Post-Hoc Live

WuXi is back on the Pentagon’s blacklist. The United States Treasury might restrict investments in Chinese biotech. Despite wave after wave of big pharma announcements around partnerships with China, the protectionist voices are taking up more airtime. Where are the winds blowing, and what material impact could this all have? Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30...

CEO pay keeps going up, and up, and up. What do the pay ratios at pharmas say about the state of the industry as a whole, and how do the eye-popping numbers affect global competition? On Post-Hoc Live, we’ll take you behind the scenes of Endpoints’ annual biopharma compensation report, which breaks down pay for top execs and median workers.  Stay ahead of biopharma. Get the Main Edition in your in...

Jeremy Levin has seen the biopharma industry from practically every vantage point. Now, with decades of experience under his belt, he’s out front in the chorus of veterans sounding the alarm about threats to US dominance in biotech. He joins Post-Hoc Live to talk about China, US policy, and how to stem the bleeding.  Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30 AM ET. S...

Marty Makary resigned as FDA commissioner on Tuesday after a turbulent tenure at the head of the agency. The Endpoints and Financial Times teams sat down at the US Pharma and Biotech Summit on Thursday to talk about his tenure, his downfall, and where the FDA goes from here. Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30 AM ET. Sign up: https://shorturl.at/OBB3D

Thanks to our premium subscribers who joined us live for this special episode of Post-Hoc Live. Catch up on the recording now:Are more deals coming, after a deal-heavy Q1? How are IRA negotiations and MFN deals affecting outlooks? What's the state of the oral weight loss race between Novo and Lilly? We’ll dig into key results and predict what they could mean for the rest of the year.

The CDC hasn’t had a Senate-confirmed director since August. But last week, President Trump announced his next pick — Erica Schwartz, a former deputy surgeon general. She’s a more traditional public-health choice, and if confirmed, faces the formidable tasks of stabilizing the agency and working with RFK Jr., whose anti-vax and MAHA allies have already criticized the pick. We’re joined by Brinda A...

Pharma companies went on a dealmaking spree over the past few weeks, signing acquisitions worth up to $25.5B in two weeks in March alone. It’s shaping up to be a big year — if the pace continues. We’re joined by Emily Field, head of US biopharmaceuticals equity research at Barclays, to break down the factors contributing to the deal flow and make predictions for the rest of the year.  Stay ahead o...

With the midterms looming, Trump’s HHS seems to be backing off vaccines and pivoting toward healthy eating — playing up the aspects of RFK Jr.’s agenda that are popular, rather than those that cater to his base. Is the new focus working, and will it last? We’re joined by former US Representative Dr. Michael Burgess to talk through the political landscape around vaccines and why he thinks it’s a li...

Hims and Novo seem to have made up. After the fraught few days last month when Hims announced a compounded version of Novo’s weight loss pill, Novo sued, and regulators threatened investigations, the two companies came to a deal: Hims & Hers will sell the name-brand drugs and limit sales of compounded meds. Now that the dust has started to settle, who came out on top, what does the deal mean f...

Last week, the U.S. International Trade Commission said it would investigate whether US biotech companies were at an unfair disadvantage because of Chinese pricing practices. The move was one of the many recommendations made by the National Security Commission on Emerging Biotechnology, which has spent the past year taking a close look at the rise of China’s biotech industry. Friday on the show, E...

The biotech and pharma industry might be reaching breaking point with the FDA. Moderna said on Tuesday that the agency won’t review its mRNA-based flu vaccine — and through unusually public disclosures, accused the FDA of changing agreed-upon standards for its trial. And in responses to Endpoints’ Q1 Biopharma Sentiment Index, industry insiders unloaded their frustrations and fury with US official...

It’s only been a month since the FDA signed off on Novo Nordisk’s pill version of its weight-loss drug Wegovy, and the telehealth company Hims & Hers already says it’s going to sell a cheaper, compounded version of the pills. Novo is not happy — to say the least. Today on the show, we’ll dig into this new front in the compounding wars.

