Podcasts about Scrip

Audio roundup of selected biopharma industry content from Scrip over the business week ended November 28, 2025. In this episode: 2027 Medicare price cuts likely not as large as CMS estimates; Zai Lab leads DLL3 lung cancer ADC race; Phase II failure for J&J's Alzheimer's asset posdinemab; Bayer's positive Phase III data for asundexian in stroke; and Pfizer/Astellas's Padcev's first big win in bladder cancer study. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-R4RCDF2RXVGVHPEX2WQ7A3JVKU/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年11月28日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: 2027年医保降价幅度或低于CMS预期；赛尔安泰在DLL3肺癌ADC竞赛中领先；强生抗tau阿尔茨海默病药物posdinemab二期试验失败；拜耳阿苏德克赛安三期中风试验意外获胜；辉瑞/安斯泰来Padcev膀胱癌研究首获重大突破。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-R4RCDF2RXVGVHPEX2WQ7A3JVKU/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

LEG Immobilien SE Elevator Pitch: Key TakeawaysOverview of LEG Immobilien SELEG Immobilien SE is one of Germany's largest and most focused residential real estate companies, dedicated entirely to affordable housing and long-term, cash-driven value creation. In this elevator pitch, Head of Investor Relations & Strategy Frank Kopfinger provides institutional investors with a clear, structured, and transparent overview of LEG's business model, portfolio characteristics, financial positioning, and the strategic levers that will drive earnings growth in the years ahead.Portfolio Scale and Regional FocusWith 172,000 apartments housing roughly 500,000 tenants, LEG is the second-largest listed residential landlord in Germany—yet uniquely concentrated on one region and one asset class. Around 80% of the portfolio is located in North Rhine-Westphalia (NRW), Germany's most populous state and an economic powerhouse responsible for 22% of national GDP. This regional focus gives LEG deep operating expertise, stable structural demand, and a consistent ability to deliver affordable housing at scale.Affordable Housing and Social ResponsibilityLEG's portfolio is positioned at the core of the German social housing ecosystem. Average rents amount to just €7 per sqm—or around €450 per apartment per month—well below national averages, ensuring consistently high occupancy and strong tenant retention. Approximately 17% of units are rent-restricted, providing predictable cash flows supported by state subsidies for low-income households. This is complemented by a disciplined asset valuation of roughly €1,700 per sqm, far below replacement cost levels of €4,000–5,000 per sqm, resulting in a substantial valuation buffer and a highly attractive 4.9% portfolio yield.Valuation, NTA, and Market DiscountBased on these valuations, LEG's NTA (NAV) per share stands at around €131, while the share price trades at a deep discount. This highlights market concerns about interest rates, as well as the potential upside as fundamentals normalise. Frank Kopfinger will explain how LEG managed the interest-rate shock remarkably well: by placing strict focus on cash, liquidity and AFO (Adjusted Funds from Operations), the company's key free-cash-flow metric since 2023.Cash Preservation MeasuresOver the past two years, LEG executed a series of disciplined measures to safeguard cash generation:  • ~6,000 non-core units sold for over €550 million  * Scrip dividends offered in 2023 and 2024  * Wind-down of the development pipeline, with the last new units completed in 2025Combined, these initiatives generated around €1 billion in cash, strengthening the balance sheet and allowing LEG to return earnings to pre-crisis levels as early as 2025—even amid high interest rates.Future Earnings MomentumLooking ahead, LEG expects earnings momentum to continue. Based on the 2025 guidance, AFO per share is set to increase by around 10%, followed by an additional ~5% in 2026. Multiple structural drivers support this outlook:  • Severe housing shortage due to collapsing construction volumes  * Ongoing market rent growth supported by strong demand  * Cost-rent adjustments for subsidised units beginning in 2026  * 16,000 regulated units coming off restriction in 2028, enabling rent increases toward market levels▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Audio roundup of selected biopharma industry content from Scrip over the business week ended November 21, 2025. In this episode: obesity beyond GLP-1s; biotech leaders bullish as M&A heats up; BMS's milvexian setback; clinicians on evolution of MASH treatment; and Japan H1 results mixed. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-MXUR6OEDNNAEPPTTZ4YZKH55SU/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年11月21日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: GLP-1药物之外的肥胖治疗新局；并购热潮中生物科技巨头的乐观预期；百时美施贵宝Milvexian遭遇挫折；临床专家解读MASH疗法演进；日本企业上半年业绩喜忧参半。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-MXUR6OEDNNAEPPTTZ4YZKH55SU/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

