Episode Details

 Novartis' pelacarsen Phase III miss has wiped more than $40 billion in market cap and raised questions about whether the problem is target biology, molecule design, or treatment timing. On the latest BioCentury This Week podcast, BioCentury's analysts unpack the fallout for Lp(a) as a cardiovascular target, the implications for siRNA versus antisense, and what Novo Nordisk's halted IL-6 inhibitor trials add to a rough week for cardio drug development.
The analysts also review BioCentury's annual big pharma deals analysis, which found 221 deals over the past 12 months and a clear shift toward disruptive modalities including bispecifics, in vivo CAR Ts, siRNAs, and degraders. In Washington, Steve Usdin reports on MFN drug pricing carve-outs, the pressure on mid-tier biotechs like Vertex, Biogen, and Alnylam, and the looming GLOBE and GARD mandatory pricing models.
The episode closes with a remembrance of Peter Barton Hutt, the former FDA Chief Counsel who shaped foundational elements of modern FDA law. 

View full story: https://www.biocentury.com/article/660746

#CardiovascularDisease #DrugPricing #BiotechMA #ClinicalTrials #FDA 

0:00 - Introduction 
1:23 - Novartis Phase III Fallout
18:24 - Annual Pharma Deals Analysis
27:42 - MFN Carve-Outs
32:39 - Remembering Peter Barton Hutt

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