BioCentury This Week Ep. 326 - Market Outlook, Biosecure Returns, Biotech M&A
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 pricing negotiations, and the U.K.'s attempt to win over pharma companies via adjusting thresholds at NICE. Finally, they analyze a pair of billion-dollar-plus M&A deals: the $4.7 billion deal by Novo Nordisk to acquire liver disease company Akero and the $1.5 billion takeout of in vivo cell therapy company Orbital by Bristol Myers. This episode of BioCentury This Week is sponsored by Evotec.
View full story: https://www.biocentury.com/article/657260
#biotech #biopharma #pharma #lifescience #drugpricing #MFN
00:01 Sponsor Message: Evotec
02:12 4Q Markets Preview
13:25 China CDMOs
24:35 Drug Pricing Deals NHS
31:22 Drug Pricing Deals M&A
To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.