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’s $1.3 billion takeout of Silence, Arrowhead’s brain-shuttle tau data and the dose dilemma facing tau-lowering therapies, and whether a preclinical biotech like Isomorphic Labs can justify a $40-50 billion valuation.
View full story: https://www.biocentury.com/article/661224
#ChinaBiotech #siRNA #BiotechMA #DrugDiscovery #DrugDevelopment
0:00 Introduction
1:13 China Trends
9:00 Roche-Hansoh Deal
13:11 Merck KGaA Buys Silence
15:38 Arrowhead's Brain Shuttle
23:40 Isomorphic Labs Valuation
To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.
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