After two of the toughest years in biotech history, are we finally seeing a turnaround? EY's Arda Ural discusses the long-awaited recovery in biotech IPOs, the evolving capital markets landscape and how tariffs and Trump RX are reshaping biopharma supply chains.
In this wide-ranging conversation, Ural unpacks the three key factors driving IPO recovery — Fed rate cuts, improving valuations, and reduced macro uncertainty — while sharing hard data on what's actually working in 2024. He explains why platforms without products are struggling to raise venture capital, how the bid-ask spread in M&A deals reflects ongoing valuation disagreements and why China's emergence as a competitor in novel drug development represents a fundamental shift for the industry.
Whether you're navigating early-stage financing, preparing for an IPO, or planning strategic transactions, this episode delivers actionable insights on capital markets, policy impacts and the fundamentals that will determine who succeeds in the next phase of biotech innovation.
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After two of the toughest years in biotech history, are we finally seeing a turnaround? EY's Arda Ural discusses the long-awaited recovery in biotech IPOs, the evolving capital markets landscape and how tariffs and Trump RX are reshaping biopharma supply chains.
In this wide-ranging conversation, Ural unpacks the three key factors driving IPO recovery — Fed rate cuts, improving valuations, and reduced macro uncertainty — while sharing hard data on what's actually working in 2024. He explains why platforms without products are struggling to raise venture capital, how the bid-ask spread in M&A deals reflects ongoing valuation disagreements and why China's emergence as a competitor in novel drug development represents a fundamental shift for the industry.
Whether you're navigating early-stage financing, preparing for an IPO, or planning strategic transactions, this episode delivers actionable insights on capital markets, policy impacts and the fundamentals that will determine who succeeds in the next phase of biotech innovation.
本期播客内容来自《Scrip》杂志，精选内容涵盖截至2025年10月17日当周的生物制药行业的商业动态。本期节目采用人工智能文本转语音及语音仿真技术制作。
本次要闻: 大型药企仍看好细胞与基因疗法前景；ESMO会议关注焦点；科伦制药TROP2抗体药物偶联物创全球首例；强生预期与白宫政策保持一致；BioFuture会议揭示行业不确定性。
Story links: https://insights.citeline.com/scrip/podcasts/scrips-five-must-know-things/quick-listen-scrips-five-must-know-things-ADAR4VZIGRFIFCOMXI7UTZS76U/
Playlist: on.soundcloud.com/gnr7PaOwflNKiAO7QX
Citeline Podcasts
After two of the toughest years in biotech history, are we finally seeing a turnaround? EY's Arda Ural discusses the long-awaited recovery in biotech IPOs, the evolving capital markets landscape and how tariffs and Trump RX are reshaping biopharma supply chains.
In this wide-ranging conversation, Ural unpacks the three key factors driving IPO recovery — Fed rate cuts, improving valuations, and reduced macro uncertainty — while sharing hard data on what's actually working in 2024. He explains why platforms without products are struggling to raise venture capital, how the bid-ask spread in M&A deals reflects ongoing valuation disagreements and why China's emergence as a competitor in novel drug development represents a fundamental shift for the industry.
Whether you're navigating early-stage financing, preparing for an IPO, or planning strategic transactions, this episode delivers actionable insights on capital markets, policy impacts and the fundamentals that will determine who succeeds in the next phase of biotech innovation.
