Ep. 359 - 2Q markets preview, tariffs and biotech takeouts
Biotech has been resilient as the financial markets teeter under global volatility. For now, M&A and financings, if not IPOs, are continuing, but will the Mideast conflict halt biotech’s recovery? On the latest BioCentury This Week podcast, BioCentury’s Stephen Hansen breaks down the near-term and long-term outlook for a biotech industry hoping to continue the growth of 2H25.
BioCentury’s analysts also discuss the impact of the Trump administration’s tariffs on the biopharma industry and last week’s biggest deals: the pending $6.3 billion takeout of Centessa by Eli Lilly and the proposed $5.6 billion acquisition of Apellis by Biogen. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech.
Register now as a delegate or apply to join the 2026 Presenting Company Class before the 26th Bio€quity Europe May 4-6 in Prague sells out.
View full story: https://www.biocentury.com/article/659040
#BiotechMarkets #BiotechMA #GlobalVolatility #DrugPricingPolicy #BiopharmaStrategy
00:01 - Sponsor Message: IQVIA Biotech
05:09 - 2Q26 Preview
17:09 - Pharma Tariffs
24:04 - C-Path Initiative
26:32 - Lilly Deal
32:19 - Biogen Deal
To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.
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Biotech has been resilient as the financial markets teeter under global volatility. For now, M&A and financings, if not IPOs, are continuing, but will the Mideast conflict halt biotech’s recovery? On the latest BioCentury This Week podcast, BioCentury’s Stephen Hansen breaks down the near-term and long-term outlook for a biotech industry hoping to continue the growth of 2H25.
BioCentury’s analysts also discuss the impact of the Trump administration’s tariffs on the biopharma industry and last week’s biggest deals: the pending $6.3 billion takeout of Centessa by Eli Lilly and the proposed $5.6 billion acquisition of Apellis by Biogen. This episode of the BioCentury This Week podcast was brought to you by IQVIA Biotech.
Register now as a delegate or apply to join the 2026 Presenting Company Class before the 26th Bio€quity Europe May 4-6 in Prague sells out.
View full story: https://www.biocentury.com/article/659040
#BiotechMarkets #BiotechMA #GlobalVolatility #DrugPricingPolicy #BiopharmaStrategy
00:01 - Sponsor Message: IQVIA Biotech
05:09 - 2Q26 Preview
17:09 - Pharma Tariffs
24:04 - C-Path Initiative
26:32 - Lilly Deal
32:19 - Biogen Deal
To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.
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