The Weekly

Bayer cut its C-suite nearly in half amid a massive restructuring. Meanwhile, the U.S. government says it will pay for Wegovy for patients with heart disease.

The FDA took center stage last week as it approved the first-ever MASH therapy and considered additional approvals for CAR-T therapies, whose safety the agency has been investigating since last year.

Heather, Greg and Tyler discuss a busy news week including Wegovy’s label expansion, biosimilars, surprise donanemab delays for Eli Lilly and speculate on election impact.

These days you can hardly move without figuratively bumping into ⁠antibody-drug conjugates⁠ (ADCs). This week we discuss ⁠Pfizer’s strategic priorities⁠ for oncology - focused on ADCs and less on small molecules - and how the market is being influenced by the IRA.

This week Lori, Greg and Tyler discuss AbbVie: how longtime CEO Richard Gonzalez ⁠navigated Humira’s LOE⁠, his victorious retirement ⁠announcement⁠, and the future of biosimilars.

This week Lori, Greg and Tyler discuss the ⁠Accelerated Approval of Amtagvi⁠, the first one-time cell therapy for solid tumors and the first TIL therapy; the ⁠FTC and HHS probe⁠ into generic drug shortages and some recent ADC-focused raises from ⁠ProfoundBio⁠ and ⁠Firefly Bio⁠.

This week, Greg, Heather and Tyler discuss reaction to ⁠Novo Nordisk’s purchase of Catalent⁠ and speculate on what that means for existing manufacturing contracts, customers and consequences with ⁠regulators⁠.

Lori, Greg and Tyler discuss last week’s ⁠call for a class-wide box warning⁠ on all commercial CAR T therapies, while investigations are ongoing into ⁠cases of secondary malignancies⁠. How do we approach this ⁠balancing act⁠ of treatment and side effects?

This week, Lori, Greg and Tyler discuss the first ⁠surge of IPO activity⁠ this year plus gene therapy pricing,

The team comes together to discuss the dominant themes of what was an incredibly busy week of events in San Francisco during JPM 2024.