Audio roundup of selected biopharma industry content from Scrip over the business week ended November 1, 2025. In this episode: Pfizer's unwavering pursuit of Metsera; Lilly's obesity momentum; Merck & Co.'s MFN negotiations; Novartis's promising Sjögren's results; and the rising Chinese pressure on US innovation. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-2K33BM6BLBDU7JH7QMETUXUKPE/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年11月1日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: 辉瑞对Metsera的坚定收购计划；礼来公司肥胖症治疗领域的强劲势头；默克公司MFN协议谈判进展；诺华公司干燥综合征研究的积极成果；以及中国对美国创新领域施加的日益增大的压力。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-2K33BM6BLBDU7JH7QMETUXUKPE/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

Audio roundup of selected biopharma industry content from Scrip over the business week ended October 31, 2025. In this episode: third quarter dealmaking picks up; Novartis still has M&A firepower even after Avidity acquisition; Hanmi's obesity contender shows Phase III promise; NVIDIA partnership progresses Lilly's AI plans; and Lilly builds gene therapy push with Adverum buy. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-MQMX2YHSAVHBTJFR4RAEAYNFNQ/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年10月31日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: 本期要闻——第三季度并购交易回暖； 诺华收购Avidity后并购火力依旧；韩美制药肥胖症候选药物展现三期试验潜力；英伟达合作推动礼来人工智能计划；礼来收购Adverum强化基因疗法布局。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-MQMX2YHSAVHBTJFR4RAEAYNFNQ/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

스톤브릿지벤쳐스의 김현기 상무는 Scrip과의 인터뷰에서 벤처캐피탈의 국내 바이오 투심 회복을 제약하는 요인과 투자 고려사항, 전략 등을 이야기했습니다. https://insights.citeline.com/scrip/leadership/interviews/a-vc-perspective-on-korean-bioventures-new-catalysts-needed-to-jumpstart-activity-Z7IXGZWZVVGKFDPNOWNJJPMWLQ/ Playlist: soundcloud.com/citelinesounds/sets/korean-language-biopharma-mini

Joseph Haas, senior writer, Scrip, speaks to guest panelists Robert Darwin, partner, Sidley law firm, and Arda Ural, Americas Life Sciences Leader, EY.

Audio roundup of selected biopharma industry content from Scrip over the business week ended October 24, 2025. In this episode we focus on the most significant results presented at the European Society for Medical Oncology meeting in Berlin: Enhertu in early-stage breast cancer; Padcev/Keytruda in bladder cancer; Phase III wins for Pluvicto; Trodelvy and Datroway in breast cancer tussle; and Merck & Co. raises hopes in breast cancer. . Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-EWX3A6U4TBE5NPDYXHIJSWDO3A/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年10月24日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本期聚焦柏林欧洲医学肿瘤学会会议的新成果：Enhertu在早期乳腺癌中的应用；Padcev/Keytruda在膀胱癌领域的突破；Pluvicto的III期试验成功；Trodelvy与Datroway在乳腺癌治疗领域的较量；默克公司为乳腺癌治疗带来新希望。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-EWX3A6U4TBE5NPDYXHIJSWDO3A/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

Audio roundup of selected biopharma industry content from Scrip over the business week ended October 17, 2025. In this episode: big pharma still sees value in cell and gene therapy; what to look out for at ESMO; world first for Kelun's TROP2 ADC; J&J expects alignment with White House policies; industry uncertainties aired at BioFuture meeting. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-ADAR4VZIGRFIFCOMXI7UTZS76U/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年10月17日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: 大型药企仍看好细胞与基因疗法前景；ESMO会议关注焦点；科伦制药TROP2抗体药物偶联物创全球首例；强生预期与白宫政策保持一致；BioFuture会议揭示行业不确定性。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-ADAR4VZIGRFIFCOMXI7UTZS76U/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

