Ep. 356 - Arrowhead’s arc. Plus: AI in biotech venture, Synnovation, MFN

BioCentury This Week

After 20 years of platform building and resets, Arrowhead Pharmaceuticals is making a bid to become a large-cap biotech. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss how the company has built a pipeline and set of enabling technologies that could enable a steep period of value creation based on RNAi.
The team then analyzes the $2 billion deal between Synnovation and Novartis for a pan-mutant-selective PI3Kα inhibitor. The analysts also assess where AI is integrating into the biotech venture funnel and provide insights into ultra-rare disease advocacy, FDA’s search for a successor to CBER Director Vinay Prasad, and the Trump administration’s most-favored nation (MFN) drug pricing policy.

View full story: https://www.biocentury.com/article/658892

#RNAiTherapeutics #BiotechMA #PI3KAlpha #AIDrugDiscovery #DrugPricingPolicy

00:00 - Introduction
01:14 - Bio€quity Europe
05:33 - Arrowhead
16:49 - Synnovation Novartis
20:00 - AI in Biotech Venture
27:07 - Rare Disease Advocacy
31:22 - MFN Pricing Policy

To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.

Reach us by sending a text

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After 20 years of platform building and resets, Arrowhead Pharmaceuticals is making a bid to become a large-cap biotech. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss how the company has built a pipeline and set of enabling technologies that could enable a steep period of value creation based on RNAi.
The team then analyzes the $2 billion deal between Synnovation and Novartis for a pan-mutant-selective PI3Kα inhibitor. The analysts also assess where AI is integrating into the biotech venture funnel and provide insights into ultra-rare disease advocacy, FDA’s search for a successor to CBER Director Vinay Prasad, and the Trump administration’s most-favored nation (MFN) drug pricing policy.

View full story: https://www.biocentury.com/article/658892

#RNAiTherapeutics #BiotechMA #PI3KAlpha #AIDrugDiscovery #DrugPricingPolicy

00:00 - Introduction
01:14 - Bio€quity Europe
05:33 - Arrowhead
16:49 - Synnovation Novartis
20:00 - AI in Biotech Venture
27:07 - Rare Disease Advocacy
31:22 - MFN Pricing Policy

To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.

Reach us by sending a text

2026-03-23 33 min Transcript 7 chapters
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