Audio roundup of selected biopharma industry content from Scrip over the business week ended June 26, 2026. This episode was produced with the help of AI text-to-voice and voice emulation tools. This time–China deal controls a hot BIO topic; pharma eyes $2tn in sales; Apogee helps AbbVie achieve vision; Sangamo files for bankruptcy; and a review of Weber’s time at Takeda. Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-3KJHBFYFL5CBPK346JNITNJKTA/ A quick update for our listeners: Scrip now has its own dedicated podcast channel on Spotify and Apple Podcasts.​ ​Be sure to subscribe to get all episodes.

Scrip's Five Must-Know Things - June 29, 2026

Citeline Podcasts

# Full Transcript

**Podcast:** Citeline Podcasts

## Participants

- **Ian Haydock** (None)

## Transcript

Hello and welcome to the podcast edition of Scrip's Five Must-Know Things, this time for the Business Week ended June 26, 2026. This is Ian Haydock. This episode was produced with the help of AI-powered text to voice and voice emulation tools. A quick update for our listeners. Scrip now has its own dedicated podcast channel on Spotify and Apple Podcasts. You'll find the channel links in this episode's description.

This time, China Deal controls a hot biotopic, Farmer Eyes $2 trillion in sales, Apogee helps Abbey achieve vision, Sangamo Files for bankruptcy, and a review of Weber's time at Takeda. Big Pharma Business Development Executives cautioned against US government efforts to block deal-making

between US and Chinese companies during a June 23rd session at BIO, with panellists commenting on the Biotech Investment National Security Act. Recent legislation proposed to amend the Comprehensive Outbound Investment National Security Act to include biopharma among sectors subject to US government screening of outbound investments, Mandy Jackson, David Wilde and Bridget Silverman write in their BIO Day 2 notebook.

Sharing her personal thoughts on the COINs Act amendment, Johnson & Johnson Head of External Scientific Innovation in West North America, Leslie Stoltz, noted that the original legislation was highly diluted from what was originally put forward, and I'm just going to tell you from my own personal hope is that whatever they're looking at is going to be highly diluted. If BINSA comes to pass, Stoltz added, imagine if there truly is an innovative drug that we are not

allowed to have access to, and to use our combined development expertise and manufacturing expertise and commercialisation expertise to get to the wide global population of patients, it would just be a tragedy for patients. Brian Bronk, Global Head of Business Development for Neurology, Oncology, Ophthalmology, Rare Diseases, Technology Platforms and R&D Transactions, partnering at Sanofi, noted that

these kinds of political concerns already are impacting deals. In one potential transaction with a Chinese partner, Bronk said, we ended up going in a different direction, not because of our choice, but because the potential partner was based in China and the Chinese government responded in a similar manner to the US, and that left enough uncertainty in the deal that they decided to go in a different direction. Most favoured nation drug pricing policy in the US is also factoring more and more into biopharma

transactions, panellists said during a BIO discussion about closing deals in uncertain times. MFN drug pricing agreements negotiated by 17 big pharma companies and the Trump administration require US pricing of drugs covered by Medicaid to be set in line with pricing in developed countries outside of the US. Speakers at BIO's Investor and Growth Summit in March said so...

Scrip's Five Must-Know Things - June 29, 2026

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Scrip's Five Must-Know Things - June 29, 2026

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.