Audio roundup of selected biopharma industry content from Scrip over the business week ended October 10, 2025. In this episode: biopharma financing regaining optimism; larger CAR-T indications to strain healthcare capacity; Galderma punching above weight in dermatology; Amgen's direct-to-patient Repatha program; and Datroway's survival success in breast cancer. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-JZ326HAB2ZHB7E3Z5PNIUBITQQ/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年10月10日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: 生物制药融资重燃乐观情绪；CAR-T疗法适应症扩大将考验医疗体系承载力；高德美在皮肤科领域表现超出预期；安进推出面向患者的Repatha直接销售计划；Datroway在乳腺癌领域取得生存期突破。 Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-JZ326HAB2ZHB7E3Z5PNIUBITQQ/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年10月3日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本次要闻: 辉瑞暗箱操作美国定价协议；日本药品关税政策引发争议；美国直供患者计划持续扩张；诺华瑞美布替尼获首次批准；葛兰素史克首席执行官即将卸任。 https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-NYTAMV4KPFCB3PSCCQMKIF2CEA/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

Audio roundup of selected biopharma industry content from Scrip over the business week ended October 3, 2025. In this episode: Pfizer's backroom US pricing deal; confusion over Japan's pharma tariffs; more direct-to-patient schemes in the US; first approval for Novartis's remibrutinib; and GSK's CEO to step down. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-NYTAMV4KPFCB3PSCCQMKIF2CEA/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended September 26, 2025. In this episode: Pfizer jumps back into obesity with Metsera bid; Roche maps out its obesity ambitions; UniQure's encouraging gene therapy results for Huntington's; BMS plans US pricing for Cobenfy in the UK; and vaccine skepticism affects vaccine commercial prospects. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-HCVAK32IGREDHMH5D4I3RFY6AA/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年9月26日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本期要闻：辉瑞通过收购Metsera重返肥胖治疗领域；罗氏勾勒肥胖治疗战略蓝图；UniQure公司亨廷顿病基因疗法取得积极进展；百时美施贵宝计划在英国采用美国定价策略推广Cobenfy；疫苗质疑情绪影响商业化前景。 https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-HCVAK32IGREDHMH5D4I3RFY6AA/ Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX

Audio roundup of selected biopharma industry content from Scrip over the business week ended September 19, 2025. In this episode: GSK announces US investments during Trump's UK visit; Lilly thinks twice about UK lab investment; analyzing the rise in China R&D and deals; Regeneron CEO on his company's ignored blockbusters; and AstraZeneca's COPD trial failure. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-D4VJFG2XNJGAJEFGSXNEQUA3BU/ Sign up for China R&D webinar: https://www.citeline.com/en/events/china-transforming-pharma This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年9月19日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。 本期内容——GSK在特朗普访英期间宣布美国投资计划； 礼来公司对英国实验室投资三思而后行；解析中国研发与并购热潮；再生元CEO谈被忽视的重磅产品；阿斯利康COPD试验受挫。 https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-D4VJFG2XNJGAJEFGSXNEQUA3BU/ China Webinar sign up: https://www.citeline.com/en/events/china-transforming-pharma Playlist: https://on.soundcloud.com/gnr7PaOwflNKiAO7QX

By Jono Linebaugh

Audio roundup of selected biopharma industry content from Scrip over the business week ended September 12, 2025. In this episode: Novo Nordisk cuts 9,000 jobs; deals freshen up Novartis's cardio franchise; J&J's Inlexto approval; Summit's ivonescimab challenges; and FDA's DTC ad crackdown. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-XQF6667ICBDMTFBCUCNYBZUJZY/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年9月12日当周的生物制药行业的商业动态。 本期要闻——诺和诺德裁员9000人；诺华心脏病业务板块交易焕新； 强生Inlexto获批；Summit公司ivonescimab面临挑战；FDA严打直接面向消费者广告。 https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-XQF6667ICBDMTFBCUCNYBZUJZY/ 本期节目采用人工智能文本转语音及语音仿真技术制作。

Audio roundup of selected biopharma industry content from Scrip over the business week ended September 5, 2025. In this episode: the US MASH market after Wegovy's approval; AstraZeneca and Mineralys in close hypertension race; United Therapeutics' Phase III win in IPF; Corsera aims to predict and prevent cardiovascular disease; and Ionis's RNA-targeted win in severe hypertriglyceridemia. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-RKP4E4CFGFGGXBRVXTI73V27U4/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Edward Andrew joins us to talk about SCRIP which is a second chance re-entry program. They have a gala coming up at Dunkin Park's YG Club and Edward talks about the great work they do!

