Post-Hoc Live

In the last two weeks, Sarepta has been threatened by the FDA with having its drug pulled, refused to do so, then capitulated, and then won a reversal by the regulator. We'll talk with R.W. Baird analyst Brian Skorney, who has followed the company's ups and downs for years, and what this latest twist tells us about the company's future, how this FDA is operating, and the power of patient and political pressure.

Things don’t look good for Sarepta. After reports of a third patient death on Thursday — this one in a clinical trial — which wasn’t disclosed by the company in its corporate update, an HHS official told Endpoints that the FDA would ask the company to stop shipping its Duchenne muscular dystrophy treatment Elevidys. Stock is down. Leadership is under fire for not being transparent about patient deaths. Where does the company, and the gene therapy industry, go from here?

Are drugs in space for real this time? Varda Space Industries, which just announced they had raised $137 million to start industrializing bio-processing in low-earth orbit, certainly thinks so. Endpoints Executive Editor Drew Armstrong and Senior Science Correspondent Ryan Cross are more skeptical — so Varda’s Chief Science Officer Adrian Radocea is joining Post-Hoc Live to try and convince them that it’s not just hype. They’ll talk about microgravity chemistry, experiments in orbit, and what Varda plans to do with its new influx of cash.

Biopharma companies are increasingly turning to China to find new molecules, and looking to Chinese companies for licensing deals. Some investors are leaning in — but others, like Curie.Bio CEO Zach Weinberg, think they should stay away.This week, Weinberg joins Post-Hoc Live to help us to take stock of the landscape. Be sure to check out our coverage before you tune in: https://endpoints.news/us-investors-divided-on-chinas-biotech-rise/

It’s a busy week in Washington. RFK Jr. faced the House Energy and Commerce Subcommittee on Health. The newly reconstructed ACIP will meet for the first time. And Susan Monarez will go before the Senate Health, Education, Labor, and Pensions Committee for her confirmation hearing to lead the Centers for Disease Control and Prevention. We’ll go live after the final ACIP votes on Thursday, June 26 to unpack what we learned about the new direction of the committee and discuss what comes next for US vaccination policy.

We’re coming to you live from Boston, where Endpoints reporters have spent the past few days at BIO 2025 talking with industry leaders. The mood in the industry has been bleak — how is that playing out on the ground?

Today, Drew Armstrong will be joined by senior biopharma correspondent Andrew Dunn and Abhi Mahajan, a machine learning expert who writes about the intersection of ML and biology at Owl Posting. They'll talk about how AI is evolving, what it’ll mean if (or when) it improves past our ability to understand it, and how that will affect drug development.

HHS Secretary Robert F. Kennedy Jr. fired the CDC's vaccine advisory board known as ACIP, which for years has played a key role in setting US vaccination policy on everything from measles to flu to Covid-19. To assess the fallout, we're speaking with former CDC Director Mandy Cohen, who led the agency from 2023 to 2025.

For the next Post-Hoc live, I'll be joined by Endpoints Founding Editor John Carroll to talk about his twice-a-year sentiment survey of biotech and pharma execs. The results aren't pretty, and John will put them into perspective against more than half a decade of checking the industry's pulse. We'll also be joined by Senior Reporter Kyle LaHucik, who covers public and private deals, and closely tracks where the money is moving in biotech

Today, Drew Armstrong is joined by Nick Shipley, the former top lobbyist for the biotech industry, to break down President Trump's "most favored nation" executive order on drug pricing. We’ll talk about what the White House wants, how it could implement those plans, and how the industry and investors are reacting.