Episode 89: Cellicon Valley Outlook

FDA approves Ultragenyx's Fayuvi as the first treatment for Sanfilippo syndrome type A, Lisata Therapeutics acquires Marea Therapeutics as mAbxience partners with Sandoz on a hemophilia A biosimilar, and Joe Cunningham argues that executive drug-pricing deals alone won't fix costs.

FDA approves Kerendia as the first new treatment for kidney disease in type 1 diabetes in decades, Novo, Roche, and Aethlon Medical strike major deals and mergers with Orbis Medicines, Dualitas Therapeutics, and North Immunology, and Thani Jambulingam of Saint Joseph's University examines the fight to control the GLP-1 patient journey.

Novo teams up with Anthropic on AI-driven drug discovery, Sling Therapeutics and Circle Pharma close major financing rounds, and IQVIA's Phil Ford makes the case for reimagining medical content as a loop rather than a pipeline.

GSK is acquiring a trispecific T-cell engager from Chimagen Biosciences and Sanofi expanding its manufacturing partnership with Cheplapharm, Stewart Gandolf discusses why pharma marketing now has to write for both people and AI, and Dr. Elena Christofides explains why cortisol dysregulation may be the hidden reason some diabetes patients fail to respond to incretin therapies.

Cellectis pivots from CAR-T to in vivo gene editing, Novo Nordisk rebrands as "Novo" to sharpen its competitive edge in obesity and diabetes care, and Wendy Short Bartie of Bristol Myers Squibb makes the case for reputation as a strategic currency.

Novartis investors intensify pressure on the company's M&A strategy after a string of trial failures, Michelle Carnahan argues health care needs an orchestration layer rather than more point solutions, and Nacho Quinones and Aisling O'Loughlin make the case for synthetic advisory boards in biopharma decision-making.