Published by BioCentury
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.
Listen on Apple PodcastsArgenx the tier-jumping European biotech, believes its proposed $2.2 billion purchase of Forte Biosciences will add a second multi-indication product upon which it can run the strategy that has made autoimmune drug Vyvgart efgartigimod alfa a blockbuster. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the deal and put it in the context of a new cohort of large-cap companies increasingly active in biotech M&A. The analysts also assess how recent releases from Anthropic, NVIDIA, Google, OpenAI and Amazon fit into biopharma R&D workflows — and with one another. Finally, they analyze the 1H26 clinical and regulatory catalyst scorecard , which therapies hit their milestones, which missed, and what’s next through year-end. This episode of the BioCentury This Week podcast has been brought to you by CBRE . View full story: https://www.biocentury.com/article/660296 #BiotechMA #ArtificialIntelligence #DrugDevelopment #ClinicalTrials #Biopharma 00:01 - Sponsor Message: CBRE 01:57 - BioCentury AI Connector 05:47 - Argenx Acquires Forte 08:06 - Rise of Biotech Buyers 13:12 - AI Giants' Tech Stack 24:20 - Anthropic Enters Drug Development 27:41 - 2026 Catalyst To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
The departure of U.K. Science Minister Patrick Vallance is a blow for U.K. biotech. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss what Vallance’s exit, the appointment of John Healey as Chancellor of the Exchequer and other changes arriving with the new Prime Minister could mean for life sciences in the country. BioCentury’s analysts also discuss an ambitious U.K. data initiative launched this month. The Health Data Research Service is intended to be a single front door to all NHS health records, offering large-scale longitudinal health data across diverse populations. Beyond the U.K., the team turns to companies to watch in Taiwan, what’s next for Biogen’s anti-tau therapy, Eli Lilly’s proposed acquisition of psychedelics company AtaiBeckley, and the latest changes at FDA. This episode of the BioCentury This Week podcast has been brought to you by CBRE . View full story: https://www.biocentury.com/article/660194 #Biotech #LifeSciences #UKBiotech #HealthData #FDA 00:01 - Sponsor Message: CBRE 02:23 - U.K. Leadership Changes 09:21 - U.K. Data Initiative 10:52 - Taiwan Biotech 16:44 - Biogen’s Tau Data 27:18 - Lilly’s Psychedelics Takeout 28:20 - FDA To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
After nearly three years of sluggish job growth, hiring is turning a corner in the U.S. life sciences industry, while the talent pool is expanding beyond the sector’s traditional hubs. On a special episode of the BioCentury This Week podcast, Ian Anderson, senior director, head of U.S. life sciences & healthcare research at CBRE, joins BioCentury’s analysts to discuss the company’s recent report on life sciences talent trends, and how those trends are driving property demand. This episode of the BioCentury This Week podcast has been brought to you by CBRE . View full story: https://www.biocentury.com/article/660118 #LifeSciences #BiotechJobs #Workforce #LifeSciencesRealEstate #Talent 00:01 - Sponsor Message: CBRE 00:45 - Industry Inflection Point 04:17 - Report Methodology 10:08 - Growth Beyond Big Hubs 15:28 - Capital Markets Signals 18:48 - AI and Space Use 20:50 - Emerging Talent 26:34 - Up-and-Coming Cities To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
M&A enthusiasm is carrying biotech amid tepid reception for launches. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss BioCentury’s 3Q26 Public Markets Preview , asking whether M&A momentum can carry biotech through year-end and what happens if the AI trade goes bust? Editor in Chief Simone Fishburn gives her perspective on what incoming Prime Minister Andy Burnham’s agenda means for U.K. life sciences. The analysts also discuss Ionis’ ATTR-CM miss and Takeda’s orexin program . This episode of the BioCentury This Week podcast has been brought to you by CBRE . View full story: https://www.biocentury.com/article/660118 #BiotechMA #BiotechInvesting #PublicMarkets #LifeSciences #DrugDevelopment 00:01 - Sponsor Message: CBRE 01:46 - 3Q Market Preview 10:54 - Burnham’s Britain 19:40 - Ionis' ATTR-CM Miss 29:12 - Takeda Orexin Program To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
