Ep. 348 - Biotech's 2026 Catalysts. Plus: China's New Orphan Rules
Tue Feb 03 2026
RNAi and exon-skipping therapies headline the list of regulatory and pivotal data catalysts in 2026, while new lipid-lowering mechanisms, modalities, and precision medicines define cardiovascular disease catalysts this year. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the most important milestones of the year in new modalities, CV and renal diseases.
The analysts also discuss a new regulation in China introducing orphan drug exclusivity that could incentivize development of rare disease therapies.
Dig into the BioCentury’s catalyst picks and the new China policy below
• 2026 Catalysts: The rise of RNAi
• 2026 Cardiovascular Catalysts: Lp(a) on the Horizon
• 2026 Obesity Catalysts: Launches, readouts and challengers
• 2026 Catalysts: Breakthrough progress in renal disease
• AZ signals all-in on obesity via CSPC deal for $1.2B up front
• China’s orphan drug exclusivity could bolster market, incentivize development
View full story: https://www.biocentury.com/article/658286
00:00 - Introduction
02:28 - RNAi and Antisense Therapies
06:37 - Neuromuscular and Musculoskeletal
10:33 - Renal Disease Catalysts
22:26 - China's New Orphan Rules
To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com.
Reach us by sending a text
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RNAi and exon-skipping therapies headline the list of regulatory and pivotal data catalysts in 2026, while new lipid-lowering mechanisms, modalities, and precision medicines define cardiovascular disease catalysts this year. On the latest BioCentury This Week podcast, BioCentury’s analysts discuss the most important milestones of the year in new modalities, CV and renal diseases. The analysts also discuss a new regulation in China introducing orphan drug exclusivity that could incentivize development of rare disease therapies. Dig into the BioCentury’s catalyst picks and the new China policy below • 2026 Catalysts: The rise of RNAi • 2026 Cardiovascular Catalysts: Lp(a) on the Horizon • 2026 Obesity Catalysts: Launches, readouts and challengers • 2026 Catalysts: Breakthrough progress in renal disease • AZ signals all-in on obesity via CSPC deal for $1.2B up front • China’s orphan drug exclusivity could bolster market, incentivize development View full story: https://www.biocentury.com/article/658286 00:00 - Introduction 02:28 - RNAi and Antisense Therapies 06:37 - Neuromuscular and Musculoskeletal 10:33 - Renal Disease Catalysts 22:26 - China's New Orphan Rules To submit a question to BioCentury’s editors, email the BioCentury This Week team at podcasts@biocentury.com. Reach us by sending a text