🎙 Biotech Blueprint is officially a podcast!
We cover biotech research, innovation, strategy, and market dynamics with expert guests from industry and academia. You’ll find both short This Week in Biotech video recaps and long-form podcast interviews below.
In this weekly video recap, I break down the most important biotech news from May 9–16, 2025:
U.S. President Donald Trump signed an executive order to implement the “Most Favored Nation” model, aiming to link Medicare drug prices to those paid in other wealthy countries. The proposal sounds aggressive, citing price cuts of up to 80%, but for now lacks enforcement, funding, or a clear timeline. The markets shrugged it off after officials reassured investors it wouldn’t dent pharma profits.
Novo Nordisk announced a $2.2B partnership with Septerna to develop next-gen oral GLP-1 therapies, aiming to stay competitive with Eli Lilly’s fast-moving obesity pipeline. Just days later, CEO Lars Fruergaard Jorgensen stepped down, with analysts citing concerns that Novo is losing its first-mover edge. Shares are down ~60% from their 2024 peak, and investor focus is shifting to the strength of Novo’s pipeline.
The FDA delayed its review of Biohaven’s rare disease drug troriluzole, extending the PDUFA date by three months. No new safety issues were cited and the delay comes amid broader restructuring at the FDA, where leadership is reconsidering how PDUFA timelines are managed, especially for small biotechs pushing first-in-class therapies.
Thanks for tuning in. I’ll be back next week with more biotech news you need to know.
DISCLAIMER: This content is for informational purposes only. It should not be taken as legal, tax, investment, financial, or other advice. The views expressed here are my own and do not reflect the opinions of any company or institution.
DISCLOSURE: I have no business relationships with any company mentioned in this article.
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