Novartis is deepening its antibody-drug conjugate capabilities with its $1.1 billion acquisition of U.K. biotech Myricx Pharma. On the latest episode of the BioCentury This Week podcast, BioCentury’s analysts discuss how the deal fits with the Swiss pharma’s cancer toolkit. The analysts then discuss MHRA CEO Lawrence Tallon’s Guest Commentary in BioCentury on making regulation a catalyst for U.K. life sciences and why the primary defeat of Rep. Diana DeGette (D-Colo.) is a setback for FDA reforms. They also assess how single-cell Parkinson’s atlases reveal neuronal and glial disruptions in specific regions and stages, and the thin evidence underpinning Congress’ probe of China trial consent. This episode of the BioCentury This Week podcast has been brought to you by CBRE . View full story: https://www.biocentury.com/article/660033 #ADC #BiotechMA #ParkinsonsDisease #FDA #ChinaBiotech 00:01 - Sponsor Message: CBRE 01:15 - Novartis Buying Myricx 08:01 - U.K. Regulation 14:44 - DeGette & FDA Reform 21:51 - Parkinson's Atlas Insights 29:39 - China Trials Probe To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
New Parkinson’s disease programs aim to move beyond the historical norm of symptom management, branching into targeted therapeutics and cell therapies. On the latest BioCentury This Week podcast, BioCentury’s analysts review the most promising targets and trends shaping the Parkinson’s treatment landscape. The team then turns to AstraZeneca’s build-out of its obesity portfolio, followed by FDA’s Operation TrialBlazer and what the reforms mean for reducing the time to launch a clinical trial in the U.S. — and whether they can help close the gap with China. Finally, the analysts review recent FDA reversals of controversial regulatory decisions made under former Commissioner Marty Makary’s leadership and whether companies and investors can expect this reversion to the mean to carry forward. View full story: https://www.biocentury.com/article/659958 #ParkinsonsDisease #ObesityDrugDevelopment #FDA #ClinicalTrials #DrugDevelopment 00:00 - Introduction 01:40 - Parkinson's New Targets 11:43 - AstraZeneca's Obesity Pipeline 18:37 - FDA's Operation TrialBlazer 27:33 - FDA Leadership Outlook To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
AbbVie's $10.9 billion deal to acquire Apogee will expand its immunology pipeline by delivering assets for atopic dermatitis and asthma. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the takeout and the assets AbbVie gains. The analysts then discuss moves by FDA to reverse controversial setbacks that occurred under the agency’s former leadership and assess Acting CDER Director Michael Davis’ memo outlining how his predecessor repeatedly overruled career staff to quash a drug approval. The analysts also discuss continuing signs of political involvement at FDA. Finally, they discuss China NMPA’s first-ever approval of a CAR T for solid tumors , satricabtagene autoleucel (satri-cel) from Carsgen. View full story: https://www.biocentury.com/article/659864 #BiotechMA #Immunology #FDA #CART #ChinaBiotech 00:59 - AbbVie Buys Apogee 05:20 - uniQure U-turn 09:02 - FDA Reversals 12:32 - Tzield Memo 20:53 - Solid Tumor CAR T Approval To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
Biotech IPOs that are getting out remain hot — but will that continue into the fall? On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the market for fresh biotech paper on NASDAQ, including the $770 million debut by Parabilis, the largest IPO in the sector’s history. The analysts also discuss the Biosecure Act and U.S. policy toward China; the cachexia pipeline ; and BioCentury’s updated Innovation Distillery . View full story: https://www.biocentury.com/article/659773 #BiotechIPO #NASDAQ #BiosecureAct #Cachexia #ChinaBiotech 00:36 - Innovation Distillery 03:56 - Biotech IPOs 10:13 - Biosecure Act, WuXi AppTec 16:03 - Cachexia Pipeline 22:03 - Ouster for RFK Jr.? To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
Getting into the clinic fast to de-risk assets has become the name of the game in biotech, and at the academia-industry interface, too. From AI to NAMs to starting a Phase I trial in the U.S., BioCentury’s 3rd Grand Rounds-U.S. conference brought together academic innovators, biopharma leaders and early-stage investors to debate key bottlenecks in translation and how to make early-stage R&D investible. Sam Blackman, entrepreneur in residence at GV and co-founder of Day One Biopharmaceuticals, and Aaron Coe, managing director of innovation for the Allen Institute, joined BioCentury’s analysts on stage last week in Seattle for a podcast recording to wrap up Grand Rounds and discuss key takeaways from the event. Editor’s note: We invite you to join BioCentury and Regional Host Chairs Forbion and BGV at our next edition of BioCentury Grand Rounds , scheduled for Sept. 23-25 in Amsterdam. View full story: https://www.biocentury.com/article/659729 #TranslationalScience #DrugDevelopment #BiopharmaInnovation #AcademicInnovation #GrandRoundsUS 00:53 - World-Class Regional Hosts 02:56 - Building Grand Rounds Community 05:21 - Two Nobels, One City 07:43 - AI Goes End-to-End 09:47 - The Data Problem 14:12 - AI, Animals, Australia 19:53 - Study Startup Bottlenecks 26:11 - Early Science Investability To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
