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
A pair of high profile clinical setbacks has wiped out more than $40 billion in market cap for Novartis, most of which stemmed from the Phase III miss of antisense oligonucleotide therapy pelacarsen. On the latest BioCentury This Week podcast, BioCentury's analysts unpack the fallout for Lp(a) as a cardio target and whether issues with the target, modality or treatment setting contributed to the therapy's lack of efficacy. The analysts also review BioCentury's annual big pharma deals analysis...