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

    HACE 19 H

    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

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

    24 MAR

    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

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

    17 MAR

    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

    25 min
  4. Ep. 354 - East-West Summit Takeaways

    14 MAR

    Ep. 354 - East-West Summit Takeaways

    Biotechs in South Korea and other regions of Asia outside of China need to lean into innovation to distinguish themselves from their Chinese counterparts. On a special edition of the BioCentury This Week podcast, BioCentury’s analysts are joined by industry guests Ya-Ting Lei and Luther (Ruizhe) Zhao to discuss why the best path for biotechs in Korea and Japan is to lean into target, biology and modality risk, as well as other takeaways from the fifth BioCentury-BayHelix Biopharma Summit, which ran March 9-12 in Seoul and Daejeon, South Korea. Lei is director of BD Asia at Merck KGaA, and Zhao is VP, China clinical analytics at Caidya. View full story: https://www.biocentury.com/article/658776 #AsiaBiotech #SouthKoreaBiotech #BiopharmaSummit #BiotechInnovation #DrugDevelopmentStrategy 00:00 - Introduction 02:32 - Key Takeaways 05:46 - Faster Trials, Better Data 08:19 - Global Diligence, Local Success 15:13 - Cross Border Synergies 17:34 - Korean 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

    26 min
  5. Ep. 353 - Prasad Departure and Future of Fibrosis Therapies

    9 MAR

    Ep. 353 - Prasad Departure and Future of Fibrosis Therapies

    The second ousting of Vinay Prasad from FDA in the past eight months won’t lead to major changes at the agency, other than selecting a successor tasked with keeping FDA out of the news ahead of the coming midterm elections. On the latest BioCentury This Week podcast, Washington editor Steve Usdin lays out why the former CBER director was pushed out at FDA and what’s next for the agency following his departure. BioCentury’s editors also discuss the next wave of therapies for idiopathic pulmonary fibrosis, including whether new candidates might go beyond slowing disease to halt or even reverse progression, the biological complexity that makes fibrosis so challenging, and what the 20-plus Phase II programs could teach the field about fibrosis biology. Also up for discussion were recent clinical wins — as well as more complicated readouts — from psychedelic therapies; plus the latest data updates from obesity treatments, with a focus on amylin agonists. View full story: https://www.biocentury.com/article/658698 #FDA #IdiopathicPulmonaryFibrosis #PsychedelicTherapies #ObesityDrugs #AmylinAgonists 00:00 - Introduction 01:56 - Prasad's Departure 15:27 - Fibrosis Therapies 23:35 - Psychedelics Clinical Catalysts 28:24 - Obesity Updates To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

    37 min
  6. Ep. 352 - A Multipolar Biopharma World; Rare Disease Spotlight

    3 MAR

    Ep. 352 - A Multipolar Biopharma World; Rare Disease Spotlight

    Can a strong U.S. biopharma industry be reconciled with the successful emergence of China? And can China be a catalyst of positive change across the global industry, even if this implies some level of rebalancing away from the U.S.? On the latest BioCentury This Week podcast, BioCentury’s analysts discuss a Guest Commentary by McKinsey Senior Partner Emeritus Franck Le Deu, who argues that a multipolar biopharma world in which the U.S. continues to thrive even as China becomes meaningfully stronger can emerge. The analysts also discuss BioCentury’s latest Rare Disease Spotlight, which focuses on a wave of therapies aiming to activate retinal function in Stargardt disease patients. Turning to FDA, BioCentury Washington Editor Steve Usdin discusses recent public statements by FDA Commissioner Marty Makary, questions about Vinay Prasad’s future, and the plausible mechanism pathway. View full story: https://www.biocentury.com/article/658606  #GlobalBiopharma #ChinaBiotech #RareDisease #StargardtDisease #FDAPolicy  00:00 - Introduction 02:47 - Multipolar Biopharma World 13:39 - Rare Disease Spotlight 25:15 - Makary Remarks 31:14 - Plausible Mechanism Framework 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
  7. Ep. 351 - Gilead's Arcellx Buy. Plus: ctDNA as Surrogate Endpoint

    24 FEB

    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
  8. 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
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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.

Información

  • Canal
    BioCentury Podcasts
  • Creador
    BioCentury
  • Años de actividad
    2020 - 2026
  • Episodios
    367
  • Clasificación
    Apto
  • Copyright
    © 2026 BioCentury Inc. All Rights Reserved.
  • Mostrar sitio web
    BioCentury This Week

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