BioCentury This Week

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 prospects of becoming the region’s next hot modality; plus the state of the capital markets, the global implications of “China speed” in the clinic, and what’s changing for start-ups in Japan.Joining BioCentury were Panacea Venture’s James Huang, MayTech Global Investments’ Ingrid Yin, DLA Piper’s Ting Xiao and CBRE’s Matt Gardner.The podcast was recorded at the 12th East-West Healthcare Reception, hosted by BioCentury, MayTech Global and Panacea.View full story: https://www.biocentury.com/article/658081#JPMHealthcare #AsiaBiotech #ChinaBiotech #RNAiTherapeutics #BiotechCapitalMarkets00:00 - Introduction02:02 - Split Screen 2026 05:57 - China's Rapid Progress08:01 - AI and Biotech16:58 - Deal Prices22:56 - Public Markets28:47 - Innovation Across AsiaTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text

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 syndicate led by Frazier Life Sciences.The analysts also discuss Washington Editor Steve Usdin’s policy outlook for the year ahead, and Executive Director of Biopharma Intelligence Lauren Martz’s analysis of trends in FDA’s 2025 approvals.View full story: https://www.biocentury.com/article/658052#JPMHealthcare #BiotechFinancing #BiopharmaPartnerships #FDAApprovals #BiotechPolicy00:00 - Introduction01:55 - JPM Deals11:49 - Policy Outlook19:30 - Trends in Drug ApprovalsTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text

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 play for biotech in the U.S., Europe, and Asia.The discussion ranges from recent changes at NIH to what’s next for rare pediatric disease priority review vouchers, and from Europe’s opportunity as FDA enters uncertain terrain to Japan’s evolving biotech landscape.Early bird rates for BioCentury and BayHelix’s fifth East-West Biopharma Summit end Friday. Act now to join investors, dealmakers and innovators in Seoul this March to source innovation from Asia, or accelerate your own pipeline by finding the right Asia partner.View full story: https://www.biocentury.com/article/657978#BiotechOutlook #FDAUncertainty #GlobalBiotech #RarePediatricDiseasePRV #NIHLeadership00:00 - Introduction01:46 - 2026 Outlook03:56 - Policy Landscape11:48 - Priority Review Vouchers15:03 - Global Perspectives16:57 - Spotlight on Japan21:55 - European Biotech OpportunitiesTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text

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 the $4.8 billion takeout of Amicus Therapeutics by BioMarin Pharmaceutical.View full story: https://www.biocentury.com/article/657933#BiotechOutlook2026 #BiopharmaTrends #BiotechMA #FDALeadership #ChinaBiotech00:00 - Introduction 02:31 - BioMarin's $4.8B Amicus Deal06:07 - Year-end Biotech Highlights16:37 - Analyst Picks and Predictions30:01 - Policy and Regulatory LandscapeTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text

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 the oral GLP-1 race. Meanwhile, Pfizer added an oral GLP-1R agonist via a deal). Structure and Wave parlayed their data into follow-on cash, as did Kymera after posting data for its STAT6 program KT-621 that hints at a new era for degraders in immunology.The analysts then detailed the results of BioCentury’s industry sentiment survey on FDA, which found that politicization of the agency’s leadership, volatility and uncertainty are casting a long shadow over investor and drug developer sentiment. Finally, they discuss the impact of the congressional stalemate over the U.S. Small Business Innovation Research (SBIR) program.View full story: https://www.biocentury.com/article/657880#ObesityDrugDevelopment #TargetedProteinDegradation #STAT6 #FDARegulation #SBIRFunding00:00 - Introduction01:45 - Obesity Data12:17 - Kymera's Breakthrough21:45 - FDA Survey Results29:41 - SBIR Funding StalemateTo submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected] us by sending a text