BioCentury This Week
BioCentury This Week
BioCentury
Ep. 386 - Novartis misses, pharma deals analysis, MFN carve-outs
35 minutes Posted Sep 9, 2026 at 2:00 am.
Introduction
Novartis Phase III Fallout
Annual Pharma Deals Analysis
MFN Carve-Outs
Remembering Peter Barton Hutt
0:00
35:05
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Show notes
Novartis' pelacarsen Phase III miss has wiped more than $40 billion in market cap and raised questions about whether the problem is target biology, molecule design, or treatment timing. On the latest BioCentury This Week podcast, BioCentury's analysts unpack the fallout for Lp(a) as a cardiovascular target, the implications for siRNA versus antisense, and what Novo Nordisk's halted IL-6 inhibitor trials add to a rough week for cardio drug development. The analysts also review BioCentur...