Biotalk

During the Asia-focused Episode 35 of Biotalk, Geoff Meyerson , CEO of  Locust Walk , reviews key 2026 Q1 trends across China, Japan, and Korea.  China: Dominated global licensing with 66% of deal value -up from 48% in full-year 2025 -anchored by CSPC–AstraZeneca ($18.5B) and Innovent–Lilly ($8.5B). Venture financing surged to a three-year high of $1.2B across 17 deals, led by Corxel Pharmaceutica...

During Episode 34 of Biotalk,  Geoff Meyerson , CEO of  Locust Walk , unpacks our  2026 Q1 Report: Global Trends in Biopharma Transactions , covering capital markets, strategic deals, and regional trends.   Market Overview: Q1 2026 was defined by continuity rather than reversal. Licensing tied a three-year high, M&A recorded its strongest first quarter ever, and U.S. capital markets reopened m...

During the Asia-focused Episode 33 of Biotalk,  Geoff Meyerson , CEO of  Locust Walk , reviews key 2025 Year-In-Review trends across China, Japan, and Korea. China: Led global licensing (~48% share) with larger average deal sizes than the U.S. Public markets outperformed and Q4 IPO activity rebounded. Venture financing held steady, with out-licensing cemented as the dominant business model alongsi...

During Episode 32 of Biotalk, Geoff Meyerson , CEO of Locust Walk , unpacks our 2025 Year-In-Review Report: Global Trends in Biopharma Transactions , covering capital markets, strategic deals, and regional trends.  Market Overview: 2025 marked a clear recovery year for biopharma. Licensing reached record levels, global M&A nearly doubled in value, and capital markets strengthened in the second...

During Episode 31 of Biotalk,  Geoff Meyerson , CEO of  Locust Walk , explores Asia-Pacific biotech momentum across China, Japan, and Korea, as featured in our  2025 Q3 Report: Global Trends in Biopharma Transactions Report . China: Led globally in licensing ($34.2B, 48% share), with venture financing up nearly 4x. Investor confidence rose alongside strong public market gains and creative deal str...

During Episode 30 of Biotalk, Geoff Meyerson , CEO of Locust Walk , unpacks our 2025 Q3 Report: Global Trends in Biopharma Transactions Report , covering capital markets, strategic deals, and regional trends.  Market Overview: Q3 signaled a cautious biotech recovery. Valuations rebounded, the XBI topped 100 for the first time since 2022, and the number of companies trading below cash hit multi-yea...

During the Asia-focused Episode 29 of Biotalk, Geoff shares insights into key trends and developments shaping the biotech landscapes in Japan, China, Korea, Australia, and the broader Asia-Pacific region, as featured in our 2025 Q2 Report: Global Trends in Biopharma Transactions Report . Japan’s biotech stocks outperformed broader indices, boosted by regulatory reforms and Shionogi’s $1.1B acquisi...

During Episode 28 of Biotalk, Geoff Meyerson , CEO of Locust Walk , unpacks our 2025 Q2 Report: Global Trends in Biopharma Transactions Report , covering capital markets, strategic deals, and regional trends.  Market Overview: Biotech remained under pressure in Q2, with valuations still below historical norms. Ongoing macro headwinds—tariffs, high rates, and FDA turnover—kept investor sentiment ca...

During Episode 27 of Biotalk, Geoff Meyerson , CEO of Locust Walk , steps back to examine the macro forces shaping the biopharma landscape. After holding a bearish outlook since 2021, Geoff explains why he’s finally shifting his stance and what could signal a true turnaround for biotech. He unpacks the “big three” market headwinds—regulatory hurdles from the IRA, FTC deal scrutiny, and high intere...

During the Asia-focused Episode 26 of Biotalk, Geoff Meyerson , CEO of  Locust Walk , shares fresh insights from Japan, China, and Korea, as featured in our  2025 Q1 Report: Global Trends in Biopharma Transactions Report .  Japan saw modest market recovery, a $3.3B buyout of Mitsubishi Tanabe, and lighter licensing activity. Early-stage financings picked up as investors re-engaged. China shifted f...

During Episode 25 of Biotalk, Geoff Meyerson , CEO of Locust Walk , unpacks our 2025 Q1 Report: Global Trends in Biopharma Transactions Report , covering capital markets, strategic deals, and regional trends. Market Overview: The XBI fell 14% YoY, underperforming the NBI. Biotech weakness stemmed from tariff fears, FDA turnover, and HHS layoffs—pressuring small caps. Capital Markets: Capital raise...

