The BioCentury Show

• Ep. 78 - Biotech’s New Normal: SR One’s Simeon George on Adapting to Market Constraints

  Biotechs need to get used to the new normal, says SR One CEO and Managing Partner Simeon George, and that will require significant adjustments to the business model. This new normal comes from an extended tough capital environment against a backdrop of political uncertainty, but while biotechs face a different set of factors than they have in the past, there are still first principles of value creation that should guide them.George, who co-founded SR One management in 2020 following its spinout from GSK, spoke on The BioCentury Show with Editor in Chief Simone Fishburn about the challenges facing biotechs and how VCs are navigating through the complexity of the moment. He also discussed SR One’s strategy and philosophy of investing.View full story: https://www.biocentury.com/article/65514200:00 - Introduction01:31 - Meeting the Moment04:45 - Company Valuations13:54 - China Strategy, NewCos22:08 - Building Successful Biotechs#biotech #biopharma #pharma #lifescience #CEO #financing #newco

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• Ep. 77 - AI’s Next Leap: Foresite Labs’ Vik Bajaj on Predictive Biology

  Clinical trials will be launched in the next year or two to test predictions about causal biology made by artificial intelligence models, Vik Bajaj, co-founder and CEO of Foresite Labs and managing director of Foresite Capital Management, believes. Foresite teamed up with Arch Venture Partners last year on a $1 billion venture round to fund Xaira Therapeutics, which aims to reinvent the R&D process via AI-driven protein design and biological discovery technologies.Bajaj, who serves as interim president of Xaira, discussed the potential for artificial intelligence to accelerate biomedical progress in an interview with Washington Editor Steve Usdin on The BioCentury Show.View full story: https://www.biocentury.com/article/654977#biotech #biopharma #pharma #lifescience #AI #RandD #drugdiscovery00:00 - Introduction01:18 - AI & Biotech12:19 - Getting the Data Right19:06 - Healthcare Delivery30:47 - Making It Real

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• Ep. 76 - FDA Inflection Point: Steve Usdin on Biopharma during Trump 2.0

  All presidential transitions with a change of party come with disruption and threats as well as opportunities. But this one, in particular with regard to the implications for FDA, is different from all those Steve Usdin has been covering in his 30-year tenure as Washington editor at BioCentury.In particular, this is an inflection point for the agency that currently serves as the global gold standard for drug regulation, said Usdin on a special edition of The BioCentury Show covering the ramifications for the biopharma industry of the second Trump administration. Usdin has recently outlined the threats and opportunities that the new era presents, and he elaborated further on those in a discussion with Editor in Chief Simone Fishburn.View full story: https://www.biocentury.com/article/654798#biotech #biopharma #pharma #lifescience #politics #policy #fda #ftc #biosecure #ira00:00 - Introduction05:06 - Inflection Point at FDA14:10 - Changes at the FTC16:43 - China, Biosecure21:30 - The IRA

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• Ep. 75 - PBMs, IRA, RFK Jr: A Conversation With Rep. Jake Auchincloss

  Rep. Jake Auchincloss (D-Mass.), an influential voice in Congress on life sciences issues, gained stature last week when he was appointed to serve on the Energy & Commerce Committee, giving him a seat at the table for debates over legislation affecting FDA, CMS and NIH and a host of issues of critical importance to the biopharma industry.In an interview with Washington Editor Steve Usdin on The BioCentury Show, Auchincloss outlined his priorities for the 119th Congress, from pushing “muscular” PBM reform over the congressional finish line to finding bipartisan support for refining the IRA's orphan drug exemption and advancing methods to evaluate the social value of medicines.View full story: https://www.biocentury.com/article/654659#biotech #biopharma #pharma #lifescience #politics #policy #law 00:00 - Introduction01:08 - New Congress & RFK Jr.10:09 - China & Biotech16:36 - Assessing Drugs’ Value

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• Ep. 74 - Chris Bardon on Biotech’s Recovery: Valuations, Obesity Drugs, and M&A

  Specialist public investors are doing their best to hold up the sector, but biotech still has to wash out many of the lower quality companies that were funded during the boom and ended up driving the generalists away, said MPM Bioimpact's Chris Bardon on The BioCentury Show. Bardon said the market hasn’t yet found the footing that will see an opening of the IPO window and a swing of positive sentiment. But although markets aren’t yet out of the woods, she said M&A will remain robust for years, fueled by obesity drug revenues.View full story: https://www.biocentury.com/article/654649#biotech #biopharma #pharma #lifescience #financing #investing00:00 - Introduction01:30 - Market Sentiment06:19 - IPO Window12:04 - M&A Outlook19:51 - The Obesity Landscape

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