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Post-Hoc Live is an extension of Endpoints' analysis newsletter Post-Hoc — but streamed live on YouTube then brought to you here. Our reporters spend every day texting and calling sources, reading executive orders, and talking to each other in Slack. We're bringing that analysis that happens behind the scenes directly to you, and letting you in on some of our up-to-the-moment conversations.
Subscribe to Endpoints and the Post-Hoc newsletter here: https://profile.endpoints.news/create-account. Send us an email at: posthoclive@endpointsnews.com
Subscribe to Endpoints and the Post-Hoc newsletter here: https://profile.endpoints.news/create-account. Send us an email at: posthoclive@endpointsnews.com
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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 for each company — and will the peace last?
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, Endpoints reporters Max Bayer and Zach Brennan will talk with NSCEB Executive Director Caitlin Frazer about the group’s slate of proposals and the role policy changes can play in shoring up US biotech.
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 officials and the regulatory system. Today on Post-Hoc Live, the Endpoints team unpacks the many, many straws that could have broken this camel’s back.
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 FDA and look ahead to what we might see in year two.
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’ Global Pharma and Biotech Summit, held in partnership with Endpoints, Financial Times global pharmaceutical editor Hannah Kuchler joins Post Hoc Live to offer the view from her side of the pond on how the UK and Europe are reacting to pharma's shifting global politics.
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 replicate that success. They’re joining Post-Hoc Live to talk about what’s next.
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 Global Healthcare Group, will join the show to break it all down.
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 next week at Endpoints AI Day. Sign up for the virtual program here: https://events.endpoints.news/aiday2025
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 drugmakers? Join us to recap all this and more from a busy week in Washington.
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 team is about to release a new report on virtual solutions for opioid use disorder, so she’s joining our health tech team on Post-Hoc Live to talk through what they found — and why their approach matters.
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.
Each year, the Endpoints newsroom places bets on the 11 private biotech companies that we think are the most promising, the most cutting-edge — and would leave the biggest crater behind if things go belly-up. Wednesday on Post-Hoc Live, we’ll share a behind-the-scenes look at how we pick the Endpoints 11, tease what types of companies we focused on this year, and look back at what’s happened to the 66 startups we’ve had on the list so far. And we’ll see you on September 18, when we unveil this year’s list in Boston. Reserve your spot here: https://events.endpoints.news/eleven25
John Maraganore and Clive Meanwell are teaming up again. The two biotech luminaries are coming out of stealth today as co-CEOs of Corsera Health, and have plans to create a two-RNAi drug for cardiovascular disease prevention. They’re joining Post-Hoc Live today to talk about why they’re betting their own money on the venture, their approach to starting companies, and what they think is coming next for the industry.
mRNA-based Covid-19 vaccines were a signature accomplishment under the first Trump administration. But now, RFK Jr. is in charge at HHS, and he’s cutting contracts with mRNA vaccine makers. We’re joined today by Brett Giroir, the assistant secretary for health at HHS under the first Trump administration, to talk about the impact of MAHA’s vaccine agenda — and what the changes mean for the future of mRNA and public health.
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