BioCentury This Week

27:56

Ep. 331 - Metsera M&A Melee & Tidmarsh Ouster

BioCentury This Week ·

2025/11/04

Novo Nordisk’s unsolicited $8.5 billion bid for Metsera has thrown a wrench into Pfizer’s plans to return to the obesity race via its acquisition of the New York-based start-up. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the details of the competing bids and what’s at stake for the pair of suitors. The analysts also assess the reasons behind the abrupt departure of Center for Drug Evaluation and Research Director George Tidmarsh from FDA and a surge in activity ...

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43:15

Ep. 330 - China's Innovation Moment

BioCentury This Week ·

2025/11/01

China is setting a new bar for the speed of clinical development and redefining the time it takes an asset to get to the clinic. On a special edition of the BioCentury This Week podcast recorded on stage at the 12th BioCentury BayHelix China Healthcare Summit in Shanghai, BioCentury's Simone Fishburn argued that China’s emerging new standard for swift entry to the clinic could upend the bottleneck of translational development and usher in a new paradigm that could have a “massive impact globa...

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31:23

Ep. 329 - Novartis' $12B Avidity Buy. Plus: Base Editors

BioCentury This Week ·

2025/10/28

Novartis’ biggest deal in more than a decade gives the Swiss pharma three programs for muscular dystrophies that are close to the finish line. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the $12 billion deal for Avidity in the context of Novartis’ recent acquisitions and the antibody-oligonucleotide conjugate platform it is gaining. The team dives into RNA versus DNA modalities, noting antisense and siRNA approaches appear to be gaining traction with major pharma...

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33:59

Ep. 328 - Brain Shuttles, GSK Q&A and FDA Vouchers

BioCentury This Week ·

2025/10/21

Next-generation platforms and technologies are getting closer to cracking one of biopharma’s biggest problems: delivering medicines, and mAbs in particular, to the brain. On the latest BioCentury This Week podcast, BioCentury’s Selina Koch details the latest innovations in blood-brain-barrier shuttles and how the technologies could transform the treatment of neurological diseases. BioCentury’s Lauren Martz discusses her conversation with Tony Wood, CSO of GSK, which included the pharma’s stra...

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23:06

Ep. 327 - Where Gene & Cell Therapy Go Next With...

BioCentury This Week ·

2025/10/16

It’s been a tough year for cell and gene therapy — patient deaths, high-profile companies pulling out of the space, and sour investment sentiment. But the field has had some promising readouts in the clinic recently, and it continues to mature, showing steady progress despite challenging market conditions. On the latest BioCentury This Week podcast, Evotec’s Bernd Mühlenweg joins BioCentury’s analysts to give his view of the field and offer takeaways from this month’s Cell & Gene Meeting ...

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36:01

Ep. 326 - Market Outlook, Biosecure Returns, Biotech M&A

BioCentury This Week ·

2025/10/14

Biotech’s fourth quarter began with a familiar feeling, with indicators pointing toward an improving public market even as political and regulatory uncertainty has buysiders reluctant to say industry has returned to sustainable growth. On the latest BioCentury This Week podcast, BioCentury’s analysts assess the state of biotech’s public markets. The analysts discuss the Senate’s move to limit access to Chinese CDMOs, the latest developments in the White House’s “most favored nation” drug pric...

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30:11

Ep. 325 - Pfizer MFN Deal, New Trial Paradigm &...

BioCentury This Week ·

2025/10/07

The short-term consequences for Pfizer from its “most favored nation” drug pricing deal with the White House are negligible, but the long-term effects on the industry could be profound and permanent. On the latest BioCentury This Week podcast, BioCentury Washington Editor Steve Usdin discusses why the deal by Pfizer Inc. (NYSE:PFE) changes everything — and nothing — and what’s next in wrangling over drug pricing between industry and the Trump administration. The analysts also discuss PDUFA ...

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28:45

Ep. 324 - Genmab, GSK and Drug Pricing

BioCentury This Week ·

2025/09/30

Genmab's $8 billion acquisition of multispecifics company Merus is the Danish biotech’s largest step toward marketing its own pipeline. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the evolution of Genmab, which, for many years, relied on a partnership model that delivered blockbuster revenues but now is making a change as a patent cliff looms. The analysts also assess the tenure of Emma Walmsley the longtime CEO of GSK, and what’s next for the U.K. pharma under i...

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29:05

Ep. 323 - Agentic AI: From New Targets to the Clinic

BioCentury This Week ·

2025/09/25

AI is bringing sweeping changes to drug development, from how targets are discovered to optimizing clinical trials to maximize an asset’s chance for success. On a special edition of the BioCentury This Week podcast, IQVIA’s Greg Lever joins BioCentury’s analysts to discuss agentic AI’s short- and long-term prospects to help biotechs discover new targets, predict success in preclinical development, and enhance clinical operations. This episode of BioCentury This Week is sponsored by IQVIA Biot...

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30:24

Ep. 322 - Takeaways from BioCentury Grand Rounds Europe

BioCentury This Week ·

2025/09/23

Is this the U.K.’s moment to capitalize on its biotech ecosystem? That was one of the primary themes discussed at the debut Grand Rounds — Europe conference last week in Cambridge, U.K. BioMarin's James Sabry and Astex's Michelle Jones joined BioCentury’s analysts on a special edition of the BioCentury This Week podcast recorded live at the event to discuss their key takeaways from the two-day conference. Beyond the state of the U.K. biopharma ecosystem, the analysts discussed the meeting’s m...

