BioBiz Buzz
BioBiz Buzz offers exclusive insights into the biotech, pharma, and medtech industries through interviews with top executives and visionaries.
Providing thought-provoking podcasts covering topics such as scientific advancements, emerging technologies, and market trends, to keep listeners informed about the latest developments in life sciences.
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BioBiz Buzz
19. From Genesis to Revelations: Winners & Losers in Pharma’s Most Volatile Year
2025 has been a seismic year for the pharmaceutical industry, a year of extremes where innovation superpowers emerge alongside spectacular collapses. In this special episode, BioBiz Buzz host Jo Shorthouse sits down with Mike Ward, Global Head of Life Sciences and Healthcare Thought Leadership at Clarivate, fresh from his opening keynote at One Nucleus's landmark Genesis conference in London.
Join us as Mike dissects the winners and losers reshaping pharma's landscape: Eli Lilly's historic ascent to a trillion-dollar market cap, driven by clinical superiority in the obesity space and revenues growing at 46 % year-to-date, versus Novo Nordisk's stunning $400 billion value destruction through clinical disappointments, patent losses, and execution failures.
Beyond the headline-grabbing giants, discover why China has transformed from a low-cost alternative to a global innovation powerhouse, now contributing 38 % of patents in cutting-edge protein degradation technology. Explore the strategic M&A moves reshaping the industry, including the transformational Metsera bidding war and the real deal-making in Chinese oncology assets. Understand the FDA's revolutionary "Plausible Mechanism Pathway", opening new regulatory opportunities in rare disease and how AI is finally moving from hype to robust commercial valuations.
This is essential listening for anyone seeking to understand the seismic shifts reshaping biopharma investment, innovation, and competitive positioning as the industry heads into 2026.
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