The discussion centers on navigating the evolving biotech landscape, focusing on investment trends, manufacturing challenges, and direct-to-consumer models. The biotech investment market's recovery from a despondent start in 2025 is attributed to M&A activity and the return of generalist investors. Speakers emphasize the importance of early-stage manufacturing decisions, particularly onshoring, while noting that FDA complete response letters are often manufacturing-driven. The potential of direct-to-consumer sales models to lower patient costs is questioned, with skepticism about where the money ultimately goes within the gross-to-net system. Innovation in radiopharmaceuticals and cell therapy outside of oncology is highlighted as promising for 2026. The panel advises drug makers to focus on developing safe and effective medicines and maintaining financial discipline amid policy uncertainties.
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