BioCentury This Week
BioCentury This Week
BioCentury
Ep. 393 - China trends; Roche, Merck KGaA deals; Arrowhead & tau
30 minutes Posted Oct 20, 2026 at 3:00 am.
Introduction
China Trends
Roche-Hansoh Deal
Merck KGaA Buys Silence
Arrowhead's Brain Shuttle
Isomorphic Labs Valuation
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30:20
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Show notes
Roche’s $15 billion biobucks deal with Hansoh for preclinical ADCs is the latest in a string of China licensing deals carrying unusually large upfronts for early-stage assets. On the latest BioCentury This Week podcast, BioCentury’s analysts assess trends to watch ahead of Shanghai Life Sciences Week, including how new rules have curtailed China’s IIT pathway and a proposed export-control regime that could complicate cell and gene therapy and siRNA deals. The analysts also discuss Merck KGaA’...