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Asian Biotechies In A Bar Newsletter

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Issue 0088  2025-03-30  J&J’s Rybrevant Combo Trumps Tagrisso in Lung Cancer; Asian Biotech to Seize Opportunities During Global Pharma Industry Shuffling; Therapy for Autoimmunity and China Biotech Shine at IO360 Summit Conference

Issue 0087  2025-03-23  Alnylam Hits A Home Run With ATTR-CM Approval; The China Boost Behind EsoBiotec In Vivo Car-T Success; AstraZeneca All-In for China

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Issue 0086  2025-03-16  Legend/J&J’s CARVYKTI Gets A Manufacturing Capacity Boost; Recap of BioVerse Episode 19; Key Takeaways from SAPA-GP Business Panel Discussions

Issue 0085  2025-03-09  AbbVie Enters Obesity with A Phase 1 Amylin; Merck Faces Off Halozyme; Dual-Payload ADC Makes A Newco Debut

Issue 0084  2025-03-02  Summit-Pfizer’s IO/ADC Partnership; America First Investment Policy Overshadows US-China Biotech Licensing; Eli Lilly’s $27 Billion Manufacturing Pledge

Issue 0083  2025-02-23 Novo Nordisk Cries Foul Over $1.3 Billion Deal;Allogene's Allogeneic CAR-T Impresses; Is Biotech Model Broken?

Issue 0082  2025-02-16 Trump Starts Mass Layoffs in US Health Agencies;Interview of a NewCo Pioneer; PD-1 Agonist For Rheumatoid Arthritis

Issue 0081   2025-02-09 Reckoning of CRISPR Field; China, GLP-1, and Cost-Cut Dominates Pharma Earnings; Upside of China’s “Super Me-Too” Drugs Overweighs Downside

Issue 0080  2025-02-02 First Non-Opioid Painkiller Approved; Akero’s MASH Home Runs Makes Them a Hot M&A Target; Big Pharmas Wrap Up 2024

Issue 0079  2025-01-26 AstraZeneca/Daiichi’s Dato-Dxd ADC Receives FDA Approval; Novo’s Amycretin Initial Data Impresses Yet Not A Homerun

Issue 0078  2025-01-19 Large pharmas Continue to Battle LOE; BioVerse 17 Highlights The China Trade in JPM2025

Issue 0077  2025-01-12 China Biotech, Friend or Foe

Issue 0076  2024-12-22 Obesity Market Finishes 2024 with A Dramatic Week; Merck Ditches TIGIT and LAG3; A Cell Therapy Catches The Eye

Issue 0075  2024-12-15 Arcellx Challenges Legend’s Carvyki; BTK Degrader Race Heats Up; Other ASH and SABCS Highlights

Issue 0074  2024-12-08 China-To-West Deals Booked $8 Billion in 2024; CMS Tackles CGT Access Barriers

Issue 0073  2024-12-01 Cantor KOL call on US/China Deal Boom; Another TIGIT Skyscraper Collapses

Issue 0072   2024-11-24 Keytruda SQ Score A Critical Win; Atlas' Year-In-Review 2024 Features China Innovation

Issue 0071   2024-11-17 Merck Buys A “Keytruda Killer”; First TCRT Therapy Sales Disappoints; McKinsey China Biopharma Report

Issue 0070  2024-11-10 Biopharma Digests Trump’s Return; TSLP on the Rise; Recap of ObesityWeek Conference

Issue 0069  2024-11-03 Recap of Biopharma 3Q Earnings; MorphoSys Acquisition Becomes A Disaster; Semaglutide MASH Win Gives Biotechs Tailwind

Issue 0068  2024-10-27 China Biotech BD&L Activities Continue to Grow; Recap of Panel Discussion on Newco Formation

Issue 0067  2024-10-20 CLDN18.2 mAb Approval Changes G/GEJ Cancer Landscape; Is TCE Winning Against CAR-T in the Autoimmunity Race?

