BioCentury This Week Ep. 352 - A Multipolar Biopharma World; Rare Disease Spotlight
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Mar 3, 2026 Tierney Baum, biopharma analyst who wrote the Rare Disease Spotlight on Stargardt disease, joins to explain therapeutic strategies for retinal disorders. She discusses substrate reduction approaches, gene‑delivery challenges for ABCA4, and optogenetic restoration. Short previews of upcoming trial readouts and how platform approaches could expand beyond Stargardt are also covered.
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Europe Has The Science But Lacks Growth Capital
- Europe has comparable science and population to the US but lacks growth capital and stature, limiting its drug development role.
- Le Deu suggests reforming pricing could attract investment and change Europe's trajectory.
Biotech Will Cherry Pick Global Capabilities
- Le Deu predicts hybrid, cross‑regional biotech where companies cherry-pick talent and capabilities across the US, Europe and China.
- He expects bridges, not decoupling, with the West importing parts of China's faster model.
Keep Selective Bridges And Secure Critical Supply Chains
- Preserve selective bridges while securing strategic supply chains like API manufacturing rather than severing global ties wholesale.
- Le Deu allows limited decoupling where national security or supply dependency justifies it.