BioCentury This Week

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

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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 [email protected].
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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

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Biotech has been resilient as the financial markets teeter under global volatility. For now, M&A and financings, if not IPOs, are continuing, but will the Mideast conflict halt biotech’s recovery? On the latest BioCentury This Week podcast, BioCentury’s Stephen Hansen breaks down the near-term and long-term outlook for a biotech industry hoping to continue the growth of 2H25.
BioCentury’s analysts also discuss the impact of the Trump administration’s tariffs on the biopharma industry and last week’s biggest deals: the pending $6.3 billion takeout of Centessa  by Eli Lilly and the proposed $5.6 billion acquisition of Apellis by Biogen. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech.

Register now as a delegate or apply to join the 2026 Presenting Company Class before the 26th Bio€quity Europe May 4-6 in Prague sells out.

View full story: https://www.biocentury.com/article/659040

#BiotechMarkets #BiotechMA #GlobalVolatility #DrugPricingPolicy #BiopharmaStrategy

00:01 - Sponsor Message: IQVIA Biotech
05:09 - 2Q26 Preview
17:09 - Pharma Tariffs
24:04 - C-Path Initiative
26:32 - Lilly Deal
32:19 - Biogen Deal

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Biotech innovators around the world are finding speed to be the driver for investment and partnering — speed to early human data and speed to de-risk assets. The new momentum from Asia, in particular China, has added a fresh challenge for European biotech on top of falling equity and R&D investment in Europe and a complex drug pricing landscape. On a special edition of the BioCentury This Week podcast on the eve of the 26th Bio€quity Europe conference, EQT Life Sciences' Christoph Broja and Prague Bio CEO Petra Kinzlová join BioCentury’s analysts to discuss the challenges faced by European biotech today and what the best strategy is to compete in this new era.

Kinzlová also describes a growing biotech ecosystem in the Czech Republic, which will host Bio€quity Europe May 4-6.

View full story: https://www.biocentury.com/article/659002

#EuropeanBiotech #ClinicalDevelopmentSpeed #ChinaBiotech #DrugPricing #BiotechInvestment

01:10 - Bio€quity Europe Preview
04:32 - Czech Innovation Hubs
09:52 - Pricing, Trials, Funding
13:07 - Fixing Trial Bottlenecks
17:49 - Pension Capital and Risk

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