Post-Hoc Live
Post-Hoc Live is an extension of Endpoints' analysis newsletter Post-Hoc, streamed live on YouTube and then released as a podcast. The show features reporters who spend their days texting sources, reading executive orders, and discussing industry news in Slack. They bring behind-the-scenes analysis and up-to-the-moment conversations directly to listeners.
Episodes
Live from Boston: How pharma thinks about China
As large pharma companies increasingly turn to China to fill their pipelines, what long-term affect will it have on their strategy and operations? Pfizer's Andrew Baum shares the large drugmaker perspective on acquisitions, R&D, and how the industry could change in the years to come.Live from Endpoints’ China Biotech Debate: Boston on August 6, 2026.
Live from Boston: Investor math versus industrial priority
Should investors embrace China’s fast-moving, fast-growing biotech sector, or should there be barriers to protect and preserve an industry that the US has dominated for decades? Ginkgo Bioworks CEO Jason Kelly, RA Capital Management's Peter Kolchinsky, and MIT professor Fiona Murray debate all sides of the flashpoint issue.Live from Endpoints’ China Biotech Debate: Boston on August 6, 2026.
Live from Boston: Has China changed how we build companies?
In a world where promising drugs are quickly copied, improved on and raced into trials, is science still a differentiator? Strand Therapeutics CEO Jake Becraft and Roivant Sciences CEO Matt Gline discussed what actually counts as innovation, and if where the innovation happens matters for how the industry brings programs to patients. Live from Endpoints’ China Biotech Debate: Boston on August 6, 2
The case for — and against — an AZ-BMS megadeal
AstraZeneca and Bristol Myers Squibb are reportedly in talks to combine, which would be one of the largest mergers the biopharma industry has ever seen. What could each company get out of the deal, and what would this deal mean for the industry overall? And are megamergers back?Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30 AM ET. Sign up: https://shorturl.at/OBB3D
Record IPOs — with Parabilis and Kailera’s CEOs
Kailera broke records with its $625 million IPO in April. But its high-water mark didn’t last long — in June, Parabalis made a $670 million debut, putting its own name on top of the record books. On Post-Hoc Live, we’re joined by Ron Renaud and Mathai Mammen, the CEOs of the companies, to talk about what it took to reach those heights. Stay ahead of biopharma. Get the Main Edition in your inbox M-
Are the China hawks winning?
WuXi is back on the Pentagon’s blacklist. The United States Treasury might restrict investments in Chinese biotech. Despite wave after wave of big pharma announcements around partnerships with China, the protectionist voices are taking up more airtime. Where are the winds blowing, and what material impact could this all have?Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30
How much is everyone in biopharma getting paid?
CEO pay keeps going up, and up, and up. What do the pay ratios at pharmas say about the state of the industry as a whole, and how do the eye-popping numbers affect global competition? On Post-Hoc Live, we’ll take you behind the scenes of Endpoints’ annual biopharma compensation report, which breaks down pay for top execs and median workers. Stay ahead of biopharma. Get the Main Edition in your inb
How to stabilize US biotech — with Dr. Jeremy Levin
Jeremy Levin has seen the biopharma industry from practically every vantage point. Now, with decades of experience under his belt, he’s out front in the chorus of veterans sounding the alarm about threats to US dominance in biotech. He joins Post-Hoc Live to talk about China, US policy, and how to stem the bleeding. Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30 AM ET. Si
Makary's out: Live from the FT Summit
Marty Makary resigned as FDA commissioner on Tuesday after a turbulent tenure at the head of the agency. The Endpoints and Financial Times teams sat down at the US Pharma and Biotech Summit on Thursday to talk about his tenure, his downfall, and where the FDA goes from here.Stay ahead of biopharma. Get the Main Edition in your inbox M-F at 11:30 AM ET. Sign up: https://shorturl.at/OBB3D
Q1 earnings recap with Endpoints News
Thanks to our premium subscribers who joined us live for this special episode of Post-Hoc Live. Catch up on the recording now:Are more deals coming, after a deal-heavy Q1? How are IRA negotiations and MFN deals affecting outlooks? What's the state of the oral weight loss race between Novo and Lilly? We’ll dig into key results and predict what they could mean for the rest of the year.
