최근 런던에서 열린 Jefferies 글로벌 헬스케어 컨퍼런스를 취재한 Scrip기사를 요약한 내용입니다

https://insights.citeline.com/scrip/business/start-ups-and-smes/jefferies-25-biotech-leaders-bullish-as-ma-heats-up-EAHTR2MNHJE65E74WLIMBXXK5I/

 Playlist: soundcloud.com/citelinesounds/sets/korean-language-biopharma-mini

 

글로벌 바이오 리더들, M&A 열기 속 낙관론 확산 (Korean-language podcast)

Audio roundup of selected biopharma industry content from Scrip over the business week ended November 28, 2025. In this episode:  2027 Medicare price cuts likely not as large as CMS estimates; Zai Lab leads DLL3 lung cancer ADC race; Phase II failure for J&J’s Alzheimer’s asset posdinemab; Bayer's positive Phase III data for asundexian in stroke; and Pfizer/Astellas’s Padcev's first big win in bladder cancer study.

Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-R4RCDF2RXVGVHPEX2WQ7A3JVKU/

This episode was produced with the help of AI text-to-voice and voice emulation tools.

Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Scrip's Five Must-Know Things - Dec. 1, 2025

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年11月28日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。

本次要闻: 2027年医保降价幅度或低于CMS预期；赛尔安泰在DLL3肺癌ADC竞赛中领先；强生抗tau阿尔茨海默病药物posdinemab二期试验失败；拜耳阿苏德克赛安三期中风试验意外获胜；辉瑞/安斯泰来Padcev膀胱癌研究首获重大突破。

Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-R4RCDF2RXVGVHPEX2WQ7A3JVKU/

Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX



Scrip 五件必知要闻: 药闻周析 - 全球制药风云聚焦 (Chinese-language podcast)

世界の製薬ビジネスを伝える「Scrip」と、各国で変化する製薬関連の規制に特化した「Pink Sheet」。普段は英語で発信する2つのオンラインメディアから、今注目の話題を日本語で短くまとめてお届けします。
今回取り上げた記事はこちら
「The Rise of China Biopharma – Five Themes In 2025（邦訳：中国バイオファーマの勃興　2025年注目のテーマ5つとは）」
URL: https://insights.citeline.com/scrip/r-and-d/clinical-trials/the-rise-of-china-biopharma-five-themes-in-2025-GEB2XLG3CNDONIO5HE4S2FZOVI/ 
※全文の閲覧には購読（有料）が必要です。
世界の製薬ビジネスメディアScrip（スクリップ）とは？
https://www.citeline.com/ja-jp/products-services/commercialization/scrip


【3分で解説  #世界のファーマ】第27回 中国バイオ企業の成長 5つのテーマ (Japanese-language podcast)

Pink Sheet Executive Editor Derrick Gingery, Senior Writer Sarah Karlin-Smith and Editor-in-Chief Nielsen Hobbs break down the pending retirement of Center for Drug Evaluation and Research Director Richard Pazdur and appointment of Tracy Beth Høeg as the interim replacement (4:51), including the potential impact on sponsors (15:46). They also discuss whether Høeg will take time to learn CDER operations before making changes (19:38), as well as the possibility of yet another CDER director being hired in the coming weeks or months (23:18).

More On These Topics From The Pink Sheet

US FDA Faces Another Leadership Crisis As Drugs Center Director Richard Pazdur Retires: https://insights.citeline.com/pink-sheet/agency-leadership/us-fda/breaking-us-fda-cder-director-richard-pazdur-retiring-SUPZZ4JEQ5GVHEEH4RPDLCNIBY/ 

Tracy Beth Høeg Named New Acting US FDA CDER Director: https://insights.citeline.com/pink-sheet/agency-leadership/us-fda/tracy-beth-hoeg-named-new-acting-us-fda-cder-director-3AYJZJAMBVG6HNPX3FJ7IBCDHQ/ 

US FDA Sending Pazdur Back To Oncology Office: https://insights.citeline.com/pink-sheet/agency-leadership/us-fda/us-fda-sending-pazdur-back-to-oncology-office-KVBDIDT2RVF4JAZ7FCZHN46XXU/ 

Drug Fix: Understanding the US FDA’s CDER Leadership Shuffle

Drug resistance derails even the most advanced cancer treatments, but what if we could restore sensitivity to existing therapies instead of starting over?
 
Neil Bhowmick, chief scientific officer at Kairos Pharma, joins In Vivo to discuss how his company is tackling resistance in oncology. We explore the company's lead asset, ENV-105, which is showing over 13 months of progression-free survival in Phase II prostate cancer trials by resensitizing tumors to hormone therapy, with significantly lower toxicity than standard alternatives like chemotherapy or radiopharmaceuticals.
 
Bhowmick explains the complex biology behind different resistance mechanisms, shares early data on GITR-modulating therapies designed to expand T cell populations for immunotherapy, and discusses their approach to developing companion biomarkers for patient selection. We also dive into the clinical and commercial rationale for combination approaches and what milestones to watch in the coming year.

Overcoming Drug Resistance In Oncology With Kairos Pharma's Neil Bhowmick

Audio roundup of selected biopharma industry content from Scrip over the business week ended December 5, 2025. In this episode: Trump’s UK drug pricing win; Novo explains semaglutide Alzheimer's rationale; J&J and Novartis on this year’s biggest M&A deals; a look at the mixed performance of CAR-Ts; and Akeso’s goals beyond ivonescimab. 

Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-UZSVLBBSQRAKNJC7GDZWILMAT4/

This episode was produced with the help of AI text-to-voice and voice emulation tools.

Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Scrip's Five Must-Know Things - Dec. 8, 2025

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年12月5日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。

本次要闻: 特朗普在英国药品定价谈判中获胜；诺和诺德阐释司美格鲁肽治疗阿尔茨海默病的依据；强生与诺华达成年度最大并购交易；CAR-T疗法成效参差分析；阿克索制药的伊沃尼西马布后续目标。

Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-UZSVLBBSQRAKNJC7GDZWILMAT4/

Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX



Audio roundup of selected biopharma industry content from Scrip over the business week ended December 12, 2025. This week, a focus on five key results from the American Society of Hematology (ASH) meeting – Jaypirca headed for the front line; Kite’s Anito-cel in multiple myeloma; next-generation CAR-T approaches; Kelownia’s early in vivo CAR-T data; and Novartis’s ianalumab’s potential in ITP.

Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-RFOOY2665REEZEN5SMJ2GW27EY/

This episode was produced with the help of AI text-to-voice and voice emulation tools.

Playlist: soundcloud.com/citelinesounds/sets/scrips-five-must-know-things

Scrip's Five Must-Know Things - Dec. 15, 2025

本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年12月12日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。

本期聚焦美国血液学会（ASH）会议五大关键成果：Jaypirca有望成为一线疗法；Kite公司Anito-cel在多发性骨髓瘤领域的进展；新一代CAR-T疗法；Kelownia公司CAR-T疗法的早期体内数据；以及诺华公司ianalumab在ITP治疗中的潜力。

Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-RFOOY2665REEZEN5SMJ2GW27EY/

Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX



Citeline places biopharma and medical device professionals, and those who focus on these industries, at the forefront of knowledge and insight, by providing the perfect combination of news and information together with penetrating insight and analysis. Citeline is a leader in the field of healthcare industry information.

Scrip 五件必知要闻: 药闻周析 - 全球制药风云聚焦 (Chinese-language podcast)

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