FDA’s new leadership is sailing the agency into calmer waters amid a search for a permanent commissioner and permanent center directors. On the latest BioCentury This Week podcast, BioCentury Washington Editor Steve Usdin discusses how FDA’s new, interim leaders have changed the tone at the agency and why they are putting medicines derailed under former FDA Commissioner Marty Makary back on track. Usdin also highlights FDA’s new real-time clinical trials initiative. BioCentury’s analysts then turn to deals, including an analysis of the 20 deals Eli Lilly has done this year; Servier’s move to expand in neurology via BD; and Monday’s billion-dollar deals by Incyte, which will acquire Vega Therapeutics, and Johnson & Johnson, which is buying Firefly Bio. The team also discusses Grand Rounds U.S., held last week in Seattle, including the conference’s Rising Star prize winner Sylvain Simon of Fred Hutchinson Cancer Center. View full story: https://www.biocentury.com/article/659699 #FDA #BiopharmaDeals #ClinicalTrials #BiotechMA #GrandRoundsUS 01:23 - Grand Rounds Seattle Takeaways 04:43 - FDA's New Leaders 11:48 - FDA's Real Time Trials Pilot 20:40 - Servier Bets on Neuro 25:33 - Lilly's Deal Spree 30:21 - Dealmaking Roundup To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
Revolution Medicines continues to impress with more pancreatic cancer data, earning a standing ovation at ASCO over the weekend. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the detailed data for the company’s daraxonrasib, Akeso’s Harmoni-6 readout, as well as other results from the meeting. BioCentury’s analysts then argue that U.S. biotech executives and policymakers should embrace the challenges and opportunities that come with the rise of innovation in China — rather than sticking their heads in the sand. They also discuss why leaders of the U.S.’s biggest drug companies should use their influence to stop an OMB proposal that threatens the foundations of U.S. science. Plus: takeaways from BioCentury's conversation with Alkermes CEO Richard Pops on The BioCentury Show . View full story: https://www.biocentury.com/article/659629 #ASCO #PancreaticCancer #BiotechInnovation #ChinaBiotech #DrugDevelopment 00:00 - Introduction 01:49 - ASCO: RevMed 06:50 - ASCO: Akeso 16:33 - China U.S. Biotech Rivalry 24:15 - Science Under Threat 36:29 - Richard Pops Takeaways To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
At ASCO among presentations focused on pancreatic cancer innovation beyond KRAS; however, abstracts for the cancer conference also highlight ADCs, bispecifics and diagnostics that are broadening the field’s approach to the cancer. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss Revolution’s daraxonrasib, other readouts to watch for in pancreatic cancer and what else is on BioCentury’s radar at this year’s American Society of Clinical Oncology meeting. BioCentury’s analysts also discuss a push by China hawks in Congress to get the Trump administration to invoke national security powers to narrow Chinese life sciences companies’ access to U.S. markets, technology and capital; an initiative by Rep. Jake Auchincloss (D-Mass.) that seeks to modernize how clinical trials are conducted in the U.S.; and a BioCentury analysis on new antibody-drug conjugate linker techniques. This episode of the BioCentury podcast is brought to you by Jeito Capital . View full story: https://www.biocentury.com/article/659581 #Biopharma #ASCO2026 #PancreaticCancer #ClinicalTrials #ADCInnovation 00:01 - Sponsor Message: Jeito Capital 02:26 - ASCO Preview 14:24 - U.S. China Policy 22:48 - Modernizing U.S. trials 27:17 - Optimizing ADC Linkers To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
Marty Makary wasn’t the only official on the outs at FDA last week in another tumultuous turn of events for the regulatory agency. On the latest BioCentury This Week podcast, BioCentury Washington Editor Steve Usdin discusses who’s in, who’s out and what’s next at FDA — and why the changes may mean more conservative decision-making at the agency in the near term. BioCentury’s analysts also discuss the new obesity targets that came to light at last week’s annual meeting of the European Congress on Obesity, the market for biotech IPOs, and the emergence of degrader-antibody conjugates . DACs pair the tissue-targeting logic of antibody-drug conjugates (ADCs) with the catalytic activity of protein degraders. 3C Therapeutics is the latest entrant to the field, pitching its TriCore platform as a modular backbone for DAC generation. This episode of the BioCentury podcast is brought to you by Jeito Capital . View full story: https://www.biocentury.com/article/659510 #FDA #ObesityDrugDevelopment #BiotechIPO #DACs #Biopharma 00:01 - Sponsor Message: Jeito Capital 02:53 - FDA Leadership Shakeup 10:35 - Obesity Target Hunt 16:07 - Biotech IPOs 20:02 - Degrader-antibody Conjugates 28:42 - Serif: Non-viral DNA To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
