Ep. 388 - Biotech IPOs, CAR T safety & pharma tariffs

BioCentury This Week

BioCentury This Week
Ep. 388 - Biotech IPOs, CAR T safety & pharma tariffs
Sep 21, 2026 Season 7 Episode 388
BioCentury

The first biotech IPO in a month, Electra's upsized $350 million offering, fell in its trading debut, testing investor appetite while a wave of reverse mergers showcases an alternate route to NASDAQ. On the latest BioCentury This Week podcast, BioCentury's analysts examine momentum in the biotech IPO market.
The team also unpacks fatal toxicities in Novartis' autoimmune CAR-T trials and what they reveal about manufacturing, dosing and immune biology risks across the modality. In Washington, Steve Usdin previews Heidi Overton's FDA Commissioner confirmation hearing and reports on the persistent uncertainty around pharma tariffs ahead of the Sept. 29 deadline.

View full story: https://www.biocentury.com/article/660870

#BiotechIPO #CARTCell #FDA #PharmaTariffs #DrugDevelopment

0:00 Introduction
02:15 Biotech IPO Market
10:38 Autoimmune CAR-T Safety
21:56 FDA Commissioner Hearing
26:47 Pharma Tariff Uncertainty

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Episode Artwork Ep. 388 - Biotech IPOs, CAR T safety & pharma tariffs 32:00 Episode Artwork Ep. 387 - Psychedelics at FDA, Mike Davis’ CDER & tRNAs 30:59 Episode Artwork Ep. 386 - Novartis misses, pharma deals analysis, MFN carve-outs 35:05 Episode Artwork Ep. 385 - MFN deals, Lilly takeout, FDA pick Overton 35:37 Episode Artwork Ep. 384 - Back to School Special: The global FIH trials race 42:31 Episode Artwork Ep. 383 - Moderna, Genentech obesity deal, Trump's FDA pick 19:13 Episode Artwork Ep. 382 - Summer’s venture wave; drugging beta-catenin; Capricor & FDA 25:28 Episode Artwork Ep. 381 - FIH urgency in the U.S. Plus: federated learning, biotech IPOs 31:43 Episode Artwork Ep. 380 - AZ-BMS rumors, Replimune, psychedelics 32:25 Episode Artwork Ep. 379 - Argenx M&A, AI giants and biopharma, catalyst scorecard 34:09 Episode Artwork Ep. 378 - U.K. cabinet shuffle, Taiwan biotech and Biogen data 42:07 Episode Artwork Ep. 377 - Trends in life sciences talent with CBRE's Ian Anderson 29:16 Episode Artwork Ep. 376 - M&A momentum: 3Q public markets preview 33:01 Episode Artwork Ep. 375 - Novartis' ADC gambit & regulation as catalyst for U.K. biotech 33:44 Episode Artwork Ep. 374 - Parkinson's deep dive & FDA trial reforms 34:14 Episode Artwork Ep. 373 - AbbVie M&A, FDA reversals, a CAR T first 30:10 Episode Artwork Ep. 372 - Biotech IPOs, Biosecure Act, cachexia pipeline 25:13 Episode Artwork Ep. 371 - Moving faster at the academia-industry interface 32:43 Episode Artwork Ep. 370 - Calmer waters for FDA; Servier, Lilly deals 34:57 Episode Artwork Ep. 369 - ASCO advances, China innovation & U.S. science under threat 39:13 Episode Artwork Ep. 368 - ASCO Preview, China Policy, ADC Linkers 33:46 Episode Artwork Ep. 367 - FDA, obesity targets and the rise of DACs 30:40 Episode Artwork Ep. 366 - Europe's need for speed: Bio€quity takeaways 43:35 Episode Artwork Ep. 365 - Thin ice for Makary, redosing AAVs 30:45 Episode Artwork Ep. 364 - UCB’s Candid buy, Grand Rounds and leukodystrophies 32:15