Audio roundup of selected biopharma industry content from Scrip over the business week ended August 29, 2025. In this episode: Lilly's orforglipron strong in diabetic obesity; Ascletis confident in oral GLP-1 challenger; myostatin drugs progress for obesity; an interview with OneSource's CEO; and an analysis of Dupixent's pipeline-in-a-product success. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-KKZ7ZW3B2VGUBFTSLNCLIHU7QU/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended August 22, 2025. In this episode: Madrigal regains MASH lead with EU Rezdiffra approval; Viking's obesity data scare investors; China assets lead GLP-1 deals; CSL and others restructure; and Indegene exec on DTP and MFN policies. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-T77LV22VANAL5GNPCC2YUVLZBE/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended August 15, 2025. In this episode: a look at the likely top drugs in 2030; Lilly CEO advocates US/Europe pricing rebalance; Insmed sees $5bn-plus market for Brinsupri; royalty deals go mainstream; Phase III win sets stage for Epkinly label expansion. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-365OXHOS2RFXHPEDQIURY6LFDI/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended August 8, 2025. In this episode: Trump ups pressure on MFN pricing; Pfizer says pharma working with Trump on direct sales; Sanofi says direct sales worth considering: Aurigene Oncology CEO on biotech valuations and more; and Novartis progresses pipeline-in-a-product assets. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-RCXSH2B5EVCC3IIK35GXUSNZVA/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended August 1, 2025. In this episode: EU tariff deal leaves questions for pharma; Prasad's CBER exit could bode well for genetic medicines; Winrevair grows but Merck & Co. plans cost cuts; Novo Nordisk selects new CEO; and a look at obesity past the GLP-1s. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-AOJAANRHLNCPNNLNGVVKA3HEAE/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended July 25, 2025. In this episode: Sanofi's Vicebio buy; Sarepta halts US Elevidys shipments; Novartis warning over Europe; US CRL for Genentech's Columvi; and an interview with Novavax. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-U4IN5X7DRVFLVIBJ4Q72VTAJUY/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended July 18, 2025. In this episode: – J&J delivers in Q2 despite Stelara drop; Sarepta cuts jobs as Elevidys slumps; AI is inevitable but needs to be applied appropriately; China's mid-cap companies thrive; and a look behind Glenmark's landmark trispecific deal. Article links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-HYQOHZ42CNCQRPF6HCKGLTHUKM/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Scrip discusses the latest M&A activity and trends with CEO Shawn Titcomb of Allele Capital and Cheryl Reicin, a partner focused on international life sciences activity at Mintz.

Audio roundup of selected biopharma industry content from Scrip over the business week ended July 11, 2025. In this episode: Merck & Co's Verona acquisition; venture funding plummets in Q2; how Teva is expanding innovation; Apogee's Phase II eczema win; and a look at India's wave of licensing. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-TJX4YBGD5JDSHGRUTLYHWO2JMU/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended July 4, 2025. In this episode: AbbVie's big autoimmune CAR-T play; In Vivo CAR-T interest grows; China deal perspectives from BIO; global pharma interest in Korea undeterred; and a look at the biggest drug sales disappointments. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-Y77FXMFAIFEVFK75G5QUSNSBOY/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended June 27, 2025. In this episode: top drugs in the first quarter; deal trends at bio; Novo and Lilly's obesity segmentation plans; Chinese firms at ADA; and five drugs that surpassed sales expectations. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-H57S2YTFQRBOLACVOV5SLXWK3Y/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended June 20, 2025. In this episode: US policies in spotlight at BIO; Lilly's Verve acquisition; UroGen's bladder cancer approval; Ireland's biopharma talent; and Korea proposes new AI R&D project. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-VYWYRS37HJH6HNRZJHNGCWVSNM/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