Trust, MAHA, and what’s next for the CDC
The CDC hasn’t had a Senate-confirmed director since August. But last week, President Trump announced his next pick — Erica Schwartz, a former deputy surgeon general. She’s a more traditional public-health choice, and if confirmed, faces the formidable tasks of stabilizing the agency and working with RFK Jr., whose anti-vax and MAHA allies have already criticized the pick. We’re joined by Brinda A
The spring deals bonanza
Pharma companies went on a dealmaking spree over the past few weeks, signing acquisitions worth up to $25.5B in two weeks in March alone. It’s shaping up to be a big year — if the pace continues. We’re joined by Emily Field, head of US biopharmaceuticals equity research at Barclays, to break down the factors contributing to the deal flow and make predictions for the rest of the year. Stay ahead of
The politics of vaccines — with former congressman Dr. Michael Burgess
With the midterms looming, Trump’s HHS seems to be backing off vaccines and pivoting toward healthy eating — playing up the aspects of RFK Jr.’s agenda that are popular, rather than those that cater to his base. Is the new focus working, and will it last? We’re joined by former US Representative Dr. Michael Burgess to talk through the political landscape around vaccines and why he thinks it’s a li
Who won the Hims vs Novo feud?
Hims and Novo seem to have made up. After the fraught few days last month when Hims announced a compounded version of Novo’s weight loss pill, Novo sued, and regulators threatened investigations, the two companies came to a deal: Hims & Hers will sell the name-brand drugs and limit sales of compounded meds. Now that the dust has started to settle, who came out on top, what does the deal mean f
Protecting US biotech from Chinese competition — with the NSCEB
Last week, the U.S. International Trade Commission said it would investigate whether US biotech companies were at an unfair disadvantage because of Chinese pricing practices. The move was one of the many recommendations made by the National Security Commission on Emerging Biotechnology, which has spent the past year taking a close look at the rise of China’s biotech industry. Friday on the show, E
Moderna vs the FDA
The biotech and pharma industry might be reaching breaking point with the FDA. Moderna said on Tuesday that the agency won’t review its mRNA-based flu vaccine — and through unusually public disclosures, accused the FDA of changing agreed-upon standards for its trial. And in responses to Endpoints’ Q1 Biopharma Sentiment Index, industry insiders unloaded their frustrations and fury with US official
Hims, Novo, and a new front in the compounding wars
It’s only been a month since the FDA signed off on Novo Nordisk’s pill version of its weight-loss drug Wegovy, and the telehealth company Hims & Hers already says it’s going to sell a cheaper, compounded version of the pills. Novo is not happy — to say the least. Today on the show, we’ll dig into this new front in the compounding wars.
Post-Hoc Live, Live! at #JPM26 with Noubar Afeyan
How existential are the current threats to US science? Noubar Afeyan, founder and CEO at Flagship Pioneering, joined us to point out the various landmines dotting the landscape during a live taping of Post-Hoc Live out at the JP Morgan Healthcare Conference.
Fewer drugs, more chaos: One year under the new FDA
It was a chaotic first year for this Trump administration’s FDA. The agency is down thousands of staff. Leadership was unstable. Industry insiders say they worry about the regulatory environment. What’s next? We’re joined by Holly Fernandez Lynch, an assistant professor of medical ethics at University of Pennsylvania's medical school and an FDA expert, to take stock of the past year at the FDA
Biopharma’s Winners and Losers of 2025
The Endpoints newsroom has spent the past few weeks taking stock of the year and picking our 2025 biopharma winners and losers. Who (or what) was up, down, or on the rebound in 2025? We’ll reveal our picks and send you off into the holidays in style.
Reality check-ing biotech — with Derek Lowe
Derek Lowe is one of the biopharma industry’s most prolific commentators — in just the past month, he’s written about generic drug manufacturing, Sarepta, and the TrkB receptor in his column, In the Pipeline. He joins Post-Hoc Live to talk about the state of drug discovery, being a skeptic, and what he has his eye on next.
M&A, MFN, and the view from the UK — with the FT’s Hannah Kuchler
The relationship between big pharma and the UK turned south this year. Companies like Eli Lilly and Bristol Myers Squibb want the NHS to pay more for drugs, and others are playing hardball by pulling investments and sharply criticizing the government. And every action is wrapped up in the companies' “most favored nation” negotiations with the Trump administration. Ahead of the Financial Times’
The plan to make more custom CRISPR therapies — w Kiran Musunuru & Rebecca Ahrens-Nicklas
In February, a team of scientists achieved a long-held scientific goal — creating a bespoke CRISPR editing therapy to treat a single patient with a unique genetic mutation. “Baby KJ” got his own custom treatment only six months after he was born. Now, Rebecca Ahrens-Nicklas, a pediatrician and gene therapy scientist at CHOP, and Kiran Musunuru, a UPenn gene editing scientist, have a plan to replic
The fight over Metsera
The obesity wars just got spicier. Today, a month after Pfizer said it would buy Metsera, Novo Nordisk swooped in with its own bid for the cardiometabolic drug developer. Metsera says Novo’s offer is “superior.” Pfizer says it’s breaking their terms. We’ll tell you what comes next on Post-Hoc Live with BMO Capital Markets Head of Healthcare Research Evan Seigerman.
