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“In 2022, Chinese companies were just 5% of licensing deals... 2025, 42%. And recently, one of the biggest licensing deals ever was 3S Bio, $1.25 billion…”
@All-In Podcast
US-China biotech race: China taking share of licensing deals fast; reform tries to defend US life-sciences lead
CXSELONG@ $41.63
$37.80-9.21%
since call Jan 15
“We've got a new pilot program now to get decisions out in weeks. It's unheard of. It's unprecedented. We have the first medication we just announced after 55…”
@All-In Podcast
New FDA priority voucher pilot lets criteria-meeting drugs clear in weeks; first-mover gene/cell therapy names rerate
CRSPLONG@ $53.45
$47.17-11.75%
since call Jan 15
“these incretin mimetics may actually have other systemic benefits... there's 60 indications that they're being tested against, including kidney, neurological,…”
@All-In Podcast
GLP-1 incretin mimetics expand across 60 indications and toward majority adoption, sustaining huge demand growth
NVOLONG@ $58.14
$47.78-17.81%
since call Jan 15
59:56SHORT
“You could buy a GLP-1 drug for $1,300 in the United States and go to London, it sells for $88... we've got them to agree to most favored nation status…”
@All-In Podcast
Most-favored-nation pricing forces US GLP-1 prices from $1,300 to ~$149, compressing pharma margins on blockbusters
LLYSHORT@ $1,024.68
$1,133.92-10.66%
since call Jan 15
“We have changed the requirements so that we use the same principles we use for small molecules... we are shortening the timeframe from 5 to 8 years to 2.5…”
@All-In Podcast
FDA slashes biosimilar approval from 5-8yrs to 2.5yrs, opening floodgates that erode branded biologic pricing
ABBVSHORT@ $218.21
$253.49-16.17%
since call Jan 15
72:41LONG
“last week at the Consumer Electronics Show, I outlined new guidances on AI decision support and wearables, and it creates a clear consumer lane.”
@All-In Podcast
FDA deregulating wearables and AI decision-support creates a clear consumer lane, expanding the digital-health market
AAPLLONG@ $253.54
$303.03+19.52%
since call Jan 15
peak +33.6%
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