관세와 무역 장벽의 출현, 정책 변화 등으로 올해 유럽 바이오기업들의 자금조달이 쉽지 않은 상황이라는 In Vivo 기사를 요약한 내용입니다. https://insights.citeline.com/in-vivo/market-intelligence/the-360-degrees-of-european-biotech-financing-in-2025-KZUNCOS3GZAYLBPGFTLJUBY7SY/ Join Seoul-based Scrip and Pink Sheet editor Jung Won Shin in this Korean-language mini podcast on recent biopharma industry topics. Playlist: soundcloud.com/citelinesounds/sets/korean-language-biopharma-mini

Audio roundup of selected biopharma industry content from Scrip over the business week ended 13 June 2025. In this episode: breaking down big pharma's executive pay; US vaccine panel upheaval; Merck's RSV approval; MFN and Japan; and the future of Pfizer and Arvinas's partnership. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-BC44NPMNMNGMXP5X4STR4ZAFU4/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended 6 June 2025. In this episode: Sanofi's Blueprint buy; AstraZeneca's breast cancer resistance results at ASCO; BMS and BioNTech's big bispecific deal; Kymera's Dupixent in a pill; and Degron's CEO on pipeline and strategy. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-T5ID4HF465BXFGAH7C6OOSEGTA/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended 30 May 2025. In this episode: a preview of major ASCO readouts; Roivant stays patient in deals; Lilly diversifies pain pipeline with SiteOne acquisition; Nucala gets US COPD nod; and women in Indian pharma. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-L4LQVHCXLRFEDBOU657R5SEMJY/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended 23 May 2025. In this episode: Novo Nordisk's CEO forced out; quantifying biopharma's contribution to the US economy; a history of MASH deals; lift for AstraZeneca's asthma ambitions; and major Japanese firms see US revenue growth. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-XJZXECGBDRDJLCM6FBOJSZNPK4/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

바이오기업 가치상승으로 일부 딜 (deal)의 경우 빅파마의 투자수익률 (ROI)이 거의 없는 상황이지만, 특정 전략으로 성공 가능성을 높일 수 있다는 Scrip 기사를 요약한 내용입니다. https://insights.citeline.com/scrip/business/deals/biopharma-deals-roi-has-fallen-and-market-instability-could-make-it-worse-MV7Z55MUW5EB7CWVF6JYKHZWUA/ Playlist: soundcloud.com/citelinesounds/sets/korean-language-biopharma-mini

Audio roundup of selected biopharma industry content from Scrip over the business week ended 16 May 2025. In this episode: Trump's executive order more rhetoric than action; industry grapples with Trump pricing plan; Hengrui set for this year's biggest IPO; Sanofi's exec's advice to biotechs; and biotech deal return on investment falls. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-D4WWGRDN7VB3BB2KULQYTQFKJM/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Audio roundup of selected biopharma industry content from Scrip over the business week ended 9 May 2025. In this episode: industry makes its case to Trump; Sarepta slammed by double blow; Chinese firms build obesity pipeline; Swiss biopharma staying strong; and Merck & Co looks to immunology and ophthalmology. https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-HVFSXCWENFCU7FLRVPHK3P4WFU/ This episode was produced with the help of AI text-to-voice and voice emulation tools. Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Original Air Date: January 15, 1940Host: Andrew RhynesShow: The Lone RangerPhone: (707) 98 OTRDW (6-8739) Stars:• Earle Graser (Lone Ranger)• John Todd (Tonto) Writer:• Fran Striker Producer:• George W. Trendle Music:• Ben Bonnell Exit music from: Roundup on the Prairie by Aaron Kenny https://bit.ly/3kTj0kK

Original Air Date: January 15, 1940Host: Andrew RhynesShow: The Lone RangerPhone: (707) 98 OTRDW (6-8739) Stars:• Earle Graser (Lone Ranger)• John Todd (Tonto) Writer:• Fran Striker Producer:• George W. Trendle Music:• Ben Bonnell Exit music from: Roundup on the Prairie by Aaron Kenny https://bit.ly/3kTj0kK