China’s speed in generating first-in-human data has catalyzed a race across the globe to reshape regulatory requirements to compete. BioCentury’s analysts, along with special guests Detlev Mennerich, head of Boehringer Ingelheim Venture Fund, and Mehdi Ainouche, partner at Jeito Capital, discussed where Europe fits in that landscape and other takeaways from the 26th annual Bio€quity Europe conference in Prague. This special episode of BioCentury This Week has been brought to you by Jeito Capital . View full story: https://www.biocentury.com/article/659450 #EuropeanBiotech #ClinicalDevelopment #BiopharmaInnovation #DrugDevelopment #LifeSciencesStrategy 00:01 - Sponsor Message: Jeito Capital 03:14 - China’s Speed Challenge 04:08 - Europe’s Clinical Trial Opportunity 11:48 - Speed vs. Capital Efficiency 15:52 - Takeaways from Richard Pazdur 19:58 - FDA Uncertainty and Global Alternatives 26:50 - Biopharma M&A Outlook 33:34 - The Next Wave of Science To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
Marty Makary’s hold on the top job at FDA is slipping , with White House leaks about President Donald Trump’s displeasure with the FDA commissioner shifting the question from whether he will be fired to when. On the latest BioCentury This Week podcast, Washington Editor Steve Usdin discusses the pressures on Makary, how long he will hold onto his post, and the leading candidates to succeed him. BioCentury’s analysts then discuss solutions to AAV’s redosing problem , which could reignite industry interest in a modality that has fallen out of favor, and other topics in the spotlight at this week’s American Society of Gene and Cell Therapy annual meeting. The analysts also discuss opportunities to attend and present academic posters at the third BioCentury Grand Rounds U.S. conference June 3-5 in Seattle. This episode of the BioCentury This Week podcast has been brought to you by Jeito Capital . View full story: https://www.biocentury.com/article/659426 #FDA #GeneTherapy #AAV #CellTherapy #Biopharma 00:01 - Sponsor Message: Jeito Capital 01:43 - Bio€quity Europe Prague Highlights 04:54 - Makary on Thin Ice 14:37 - Grand Rounds Poster Pitch 16:40 - AAVs at ASGCT To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
UCB is the latest biopharma player to consummate a multibillion-dollar deal amid a surge in biotech M&A activity, acquiring Ken Song’s Candid Therapeutics, one of the leading T cell engager companies. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the $2 billion takeout and the opportunity in the TCE space. They also assess the drug development landscape for leukodystrophies and the market for biotech IPOs on NASDAQ, where a trio of biotechs exceeded expectations last week, lifting hopes that the window for new listings is broadening. Looking ahead to June, the analysts also preview the third BioCentury Grand Rounds U.S. conference. This episode of the BioCentury This Week podcast was brought to you by Jeito Capital . View full story: https://www.biocentury.com/article/659365 #BiotechMA #TCellEngagers #Leukodystrophy #BiotechIPO #TranslationalScience 00:01 - Sponsor Message: Jeito Capital 02:19 - Grand Rounds Seattle 12:47 - UCB’s Candid Buy 20:27 - Leukodystrophies Pipeline 27:22 - Biotech IPOs To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
More than 175 new oncology targets surfaced at this year’s American Association for Cancer Research annual meeting in San Diego, with the focus on new ways to enhance the immune response against solid tumors and to make existing immunotherapies more effective. On the latest BioCentury This Week podcast, BioCentury’s analysts assess the new targets identified among the thousands of abstracts at AACR, as well as emerging pan-RAS inhibiting antibody-drug conjugates. The analysts also discuss Eli Lilly's latest deal — for a JAK-2 inhibitor from Ajax — and what the current pace of M&A and partnerships says about the state of biopharma dealmaking . This episode also features Kurma Partners’ new venture fund and the latest in BioCentury’s Emerging Company Profile series, spotlighting U.K.-based rheumatoid arthritis company Elevara Medicines. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech . View full story: https://www.biocentury.com/article/659298 #AACR #OncologyTargets #Immunotherapy #BiotechMA #ADC 00:01 - Sponsor Message: IQVIA Biotech 02:50 - AACR: New Targets 11:08 - AACR: Pan-RAS Inhibitor ADCs 15:35 - Biopharma Deals 23:53 - Kurma's New Venture Fund 27:28 - Emerging Company Profile: Elevara To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text
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
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
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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