How existential are the current threats to US science? Noubar Afeyan, founder and CEO at Flagship Pioneering, joined us to point out the various landmines dotting the landscape during a live taping of Post-Hoc Live out at the JP Morgan Healthcare Conference.

It was a chaotic first year for this Trump administration’s FDA. The agency is down thousands of staff. Leadership was unstable . Industry insiders say they worry about the regulatory environment. What’s next? We’re joined by Holly Fernandez Lynch, an assistant professor of medical ethics at University of Pennsylvania's medical school and an FDA expert, to take stock of the past year at the FD...

The Endpoints newsroom has spent the past few weeks taking stock of the year and picking our 2025 biopharma winners and losers. Who (or what) was up, down, or on the rebound in 2025? We’ll reveal our picks and send you off into the holidays in style.

Derek Lowe is one of the biopharma industry’s most prolific commentators — in just the past month, he’s written about generic drug manufacturing, Sarepta, and the TrkB receptor in his column, In the Pipeline. He joins Post-Hoc Live to talk about the state of drug discovery, being a skeptic, and what he has his eye on next.

The relationship between big pharma and the UK turned south this year. Companies like Eli Lilly and Bristol Myers Squibb want the NHS to pay more for drugs, and others are playing hardball by pulling investments and sharply criticizing the government. And every action is wrapped up in the companies' “most favored nation” negotiations with the Trump administration. Ahead of the Financial Times’...

In February, a team of scientists achieved a long-held scientific goal — creating a bespoke CRISPR editing therapy to treat a single patient with a unique genetic mutation. “Baby KJ” got his own custom treatment only six months after he was born. Now, Rebecca Ahrens-Nicklas, a pediatrician and gene therapy scientist at CHOP, and Kiran Musunuru, a UPenn gene editing scientist, have a plan to replic...

The obesity wars just got spicier. Today, a month after Pfizer said it would buy Metsera, Novo Nordisk swooped in with its own bid for the cardiometabolic drug developer. Metsera says Novo’s offer is “superior.” Pfizer says it’s breaking their terms. We’ll tell you what comes next on Post-Hoc Live with BMO Capital Markets Head of Healthcare Research Evan Seigerman.

Don’t look now, but there are signs of life in the biotech market. The XBI has been ticking up. There were 22 M&A deals in Q3, according to John Carroll’s analysis with DealForma, and deal values are already close to the totals from all of 2024. Is it a mirage, or is the worst really over? And how much will we jinx things by saying it out loud? John and Tim Opler, Managing Director at Stifel's...

Vijay Pande left Andreessen Horowitz this summer after 11 years as a life sciences investor. Now, he’s building a new firm focused on AI. He joins Post-Hoc Live to take the 10,000-foot view of AI in biotech and Silicon Valley: what do investors get right and wrong about biotech? What are the business models for AI in biopharma? Which moonshot project will stick? We’ll continue the conversation nex...

On Tuesday, the Trump administration announced that it had cut a deal with Pfizer on drug pricing and tariffs, and said it’ll launch a government website called TrumpRx where people can purchase cheaper drugs. But there are a lot of lingering questions: How big might Medicaid discounts be? What role will insurance play in the direct-to-consumer website? How are negotiations going with other drugma...

What would it take for US biotech to match the speed and cost of China? Former FDA commissioner Scott Gottlieb, who now works as an investor and board member, will talk about how the US can play defense against China's surging biotech startup ecosystem by moving faster and smarter, and if we're making steps toward doing so, or moving backward.

There are hundreds of digital health tools out there claiming they can do everything from manage diabetes to treat depression. But unlike drugs or devices, these tools don’t have to prove they work before they go on the market. Caroline Pearson, executive director at the Peterson Health Technology Institute, is working to fill that gap by evaluating how good some of these tools actually are. Her t...

Will the XBI ever go up again? Today, we’re posing the intentionally provocative — but revealing — to Cantor’s Josh Schimmer, who has a new analysis out on the index. He’s joining Post-Hoc Live to tell us why, after years of flat numbers, things might be better than they seem.