100% Pharma Tariffs, Lilly's Oral GLP-1 Approval, and a $12B Week in Biotech M&A – This Week in Biotech #94
The White House announced 100% tariffs on branded drug imports from countries lacking trade agreements, prompting biotech firms to reassess supply‑chain and pricing strategies. Eli Lilly secured a rapid FDA approval for Foundayo, the first oral small‑molecule GLP‑1 for chronic weight management, and simultaneously announced a $6.3 billion cash acquisition of Centessa. Biogen agreed to buy Apellis for $5.6 billion, adding two complement‑pathway drugs and a nephrology platform. The week’s deal flow topped $12 billion, underscoring continued appetite for large‑scale M&A despite policy uncertainty.
Fed Rate Cut Tailwind, Lilly’s Triple Agonist Delivers Big, Vaccine Policy Turmoil — This Week in Biotech #81
The episode highlights how the Fed’s recent rate cut creates a macro‑tailwind for biotech, reviving valuations and financing opportunities. It discusses mixed public‑health signals around COVID‑19 vaccination in children and warns that U.S. skepticism could erode its mRNA leadership. Landmark...
Inside NImmune’s Phase 3 Push in Ulcerative Colitis
In this episode, Dr. Josep Bassaganya‑Riera discusses NImmune's strategy to launch omilancor, a gut‑restricted LANCL2 agonist, into Phase 3 for ulcerative colitis, emphasizing its mechanism as an immune “thermostat” that rebalances gut immunity rather than broadly suppressing it. He highlights...
