Part 9/10:
The absence of Biogen from the acquisition table was noted as particularly surprising given the relevance of AveXis’s pipeline to Biogen's existing portfolio. The hosts expressed concern about Biogen's strategic focus, pointing out that missed opportunities could hamper its growth given its heavy investment in a concentrated pipeline centered around multiple sclerosis.
Conclusion: Industry Sentiment and Future Prospects
As the episode concluded, both hosts emphasized the need for investors to remain vigilant in assessing the biotech landscape. The balance between potential breakthroughs and the reality of clinical trial failures underscores the importance of diversification within investment portfolios.