Issue 0066  2024-10-13 “A Tale of Two Cities” of Biotech Capital Markets; China Biotech/Biopharma Leverages NewCo to Access International Capital

Issue 0065  2024-10-06 AbbVie's Biomarker-Selected ADC Development Approach Shines; China-originated Innovation As ANecessity in Some Areas

Issue 0064  2024-09-29 FDA Restricts PD-1 in Stomach Cancers; Sequencing of ADCs; Akeso and the Rise of Some China Biotechs

Issue 0063  2024-09-22 Checkpoints Questioned at ESMO; Novo Nordisk CB1 Setback in Obesity Ambition

Issue 0062  2024-09-15 Asian Biotech Comes of Age: Akeso/Summit's Keytruda Killer, Asian Support Behind Candid Tx Debut, A Chat with Asian Biotech Deal-Makers

Issue 0061  2024-09-08 Arsenal Raised $325M to Develop CAR-T for Solid Tumors; Sanofi’s Tolebrutinib Ventures into ToughWaters; BCMA T-Cell Engagers Join The AutoimmunityRace

Issue 0060  2024-09-08 FDA Scrutinizes PD-1 for Stomach Cancer; Pfizer's Long Journey to Transform Clinical Trial Success Rates;Versant/Novartis' New Biotech on Kidney Disease

Issue 0059  2024-08-18 Genentech Disbands Cancer Immunology Department; IRA Barks More Than Bites; Potential Mitigation to “Korea Discount”

Issue 0058  2024-08-11 The Backstory behind the $1.3Bn Curon/Merck Deal; Two More TIGIT Flops; Merck/Daiichi's TCE/ADC Partnership;FDA Rejects Lykos' MDMA-assisted Therapy

Issue 0057  2024-08-04 CD47 Hopes Dim with ALX's Failure; Eisai and Lilly Differ in AD Drugs' Extended Use; Market Shrugs Off the First TCR-T Approval

Issue 0056  2024-07-28 Pfizer's Dashed Ambition In Gene Therapy; Viking Tx Sets off Another Volatile Week in Obesity; AI in Drug Development

Issue 0055  2024-07-21 Roche's Phase 1 GLP-1 Data Trigger $125Bn Market Volatility; Speculating Legend Biotech’s Suitors; Troubled Cassava Lost Founding CEO

Issue 0054  2024-07-14 Obesity to Rule the Top-selling Drug List in 2030; In vivo CAR-T Ready to Dose First Patient; Recap of Out-licensing 2.0 Webinar

Issue 0053  2024-07-03 BIOSECURE Act Sinks US Confidence in Chinese Biopharma; Eli Lilly Kisunla Receives Full FDA Approval;TIGIT Suffers Another Major Setback

Issue 0052  2024-06-30 HELIOS-B Hits A Homerun; Supreme Court Shakes Industry Legal Foundation; HER3-ADC Faces A CMC Roadblock

Issue 0050  2024-06-16 Pfizer DMD Gene Therapy Flops; Gilead Suffers Epic Failure in CD47; Eli Lilly's Donanemab Receives Unanimous Support from the FDA AC; AbbVie Enters The TL1A Race

Issue 0051  2024-06-23 Vertex’s Stem Cell Therapy For Type 1 Diabetes Impressed at ADA; Biosecure Act Should Not Restrain Access to Chinese Innovations

Issue 0049  2024-06-09 Bioverse Webinar Broke 20K Live Attendees Benchmark;FDA AC Thumbed Down First Psychedelic MDMA

Issue 0048  2024-06-02 Ivonescimab As a Potential Keytruda Killer; A Precision Psychiatry Win; BioHaven IgG Degrader Hit

Issue 0047  2024-05-26 “Slow” ASCO24 Has Many Hidden Gems; Celebrate Bioverse Webinar Anniversary!

Issue 0046  2024-05-19 HengRui Joins Company Builders' Club; Amgen Fires the First Shot in DLL3 Battle

Issue 0045  2024-05-12 BIOSECURE Act Marches On; Regeneron's Gene Therapy Shines at ASGCT; New IQVIA Report Identifies Dealmaking Hotspots

Issue 0044  2024-05-05 How The Top-Down Planning Handed Mariana Oncology A Big Win

Issue 0043  2024-04-28 T-cell Engager for Autoimmunity; 1Q2024 Biopharma Scorecard; One More Gene Therapy Approved for Hemophilia

Issue 0042  2024-04-21 A Cell Therapy for Epilepsy Shows Promises; Causal Human Biology is BMS' R&D North Star

Issue 0041 2024-04-14 CGT Space Lost Two More Biopharma Partnerships; A Success Formula From China Biotech Insiders