During this episode of Biotalk, Geoff Meyerson , CEO of Locust Walk , explores the evolving biotech landscapes in Japan and China, highlighting key trends and developments shaping the region as featured in our 2024 Year-In-Review Report: Global Trends in Biopharma Transactions Report . Geoff leverages extensive conversations with strategics and investors worldwide to provide insights into global b...

During this episode of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2024 Year-In-Review Report: Global Trends in Biopharma Transactions Report. Geoff dives into the insights from the comprehensive report and offers a forward-looking perspective on what 2025 may bring for the biotech industry. Key topics include: Capital Markets Performance: The XBI ended flat, down 0.2%, underperformin...

On this episode of Biotalk, Geoff Meyerson, CEO and Co-founder of Locust Walk, speaks with Sudhir Agrawal, Founder and President of ARNAY Sciences and a pioneer in RNA therapeutics. Sudhir’s extensive career spans over three decades, during which he has made groundbreaking contributions to the field, including developing gapmer antisense technology, immune modulation approaches, and, in recent yea...

In this episode of Biotalk, Geoff Meyerson , CEO of Locust Walk , is joined by Andy Meyerson , Managing Director, and Daniel Brog , Senior Vice President, for an insightful discussion on the implications of the 2024 U.S. election results for the biotech industry.   The conversation delves into: What Trump's victory could mean for the biotech sector. The potential impact on the HHS and FDA under RF...

On this episode of BioTalk, Geoff Meyerson , CEO of Locust Walk , sits down with David Harel , CEO and Co-founder of CytoReason . CytoReason uses AI-powered disease models to transform drug discovery and development, offering pharmaceutical companies insights that reduce both time and costs in bringing new therapies to market. David shares his journey from private equity to co-founding CytoReason—...

During this episode of Biotalk, Geoff Meyerson , CEO of Locust Walk , unpacks our 2024 Q3 Report: Global Trends in Biopharma Transactions Report . Each quarter, Locust Walk’s deal team compiles key statistics and trends showcasing the current state of global private and public capital markets, strategic partnerships, and M&A in the biopharma sector.   In this episode, Geoff provides valuable i...

On this episode of Biotalk, Locust Walk’s  Andy Meyerson  welcomes  Dr. Lindsay Rosenwald , Chairman, President and Chief Executive Officer of  Fortress Biotech , a company focused on licensing and developing high-potential marketed and development-stage drugs. Lindsay shares his journey from physician to biotech entrepreneur and outlines Fortress Biotech’s strategy of licensing high-potential mar...

On this episode of Biotalk, Locust Walk’s  Geoff Meyerson  welcomes  Stephen Sands , former Vice Chairman of Investment Banking and Chairman of the Global Healthcare Group, and currently Senior Advisor at  Lazard , a renowned name in global financial services. Together, they explore Stephen’s journey into life sciences finance, his transition into financial and management roles within healthcare,...

During this episode of Biotalk,  Geoff Meyerson , CEO of  Locust Walk , unpacks our  2024 Q1 Report: Global Trends in Biopharma Transactions Report . Each quarter, Locust Walk’s deal team compiles key statistics and trends showcasing the current state of global private and public capital markets, strategic partnerships, and M&A in the biopharma sector.   In this episode, Geoff provides valuabl...

In this episode, Geoff provides valuable insights into our report, focusing on critical areas such as: Biotech capital markets: XBI performance and IPO volume Private biotech markets: Financing deal value and volume remained flat Strategic transaction activity: Q4 marked a surge in multi-billion-dollar acquisitions Market outlook and advice for the year ahead We invite you to listen to our podcast...

On this episode of Biotalk,  Locust Walk ‘s  Geoff Meyerson  welcomes  Soufiane Aboulhouda , Co-Founder and Chairman of the Board of  Nucleate , a global non-profit dedicated to empowering future biotech leaders through education and fostering innovation in life sciences companies. The discussion explores Soufiane’s journey into early-stage biotech and delves into the founding story of Nucleate, h...

On this episode of Biotalk,  Locust Walk ‘s  Daniel Brog  welcomes with  Shehnaaz Suliman, M.D. , CEO of  ReCode Therapeutics , a clinical-stage genetic medicines company using its selective organ targeting lipid nanoparticle platform to power the next wave of mRNA and gene correction therapeutics. With over 25 years of experience, Shehnaaz brings a multifaceted perspective to the discussion. She...

On this episode of Biotalk,  Locust Walk ‘s  Geoff Meyerson  welcomes  Errik Anderson , CEO and Founder of  Alloy Therapeutics , to the podcast. Alloy is a trailblazing drug-discovery company, bringing collaborative platforms and services to the biotech world, making cutting-edge biologics accessible to everyone, from academia and small biotechs to major pharmaceutical companies. Errik, with a uni...