Is the biotech market…back? — with Tim Opler and John Carroll
Don’t look now, but there are signs of life in the biotech market. The XBI has been ticking up. There were 22 M&A deals in Q3, according to John Carroll’s analysis with DealForma, and deal values are already close to the totals from all of 2024. Is it a mirage, or is the worst really over? And how much will we jinx things by saying it out loud? John and Tim Opler, Managing Director at Stifel's
Zooming out on AI in biopharma — with Vijay Pande
Vijay Pande left Andreessen Horowitz this summer after 11 years as a life sciences investor. Now, he’s building a new firm focused on AI. He joins Post-Hoc Live to take the 10,000-foot view of AI in biotech and Silicon Valley: what do investors get right and wrong about biotech? What are the business models for AI in biopharma? Which moonshot project will stick? We’ll continue the conversation nex
This week in Washington: TrumpRx, MFN pricing, tariffs, and more
On Tuesday, the Trump administration announced that it had cut a deal with Pfizer on drug pricing and tariffs, and said it’ll launch a government website called TrumpRx where people can purchase cheaper drugs. But there are a lot of lingering questions: How big might Medicaid discounts be? What role will insurance play in the direct-to-consumer website? How are negotiations going with other drugma
Scott Gottlieb on what it would take to compete with China's biotech rise
What would it take for US biotech to match the speed and cost of China? Former FDA commissioner Scott Gottlieb, who now works as an investor and board member, will talk about how the US can play defense against China's surging biotech startup ecosystem by moving faster and smarter, and if we're making steps toward doing so, or moving backward.
Which digital health tools are worth the cost? — with Caroline Pearson
There are hundreds of digital health tools out there claiming they can do everything from manage diabetes to treat depression. But unlike drugs or devices, these tools don’t have to prove they work before they go on the market. Caroline Pearson, executive director at the Peterson Health Technology Institute, is working to fill that gap by evaluating how good some of these tools actually are. Her t
Breaking down the XBI — with Josh Schimmer
Will the XBI ever go up again? Today, we’re posing the intentionally provocative — but revealing — to Cantor’s Josh Schimmer, who has a new analysis out on the index. He’s joining Post-Hoc Live to tell us why, after years of flat numbers, things might be better than they seem.
Choosing the Endpoints 11
Each year, the Endpoints newsroom places bets on the 11 private biotech companies that we think are the most promising, the most cutting-edge — and would leave the biggest crater behind if things go belly-up. Wednesday on Post-Hoc Live, we’ll share a behind-the-scenes look at how we pick the Endpoints 11, tease what types of companies we focused on this year, and look back at what’s happened to th
John Maraganore and Clive Meanwell are coming out of stealth
John Maraganore and Clive Meanwell are teaming up again. The two biotech luminaries are coming out of stealth today as co-CEOs of Corsera Health, and have plans to create a two-RNAi drug for cardiovascular disease prevention. They’re joining Post-Hoc Live today to talk about why they’re betting their own money on the venture, their approach to starting companies, and what they think is coming next
mRNA vs MAHA — with Brett Giroir
mRNA-based Covid-19 vaccines were a signature accomplishment under the first Trump administration. But now, RFK Jr. is in charge at HHS, and he’s cutting contracts with mRNA vaccine makers. We’re joined today by Brett Giroir, the assistant secretary for health at HHS under the first Trump administration, to talk about the impact of MAHA’s vaccine agenda — and what the changes mean for the future o
Getting answers on tariffs, China and Trump: What we learned from Q2 earnings
After three weeks of corporate earnings reports, we’ve got a roundup of news and analysis taking in all of the biotech and pharma companies that gave updates. We’ll dig into what big pharma companies are saying about the Trump administration’s tariff, pricing and regulatory moves, how companies are talking about China and what we learned about closely watched results from a few key companies like
Why China’s biotech boom may be unstoppable
Earlier this month, Curie.Bio CEO Zach Weinberg joined Post-Hoc Live to give his take on why he thinks investors should stay away from Chinese biotechs. Today, we’re joined by Cui Cui, the head of Asia healthcare research at Jefferies, to get her perspective on the China biotech boom, and why US pharma companies keep turning to China for their deals (and not to US startups).
