Rumors flew this weekend about a mega-merger of AstraZeneca and Bristol Myers — but would such a deal make sense? On the latest BioCentury This Week podcast, BioCentury’s analysts explain why they aren’t buying it. The team also discusses what lessons can be learned from the regulatory roller-coaster ride of Replimune’s RP1 vusolimogene oderparepvec and psychedelic therapies’ inflection point in treating depression. View full story: https://www.biocentury.com/article/660376 #BiotechMA #FDA #Psychedelics #Depression #OncolyticVirus 00:00 - Introduction 00:51 - AZ-BMS Rumors 08:07 - Replimune 20:46 - Psychedelics To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text

Ep. 380 - AZ-BMS rumors, Replimune, psychedelics

BioCentury This Week

rumors fly about an AstraZeneca-Bristol-Myers mega-merger, but would such a deal make sense? We'll discuss on the latest BioCentury This Week podcast. Plus, Replimune's RP1 has had quite a biotech-style rollercoaster ride. What are the lessons from the advisory committee meeting

from last week? And we'll map the psychedelics frontier in depression. Joining me today on the BioCentury This Week podcast, we have of course Editor-in-Chief Simone Fishburn, today joining us from the best coast. For those who don't know, it starts with a W. My fellow executive editor, Selina Koch, our Washington editor, Steve Usdin, and our jack-of-all-trades man

in the UK, resident Minnesota Vikings fan, Stephen Hansen. Well, the Financial Times caused quite a stir over the weekend, reporting that AZ and BMS had been in talks about a mega-merger. Wow, that woke me up when I saw it. Steven, what do you make of this? Well, I saw this and I just found it a bit annoying, if I'm honest. Yeah, it's not a great

idea in my opinion. I'm not sure if I can recall off the top of my head the last time that one of these mega-mergers was a good idea to start with, but this one in particular doesn't really strike me as one that I would really expect to go anywhere. I mean, partly I think it's just because, so AstraZeneca has been one of the best-performing pharma companies over the past five plus years. They have, I think I looked in five years, they've got 50% sort of share price appreciation,

you know, not including, you know, increasing dividends and that sort of thing. Bristol has been one of the most underperforming pharmas. I think they were up like 4%, I think, over that same period.

Ep. 380 - AZ-BMS rumors, Replimune, psychedelics

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Ep. 380 - AZ-BMS rumors, Replimune, psychedelics

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.