Differentiating on tolerability, raising the bar for efficacy and concentrating small molecule development on indications with minimal IRA exposure are all pieces of Novartis CEO Vasant Narasimhan’s strategy to break into the top pharmas by U.S. sales. Two data readouts this week — one for CML drug Scemblix at ASCO and one for inflammatory disease therapy remibrutinib at the EAACI Congress — may tee up two launches to advance that goal through a strategy focused on prioritizing blockbuster-bound programs. Narasimhan discusses the readouts with Editor in Chief Simone Fishburn on a Special Edition of The BioCentury Show.

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00:00 - Intro
01:12 - CML Data
09:34 - Endpoints, Approval Pathway
13:00 – Remibrutinib
24:07 – IRA, Radioligands

“The bar has gotten higher because science has gotten so much better,” John Maraganore says on the latest BioCentury Show. Reflecting on the capital markets and the state of innovation, the founder and former CEO of Alnylam painted a picture of a robust ecosystem fueled by sprawling innovation, where the higher scrutiny by investors will serve the industry well. In a broad-ranging conversation with Editor in Chief Simone Fishburn, Maraganore gives his views on the innovation and funding landscape, geopolitical issues facing the industry and the outlook for the next generation of leaders.

View full story: https://www.biocentury.com/article/652517

#biotech #biopharma #pharma #lifescience #investment #innovation

00:00 Intro
01:50 Innovation Today
09:00 Obesity
12:23 Building, Mentoring Biotechs
16:38 Capital & Competition
24:10 Industry Overhangs

“I’m a short-term pessimist and a long-term optimist” about the potential for AI to transform drug development, Derek Lowe, author of the In the Pipeline blog, told BioCentury Washington Editor Steve Usdin on the latest BioCentury Show. Lowe's skepticism about claims that AI will rapidly transform the field is driven by a belief that the “problems that we have in the drug industry that we want to solve are almost inversely proportional to the ability of AI to solve them." Lowe also discussed the Biosecure Act and U.S. reliance on Chinese contract manufacturing and development organizations; talked about why he hopes and believes the Supreme Court will rule for FDA in litigation over the abortion drug mifepristone; and explained his view that approval of Aduhelm to treat Alzheimer’s disease was one of FDA’s worst decisions

View full story: https://www.biocentury.com/article/652427

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00:00 - Intro
01:04 - Lowe’s Blog
04:42 - Biosecure Act
09:04 - AI & Drug Discovery
16:46 - FDA, The Abortion Drug, & Aduhelm