Issue 0040 2024-04-07 ProfoundBio's Success Exposes China Biotech's Limits; Carisma's Downsizing Reality-Checks CAR-Macrophage

Issue 0039 2024-03-31 AnHeart/Nuvation Merger Maps A New Path for China Biotech; Merck's WINREVAIR Hit A Home Run

Issue 0038 2024-03-24 STAT Summit East Recap; Funding Return for Cell Therapy; US Biotech Displeased by Biosecure Act

Issue 0037 2024-03-17 IQVIA's Cell & Gene Therapy Report Delivers Surprises;China Biotech Embraces Some Major Policy Changes

Issue 0036 2024-03-10 Recap of "In Asia For Global" BD panel discussion; Novo passed $600bn mkt cap

Issue 0035 2024-03-03 FDA Revoked An Unconfirmed Accelerated Approval;Biotech's Favorite "PIPE Dream"

Issue 0034 2024-02-25 Roctavian Launch Disappoints; Global Biotech R&D and Funding Bounce Back

Issue 0033 2024-02-18 First TIL Approval; LianBio's Winding Down; IO360 in NYC

Issue 0032 2024-02-11 European Biopharmas Commit to Leverage China Biotech's Innovations

Issue 0031 2024-02-04 A Chinese ADC Helped A US Biotech "Rise From The Ashes"

Issue 0030 2024-01-28 Chinese capital and asset back US biotech IPOs; US House bill singles out some China biotechs

Issue 0029 2024-01-21 5-Yr Outlook for Global Use of Medicine; ADC platform vs ADC asset; Vertex's Casgevy approved for TDT

Issue 0028 2024-01-14 Recap of the 42nd JPM Healthcare Conference

Issue 0027 2024-01-07 Recap of 2023 in biotech

Issue 0026 2023-12-17 ASH23 Recap; 2-Year Review of ADC BD Deals

Issue 0025 2023-12-10 The Tale of Two Gene Therapies; Dispel Myths about China Biotech

Issue 0024 2023-12-03 Biotech's Darkest Moment Before Dawn; FDA Warned CART Induced Secondary Canc

Issue 0023 2023-11-19 2023 Biotech Review, Cardiometabolism post AHA2023,1st CRISPR Therapy

Issue 0022 2023-11-12 Asian Biotechs Now Dominate ADC Innovations & GLP-1 Keeps Rising

Issue 0021 2023-11-05 Biopharma Can Dance; First CRISPR CGT Passed AdCom

Issue 0020 2023-10-29 ESMO, CTAD, and "In China For Global" in Action

Issue 0019 2023-10-22 The cross-border ADC deal boom & ESMO2023

Issue 0018 2023-10-15 Introducing The Partnering Corner

Issue 0017 2023-10-08 Focus on the things you can change - Katalin Karikó

Issue 0016 2023-10-01 Goodbye "In Global, For China"; Hello "In China, For Global"!

Issue 0015 2023-09-24 "A team with B science" is preferred to "B team with A science"

Issue 0014 2023-09-17 What doesn't kill you makes you stronger!

Issue 0013 2023-09-10 Should struggling biotech throw in the towel? If so, how to do it effectively?

Issue 0012 2023-09-03 Introducing BioVerse - A Monthly Webinar by ISWT-C & SAPA-GP

Issue 0011 2023-08-26 China's anti-corruption campaign deepens, TIGIT becomes a "walking dead", and more during "workcation"

Issue 0010 2023-08-20 US-China scientific research decoupling may hurt the US

Issue 009 2023-08-13 China biotech’s near-miss in the latest US restrictions and Eli Lilly’s path to a trillion-dollar company

Issue 008 2023-08-06 China as the new research king, lesson from EQRx,and the expanding biopharma workforce

Issue 007 2023-07-30 Disease Has No Borders, Neither Should We

Issue 006 2023-07-23 Boredom Never Happens in Biotech!

Issue 005 2023-07-16 If winter comes, can spring be far behind?The capital spring is here, but it is just unevenly distributed

Issue 004 2023-07-09 Asian Biotechies Walk Into A Bar

Issue 003 2023-07-02 Asian Biotechies Walk Into A Bar

Issue 002 2023-06-25 Asian Biotechies Walk Into A Bar

Issue 001 2023-06-15 Asian Biotechies Walk Into A Bar

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