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48:00

Ep. 321 - Pfizer’s Obesity Play & U.K. in Focus

BioCentury This Week ·

2025/09/23

A takeout that could be worth as much as $7.3 billion has Pfizer back in the obesity drug development race. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss Pfizer’s acquisition of Metsera and its obesity assets. Plus: Editor in Chief Simone Fishburn gives a recap of BioCentury’s Grand Rounds — Europe meeting, which included a fireside chat with Patrick Vallance on the state of the life sciences ecosystem in the country. The BioCentury analysts also assess the state o...

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29:33

Ep. 320 - U.K. Biotech, U.S.-China, Insmed

BioCentury This Week ·

2025/09/16

Merck's announcement that it is moving its R&D out of the U.K. highlights concerns about the country’s life sciences policies. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the life sciences ecosystem in the U.K., including MHRA CEO Lawrence Tallon’s plans to create a world-class regulatory environment. They also discuss a bill passed by the U.S. House of Representatives that would end most U.S.-China academic research collaborations, and the recent success of ...

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28:06

Ep. 319 - David Baltimore’s Legacy, Atlas Fund, MASH...

BioCentury This Week ·

2025/09/09

Molecular biologist and Nobel Prize winner David Baltimore made foundational contributions to the biopharma industry and was the essential figure behind such research institutions as the Whitehead Institute for Biomedical Research and the Broad Institute. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the legacy of Baltimore, who passed away this past weekend at 87. The analysts also discuss Atlas Venture’s new $400 million opportunity fund, the clinical development...

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32:04

Ep. 318 - Newco Takes on CV Risk. Plus: Disrupting...

BioCentury This Week ·

2025/09/03

Two veteran biotech leaders are launching a new company with ambitions in the cardiovascular disease space. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the debut of Corsera Health, a biotech led by John Maraganore and Clive Meanwell that is developing an AI-guided early risk assessment tool alongside dual-acting therapy that could stave off heart disease. The team then discusses how FDA has been quietly positioning itself to disrupt the childhood vaccine schedule...

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24:12

Ep. 317 - Biotech IPOs, FDA-Stealth & Patent Threat

BioCentury This Week ·

2025/08/26

There’s been a rare IPO filing on NASDAQ as LB Pharma looks to test the market during a year that has seen little activity among U.S. biotechs even as green shoots continue to appear on the Hong Kong stock exchange. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the market for biotech IPOs on NASDAQ and in Hong Kong. The analysts then assess FDA’s about-face on Stealth BioTherapeutics' Barth syndrome therapy, putting the decision in the context of a changing regulat...

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29:01

Ep. 316 - Trends in Pharma Deals

BioCentury This Week ·

2025/08/19

BioCentury’s third annual analysis of pharma company deals finds that bispecifics and degraders are in, cell and gene therapies are out, and China is bringing much more than me-too assets to cross-border deals. On the latest BioCentury This Week podcast, BioCentury’s analysts assess a year’s worth of deals between pharmas and biotechs to tease out emerging trends. The analysts also discuss last week’s FDA approval of a vector-based immunotherapy from Precigen to treat a rare respiratory disea...

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33:32

Ep. 315 - China Speed: Data, Deals, First in Class

BioCentury This Week ·

2025/08/14

Dealmaking between Western and Chinese biopharmas has been one of the year’s bright spots, as a maturing biotech landscape in China converges with Western demand for innovative assets, driving record deal flow. At the same time, the Hong Kong stock exchange has emerged as the hottest market for biotech IPOs, at a time when the NASDAQ window remains shut. These themes will be in the spotlight at the 12th BioCentury-BayHelix China Healthcare Summit Oct. 22-24 in Shanghai. On this special editio...

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39:22

Ep. 314 - Prasad, Lilly Obesity, Acadia & Biosecure

BioCentury This Week ·

2025/08/12

Phase III data from Lilly’s orforglipron in obesity fell short of investor expectations, but they appear to be enough to obtain approval and wide use. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss why the first-in-class oral small molecule GLP-1R agonist’s clean safety profile and clear manufacturing advantage over oral peptides give the product a leg-up in the market. They then discuss Vinay Prasad’s return to FDA after a brief hiatus, the revamped strategy of 32-...

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33:29

Ep. 313 - Lessons from FDA's Prasad. Plus: What's...

BioCentury This Week ·

2025/08/05

The ouster of Vinay Prasad after three months running FDA’s Center for Biologics Evaluation and Research could signal a reset is ahead for CBER. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss what the latest shakeup at the regulatory agency says about what’s next for FDA. The analysts also assess two leading European pharmas: obesity and diabetes company Novo Nordisk, which named a new CEO last week while cutting its 2025 forecast, and Bayer, which is gearing up for...

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29:41

Ep. 312 - Biotech Progress Report

BioCentury This Week ·

2025/07/30

A handful of encouraging signals is cause for cautious optimism for biotech headed into the second half of the year — companies have been able to parlay strong data into follow-on capital and M&A activity is picking up. That said, the IPO market continues to be closed and concerns about U.S. drug pricing and FDA stability continue to weigh on expectations for a robust near-term sector recovery. Special guest Megan Hooton from IQVIA Biotech joins BioCentury’s analysts on a special edition ...

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