In this week’s episode, John Stanford breaks down the White House autism event, the debate over shifting SEC reports to twice-yearly, and how MFN pressure is reshaping pricing strategy - before welcoming Endpoints News’ Max Bayer for a wide-ranging Press Pass on tariffs, GLP-1s, and China’s biotech surge. We unpack what “success” might look like for the administration’s drug-pricing push, why insurers could make or break any DTC effort, and how policy whiplash is hitting rare disease developers and investors. Max shares on-the-ground reporting about China’s rapidly built “Cambridge-like” ecosystems and the risks of restricting out-licensing. We also discuss the stakes for U.S. competitiveness if Europe becomes the default partner. Stick around to the end for how we’re tracking MFN and IRA signals across company filings.

Should SEC reporting shift to twice a year for biotechs, or does that cut needed transparency?

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Timestamps:
0:05 Welcome to Making Medicine
0:36 Headlines: White House autism event & fallout
1:34 SEC filings: quarterly to semiannual debate
2:13 Press Pass: Max Bayer (Endpoints News) joins
2:39 “Totality” of actions - MFN, tariffs, vaccines, China deals
4:10 Investor lens: regulatory continuity & rare disease shocks
6:01 MFN behavior shifts (e.g., UK pricing moves)
8:39 What counts as success? GLP-1 pricing & insurer role
12:11 China’s biotech surge & the out-licensing boom
15:03 Policy options: restrictions vs. U.S. competitiveness (Europe risk)
17:20 U.S. ecosystem headwinds: jobs, patents, visas, funding
23:51 Outro, subscribe, and where to send tips for Max DISCLAIMER: We’re reporting on the headlines, not making medical recommendations. For personal health questions, always consult a doctor.