An M&A-fueled first half gave way to third-quarter underperformance for biotech as a short squeeze in Moderna forced specialist funds into selling some quality names and follow-on activity slowed. On the latest BioCentury This Week podcast, BioCentury’s analysts preview the fourth quarter, where rising bond yields and the U.S. midterms could keep financing and deal activity quiet through year-end.
The analysts also discuss why late-stage misses in Lp(a), IL-6, and Factor XI are pushing developers to rethink secondary prevention trial design, and PhRMA’s lawsuit to block CMS’s Globe Part B model, which could determine whether future administrations can impose international reference pricing without Congress.

View full story: https://www.biocentury.com/article/661134

#BiotechMarkets #DrugPricing #CardiovascularDisease #ClinicalTrials #FDA
 
0:00 Introduction
1:10 Biotech Market Outlook
11:40 CV Trial Design Rethink
18:24 PhRMA vs. GLOBE

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