Post-Hoc Live

WuXi is back on the Pentagon’s blacklist. The United States Treasury might restrict investments in Chinese biotech. Despite wave after wave of big pharma announcements around partnerships with China, the protectionist voices are taking up more airtime. Where are the winds blowing, and what material impact could this all have?

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CEO pay keeps going up, and up, and up. What do the pay ratios at pharmas say about the state of the industry as a whole, and how do the eye-popping numbers affect global competition? On Post-Hoc Live, we’ll take you behind the scenes of Endpoints’ annual biopharma compensation report, which breaks down pay for top execs and median workers. 

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Jeremy Levin has seen the biopharma industry from practically every vantage point. Now, with decades of experience under his belt, he’s out front in the chorus of veterans sounding the alarm about threats to US dominance in biotech. He joins Post-Hoc Live to talk about China, US policy, and how to stem the bleeding. 

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Marty Makary resigned as FDA commissioner on Tuesday after a turbulent tenure at the head of the agency. The Endpoints and Financial Times teams sat down at the US Pharma and Biotech Summit on Thursday to talk about his tenure, his downfall, and where the FDA goes from here.
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Thanks to our premium subscribers who joined us live for this special episode of Post-Hoc Live. Catch up on the recording now:Are more deals coming, after a deal-heavy Q1? How are IRA negotiations and MFN deals affecting outlooks? What's the state of the oral weight loss race between Novo and Lilly? We’ll dig into key results and predict what they could mean for the rest of the year.

The CDC hasn’t had a Senate-confirmed director since August. But last week, President Trump announced his next pick — Erica Schwartz, a former deputy surgeon general. She’s a more traditional public-health choice, and if confirmed, faces the formidable tasks of stabilizing the agency and working with RFK Jr., whose anti-vax and MAHA allies have already criticized the pick. We’re joined by Brinda Adhikari, the host of podcast Why Should I Trust You?, to talk about where the CDC and MAHA go from here. 

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Pharma companies went on a dealmaking spree over the past few weeks, signing acquisitions worth up to $25.5B in two weeks in March alone. It’s shaping up to be a big year — if the pace continues. We’re joined by Emily Field, head of US biopharmaceuticals equity research at Barclays, to break down the factors contributing to the deal flow and make predictions for the rest of the year. 

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With the midterms looming, Trump’s HHS seems to be backing off vaccines and pivoting toward healthy eating — playing up the aspects of RFK Jr.’s agenda that are popular, rather than those that cater to his base. Is the new focus working, and will it last? We’re joined by former US Representative Dr. Michael Burgess to talk through the political landscape around vaccines and why he thinks it’s a liability for Republicans.

Hims and Novo seem to have made up. After the fraught few days last month when Hims announced a compounded version of Novo’s weight loss pill, Novo sued, and regulators threatened investigations, the two companies came to a deal: Hims & Hers will sell the name-brand drugs and limit sales of compounded meds. Now that the dust has started to settle, who came out on top, what does the deal mean for each company — and will the peace last?

Last week, the U.S. International Trade Commission said it would investigate whether US biotech companies were at an unfair disadvantage because of Chinese pricing practices. The move was one of the many recommendations made by the National Security Commission on Emerging Biotechnology, which has spent the past year taking a close look at the rise of China’s biotech industry. Friday on the show, Endpoints reporters Max Bayer and Zach Brennan will talk with NSCEB Executive Director Caitlin Frazer about the group’s slate of proposals and the role policy changes can play in shoring up US biotech.