BioCentury This Week

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.com/article/658154

#BiotechBullMarket #PublicMarkets #BiotechMA #IPOOutlook #FDApolicy

00:00 - Introduction
00:41 - Market Sentiment
07:55 - Biotech's Next Wave
14:47 - Lingering Concerns
23:29 - IPOs
26:47 - M&A

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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 priority review vouchers, NIH’s budget and the White House’s “most favored nation” drug pricing policy. The analysts also discuss takeaways from their meetings on the sidelines of the J.P. Morgan Healthcare Conference.

View full story: https://www.biocentury.com/article/658112

#InducedProximity #TargetingChimeras #BiotechMA #DrugPricingPolicy #JPMHealthcare

00:00 - Introduction 
03:17 - JPM Highlights
09:17 - GSK's Acquisition of RAPT
14:46 - Next-Generation Targeting Chimeras
21:41 - MFN and Pediatric PRVs
To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].
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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 #BiotechCapitalMarkets

00:00 - Introduction
02:02 - Split Screen 2026 
05:57 - China's Rapid Progress
08:01 - AI and Biotech
16:58 - Deal Prices
22:56 - Public Markets
28:47 - Innovation Across Asia

To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].
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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 #BiotechPolicy

00:00 - Introduction
01:55 - JPM Deals
11:49 - Policy Outlook
19:30 - Trends in Drug Approvals

To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].
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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 #NIHLeadership

00:00 - Introduction
01:46 - 2026 Outlook
03:56 - Policy Landscape
11:48 - Priority Review Vouchers
15:03 - Global Perspectives
16:57 - Spotlight on Japan
21:55 - European Biotech Opportunities

To submit a question to BioCentury’s editors, email the BioCentury This Week team at [email protected].
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