Quantum computing? On a day that $NVO is looking very bleak, this ⁦⁦conversation with @novonordiskfond⁩ Chief Scientific Officer Lene Oddershede is the opposite.

Like it or not, China is definitively becoming a major source of R&D for large pharma. Science knows no borders. $GSK

China licensing deals reached 14% of the total in 1H25!! $JNJ $LLY $ESAIY $BIIB $RHHBY $NVO $ACET $AZN $PFE $ALPMY $TEVA $SDZNY Listen to Washington News; China Deals; J&J, Pfizer Patents: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud .

Can $NVO ⁦⁦@MyWegovy⁩ have patents go out as far as 2041!!! $JNJ $NVS $PFE $BMY $RHHBY $AZN $GILD $SMMT $BNTX $REGN $MRK $JHPCY $LLY $MDGL J&J, Novartis 2Q; Obesity Patents; Lung Survey: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud .

For those interested in a detailed overview of the $SRPT Elevidys history - listen to @bradloncar’s segment on episode 106

RT @BiotechCH: On Today’s #BiotechHangout @biotech1 (Josh Schimmer), @cngarabedian, @SamFazeli8, @YaronWerber & guest @adamfeuerstein cover….

We did a survey of 53 US lung physicians asking which trials are likely to be practice changing. $SMMT $AZN $BNTX $BMY $GILD.

$MRK $VRNA $RVMD $RPRX $IPSC $RHHBY Listen to IRA Changes; Merck M&A; Revolution Funding Deal - Why we believe consensus is too conservative on daraxonrasib: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud .

Forbion is one of the largest European VCs focused on biotech. What’s their view on Europe? What kind of companies do they look for? How do they work with companies? I cover these topics and more in this podcast. $BCYC ⁦@MarianaOncology⁩ $NAMS

$RPRX $RVMD What Does Royalty Pharma's Revolution Medicine Deal Tell us About The Emerging KRAS-Addicted Cancer Market? Our modelling suggests that for the deal to work for $RPRX, the 15 year cumulative sales of daraxonrasib need to reach $50 billion:

Happy 4th of July to our US friends- $MRK $BMY $ABBV $GILD $NVO $MRNA $SNY $LLY $BAYRY $GSK $ATAI Listen to Tax Bill Outlook, Moderna Flu Win, Pharma Heatmap: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud .

As usual, an excellent episode. ⁦@MyStephanomics⁩ podcasts are a must listen. In this episode, I can’t figure out where ⁦@CathieDWood⁩’s comment on signifiant change in US healthcare regulation comes from.

$MRK $LLY $NVO $TERN $VKTX $AMGN $ZLDPY $RHHBY $VERV $CMPS $JNJ $GHRS $ATAI $REGN $AZN $1867945D Listen to ADA Recap, Gene Editing M&A, Upcoming Repatha Data: BI DRUG CALL by Bloomberg Intelligence #np on #SoundCloud .

RT @BiotechCH: On today's #BiotechHangout @cngarabedian, @daphnezohar, @SamFazeli8, @MatteisPaul, @t_lorriman & @TimOpler discuss market se….

ACIP - shambles? Or is there a better word?.

As expected gene editors are up

$LLY $VERV deal is for in vivo gene editing - one of the topics I spoke about with the $AZN team here.

$MTSR $LLY $NVO $ZLDPY $RHHBY $VKTX $AMGN $TERN $KURA $KYKOY $SNDX $ABBV $URGN Listen to Washington Latest, ADA & EHA Conferences: BI Drug Call by Bloomberg Intelligence #np on #SoundCloud .

Timely podcast given $AZN’s deal in China. It was an absolute pleasure to talk to ⁦⁦@susanmgalbraith⁩ and ⁦@DFredUS⁩

We also have the full research report at 100+ pages. Contact me to see if I can negate it with you.