BioCentury This Week

35:25

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

BioCentury This Week ·

2026/02/24

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 foc...

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26:16

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

BioCentury This Week ·

2026/02/17

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 ...

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33:55

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

BioCentury This Week ·

2026/02/10

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 th...

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31:08

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

BioCentury This Week ·

2026/02/03

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 dev...

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29:48

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

BioCentury This Week ·

2026/01/27

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, Seni...

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30:54

Ep. 346 - 2026 Public Markets Preview

BioCentury This Week ·

2026/01/23

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.c...

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30:33

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

BioCentury This Week ·

2026/01/21

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 p...

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43:19

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

BioCentury This Week ·

2026/01/15

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 prosp...

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25:19

Ep. 343 - JPM Deals, Policy Outlook, Approval Trends

BioCentury This Week ·

2026/01/13

Riding the tailwind of a strong 2H25, the days leading up to biotech’s annual kickoff meeting in San Francisco delivered billions in capital raised and more than two dozen deals announced. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss two of the largest deals announced at the start of the J.P. Morgan Healthcare Conference, a partnership for a bispecific between AbbVie and RemeGen and the launch of “NewCo” AirNexus Therapeutics by Haisco Pharmaceutical and a syndica...

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25:54

Ep. 342 - 2026 Biotech Kickoff

BioCentury This Week ·

2026/01/06

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 p...

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38:15

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

BioCentury This Week ·

2025/12/30

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 t...

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32:50

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

BioCentury This Week ·

2025/12/16

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 t...

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35:21

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

BioCentury This Week ·

2025/12/09

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 t...

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29:46

Ep. 338 - Semaglutide’s Alzheimer’s Miss. Plus:...

BioCentury This Week ·

2025/12/02

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. Wash...

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33:55

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

BioCentury This Week ·

2025/11/25

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 g...

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41:01

Ep. 336 - Cautious Optimism and M&A Momentum

BioCentury This Week ·

2025/11/22

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 dis...

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40:11

Ep. 335 - Neurology's Coming Inflection Point

BioCentury This Week ·

2025/11/21

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 targ...

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36:04

Ep. 334 - Pazdur’s New FDA Role, SITC & China RNAi

BioCentury This Week ·

2025/11/18

Richard Pazdur took the top job at FDA’s Center for Drug Evaluation and Research after receiving vows that he would be leading CDER free from political interference. On the latest BioCentury This Week podcast, BioCentury's analysts discuss the issues that could prove to be flashpoints between Pazdur and the heads of FDA and HHS, including personnel, RSV mAbs, puberty blockers and SSRIs. BioCentury's analysts assess bispecific innovation at the annual meeting of the Society for Immunotherapy o...

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45:39

Ep. 333 - Is This Korea’s Biotech Moment?

BioCentury This Week ·

2025/11/13

Today’s South Korean biotechs have a risk-on mentality, a willingness to partner, and strategies focused on globalization. On a special edition of the BioCentury This Week podcast recorded at Venture Café Cambridge, BioCentury is joined by a quartet of investors and executives with deep knowledge of Korea’s life sciences ecosystem to discuss Korea biotech’s push to globalize and the opportunities in the country for Western companies. The four guests joining BioCentury were Aram Hong, CEO of K...

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28:03

Ep. 332 - Obesity in Focus. Plus: What’s Next for FDA

BioCentury This Week ·

2025/11/11

With ObesityWeek yielding eye-catching amylin data and a bidding war that ran to $10 billion for Metsera, weight loss companies were center stage in biotech last week. On the latest edition of the BioCentury This Week podcast, BioCentury’s analysts explained why Pfizer's victory for the start-up over European rival Novo Nordisk doesn’t necessarily mean a broader U.S. policy shift against foreign acquisitions of domestic biotechs. Turning to ObesityWeek readouts, they discuss Eli Lilly's data ...

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