Week podcast, BioCentury’s analysts assess the proposal, as well as a concession for the biopharma industry on first-in-human studies in PDUFA reauthorization negotiations with FDA. The analysts also discuss the latest pair of billion-dollar biotech deals: Gilead's $3.2 billion takeout of antibody-drug conjugate company Tubulis and the acquisition of Soleno by Neurocrine for $2.9 billion for its Prader-Willi asset. Finally, BioCentury’s analysts discuss the new $6.3 billion Blackstone Life Sciences fund and the €1 billion vehicle unveiled last week by European VC Jeito Capital. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech. View full story: https://www.biocentury.com/article/659127 #FDA #FirstInHuman #BiotechMergers #BiotechInvesting #LifeSciencesVC 00:01 - Sponsor Message: IQVIA Biotech 03:24 - FDA First-in-Human 11:44 - America First PDUFA Policy 17:43 - Gilead Buying Tubulis 23:41 - Blackstone's New Fund 28:37 - Jeito Capital 30:44 - Parker Institute To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  4. Ep. 359 - 2Q markets preview, tariffs and biotech takeouts

    ٧ أبريل

    Ep. 359 - 2Q markets preview, tariffs and biotech takeouts

    Biotech has been resilient as the financial markets teeter under global volatility. For now, M&A and financings, if not IPOs, are continuing, but will the Mideast conflict halt biotech’s recovery? On the latest BioCentury This Week podcast, BioCentury’s Stephen Hansen breaks down the near-term and long-term outlook for a biotech industry hoping to continue the growth of 2H25. BioCentury’s analysts also discuss the impact of the Trump administration’s tariffs on the biopharma industry and last week’s biggest deals: the pending $6.3 billion takeout of Centessa  by Eli Lilly and the proposed $5.6 billion acquisition of Apellis by Biogen. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech. Register now as a delegate or apply to join the 2026 Presenting Company Class before the 26th Bio€quity Europe May 4-6 in Prague sells out. View full story: https://www.biocentury.com/article/659040 #BiotechMarkets #BiotechMA #GlobalVolatility #DrugPricingPolicy #BiopharmaStrategy 00:01 - Sponsor Message: IQVIA Biotech 05:09 - 2Q26 Preview 17:09 - Pharma Tariffs 24:04 - C-Path Initiative 26:32 - Lilly Deal 32:19 - Biogen Deal To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  5. Ep. 358 - Europe's biotech challenge

    ٢ أبريل

    Ep. 358 - Europe's biotech challenge

    Biotech innovators around the world are finding speed to be the driver for investment and partnering — speed to early human data and speed to de-risk assets. The new momentum from Asia, in particular China, has added a fresh challenge for European biotech on top of falling equity and R&D investment in Europe and a complex drug pricing landscape. On a special edition of the BioCentury This Week podcast on the eve of the 26th Bio€quity Europe conference, EQT Life Sciences' Christoph Broja and Prague Bio CEO Petra Kinzlová join BioCentury’s analysts to discuss the challenges faced by European biotech today and what the best strategy is to compete in this new era. Kinzlová also describes a growing biotech ecosystem in the Czech Republic, which will host Bio€quity Europe May 4-6. View full story: https://www.biocentury.com/article/659002 #EuropeanBiotech #ClinicalDevelopmentSpeed #ChinaBiotech #DrugPricing #BiotechInvestment 01:10 - Bio€quity Europe Preview 04:32 - Czech Innovation Hubs 09:52 - Pricing, Trials, Funding 13:07 - Fixing Trial Bottlenecks 17:49 - Pension Capital and Risk To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  6. Ep. 357 - Deal-O-rama, Gilead and Tallon's U.K. vision

    ٣٠ مارس

    Ep. 357 - Deal-O-rama, Gilead and Tallon's U.K. vision

    A flurry of deals, several with sizable upfront payments, has energized the biotech sector in March. On the latest BioCentury This Week podcast, BioCentury’s Paul Bonanos assesses last week’s deals by Merck, which is laying out $6.7 billion to acquire Terns, and Gilead, which is buying Ouro for about $1.7 billion up front. Gilead’s deal comes as the Foster City, Calif.-based biotech is looking to defend its position in HIV while resetting in inflammation and immunology and growing its oncology footprint through business development. BioCentury’s Lauren Martz analyzes the company’s pipeline following her recent conversation with CMO Dietmar Berger. Turning to the U.K., Editor in Chief Simone Fishburn details her conversation with CEO of MHRA, Lawrence Tallon, regarding what new reforms in the U.K. mean for drug developers and how he views initiatives helping to build the sector and place the U.K. in the race to become a destination for clinical trials. Rates for the 26th Bio€quity Europe May 4-6 in Prague increase after this week. Register now as a delegate or apply to join the 2026 Presenting Company Class before the conference sells out. View full story: https://www.biocentury.com/article/658974 #BiotechMA #BiopharmaStrategy #DrugDevelopment #UKBiotech #ClinicalTrials 00:00 - Introduction 01:09 - Merck Buying Terns 04:31 - Gilead, Galapagos Deal 09:35 - Growing Gilead 19:20 - Tallon's Vision for U.K. Biotech To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  7. Ep. 356 - Arrowhead’s arc. Plus: AI in biotech venture, Synnovation, MFN

    ٢٤ مارس

    Ep. 356 - Arrowhead’s arc. Plus: AI in biotech venture, Synnovation, MFN

    After 20 years of platform building and resets, Arrowhead Pharmaceuticals is making a bid to become a large-cap biotech. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss how the company has built a pipeline and set of enabling technologies that could enable a steep period of value creation based on RNAi. The team then analyzes the $2 billion deal between Synnovation and Novartis for a pan-mutant-selective PI3Kα inhibitor. The analysts also assess where AI is integrating into the biotech venture funnel and provide insights into ultra-rare disease advocacy, FDA’s search for a successor to CBER Director Vinay Prasad, and the Trump administration’s most-favored nation (MFN) drug pricing policy. View full story: https://www.biocentury.com/article/658892 #RNAiTherapeutics #BiotechMA #PI3KAlpha #AIDrugDiscovery #DrugPricingPolicy 00:00 - Introduction 01:14 - Bio€quity Europe 05:33 - Arrowhead 16:49 - Synnovation Novartis 20:00 - AI in Biotech Venture 27:07 - Rare Disease Advocacy 31:22 - MFN Pricing Policy To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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  8. Ep. 355 - Capital market mood, Xenon data, Friedreich ataxia pipeline

    ١٧ مارس

    Ep. 355 - Capital market mood, Xenon data, Friedreich ataxia pipeline

    Biotechs have been pricing follow-ons at a steady pace, with some companies parlaying data into upsized deals, and others even beginning to debut on NASDAQ — but will geopolitical tensions and war in the Middle East scuttle the forward momentum? On the latest BioCentury This Week podcast, BioCentury’s analysts take the temperature of the markets for biotech." They also discuss last week’s late-stage epilepsy data from Xenon Pharmaceuticals, which revived the biotech’s stock and the Kv7 target. And, in a Rare Disease Spotlight, BioCentury’s analysts discuss how Friedreich ataxia is moving into a mechanistic second act, with biotechs pivoting from stabilizing the mitochondrial damage caused by frataxin loss to developing therapies designed to fix the gene itself. View full story: https://www.biocentury.com/article/658810 #BiotechMarkets #EpilepsyResearch #Kv7 #RareDisease #GeneTherapy 00:00 - Introduction 03:23 - Market Sentiment 09:58 - Xenon Phase III Win 18:03 - Friedreich Ataxia Pipeline To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

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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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