The Sarepta mess
In the last two weeks, Sarepta has been threatened by the FDA with having its drug pulled, refused to do so, then capitulated, and then won a reversal by the regulator. We'll talk with R.W. Baird analyst Brian Skorney, who has followed the company's ups and downs for years, and what this latest twist tells us about the company's future, how this FDA is operating, and the power of patie
Sarepta’s very bad week
Things don’t look good for Sarepta. After reports of a third patient death on Thursday — this one in a clinical trial — which wasn’t disclosed by the company in its corporate update, an HHS official told Endpoints that the FDA would ask the company to stop shipping its Duchenne muscular dystrophy treatment Elevidys. Stock is down. Leadership is under fire for not being transparent about patient de
Drugs! In! Space! With Varda Chief Science Officer Adrian Radocea
Are drugs in space for real this time? Varda Space Industries, which just announced they had raised $137 million to start industrializing bio-processing in low-earth orbit, certainly thinks so. Endpoints Executive Editor Drew Armstrong and Senior Science Correspondent Ryan Cross are more skeptical — so Varda’s Chief Science Officer Adrian Radocea is joining Post-Hoc Live to try and convince them t
Is China a threat, or an investment opportunity? Post-Hoc Live with Curie.Bio CEO Zach Weinberg
Biopharma companies are increasingly turning to China to find new molecules, and looking to Chinese companies for licensing deals. Some investors are leaning in — but others, like Curie.Bio CEO Zach Weinberg, think they should stay away.This week, Weinberg joins Post-Hoc Live to help us to take stock of the landscape. Be sure to check out our coverage before you tune in: https://endpoints.news/us-
What we learned from RFK’s reconstructed ACIP
It’s a busy week in Washington. RFK Jr. faced the House Energy and Commerce Subcommittee on Health. The newly reconstructed ACIP will meet for the first time. And Susan Monarez will go before the Senate Health, Education, Labor, and Pensions Committee for her confirmation hearing to lead the Centers for Disease Control and Prevention. We’ll go live after the final ACIP votes on Thursday, June 26 t
On the ground at BIO 2025
We’re coming to you live from Boston, where Endpoints reporters have spent the past few days at BIO 2025 talking with industry leaders. The mood in the industry has been bleak — how is that playing out on the ground?
What happens if AI gets smarter than we are?
Today, Drew Armstrong will be joined by senior biopharma correspondent Andrew Dunn and Abhi Mahajan, a machine learning expert who writes about the intersection of ML and biology at Owl Posting. They'll talk about how AI is evolving, what it’ll mean if (or when) it improves past our ability to understand it, and how that will affect drug development.
The fallout from RFK's gutting of ACIP: Post-Hoc Live with former CDC Director Mandy Cohen
HHS Secretary Robert F. Kennedy Jr. fired the CDC's vaccine advisory board known as ACIP, which for years has played a key role in setting US vaccination policy on everything from measles to flu to Covid-19. To assess the fallout, we're speaking with former CDC Director Mandy Cohen, who led the agency from 2023 to 2025.
Is biotech sentiment as bad as it seems?
For the next Post-Hoc live, I'll be joined by Endpoints Founding Editor John Carroll to talk about his twice-a-year sentiment survey of biotech and pharma execs. The results aren't pretty, and John will put them into perspective against more than half a decade of checking the industry's pulse. We'll also be joined by Senior Reporter Kyle LaHucik, who covers public and private deals
"Most Favored Nation": The White House plan to cut drug prices
Today, Drew Armstrong is joined by Nick Shipley, the former top lobbyist for the biotech industry, to break down President Trump's "most favored nation" executive order on drug pricing. We’ll talk about what the White House wants, how it could implement those plans, and how the industry and investors are reacting.
What will Vinay Prasad's CBER look like?
Today, we'll be talking about the news that Vinay Prasad will join FDA as the next director of the Center for Biologics and Research. We'll talk about his past critiques of the agency, his disagreements with former director Peter Marks, and how is tenure might affect vaccine policy, gene therapies, and rare disease companies. I’ll be joined by our senior editor Zach Brennan, who has known
How pharma is reacting to ‘Liberation Day’
We recorded this on April 30, four weeks after Trump’s Liberation Day, when he announced broad tariffs on just about every country on earth, set off chaos in the stock and bond markets, walked some of those tariffs back, and in general upset the world economic order. If you’ve been reading the news, you know all of that. And if you work in the drug industry, then you’ve been watching and waiting v
Trailer
This semi-regular series is an extension of out analysis newsletter Post-Hoc. Our reporters spend every day texting and calling sources, reading executive orders, and talking to each other in Slack. We wanted to bring some of that analysis that happens behind the scenes directly to you. We fire Post-Hoc live up in response to major news, at the end of news-y weeks, and to talk to experts about tre
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