Episode 47

This week, hosts Daphne Zohar, Josh Schimmer, Dawn Bell and Sam Fazeli cover recent biotech earnings, big pharma revenue drivers, FDA news, data and much more. The group kicks off the conversation by addressing the slow week in M&A news before diving into the profitability of Medicare Advantage for private insurance and the new RADV rule updates announced – they also touch on how this rule will impact the future of pharma. Additionally, the hosts cover big pharma patent expiries & pipeline sourcing needs. Notable earnings updates from big pharma are discussed and the group shares their thoughts on Amgen’s AmjevitaTM, the first biosimilar to Humira, Medicare’s new testing policy for paying less for drugs that receive accelerated approval, and GSK’s oral treatment for anemia of chronic kidney disease in adults on dialysis. Host Ethan Perlstein joins the group to close out the episode with a debate on the geroscience sector of biotech and how Biopharma and Silicon Valley take different approaches to innovation and clinical studies.