Stephen Hansen

England

Director of Biopharma Intelligence at BioCentury

Husband. Father of 2 exhausting boys. Director of Biopharma Intelligence @BioCentury. Lives → U.K., roots in Minnesota. Opinions my own. Landscape photography⬇⬇

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Articles

Signs of strain and resilience in biotech’s crossover crowd

2 days ago | biocentury.com | Stephen Hansen

ARTICLE | Finance13F filings and venture activity reveal a mixed picture of biotech investor financial health By Stephen Hansen, Director of Biopharma IntelligenceAn analysis of public equity positions held by biopharma’s most active crossover investors suggests thatmost are not in imminent danger. although a few appear to be under financial pressure, with one possibly in more trouble than the others.
Regeneron leans into obesity with Phase II data

3 days ago | biocentury.com | Stephen Hansen

ARTICLE | Product DevelopmentAdditional dose ranging and longer term data necessary to address safety questions By Stephen Hansen, Director of Biopharma IntelligenceRegeneron’s Phase II data for its myostatin and activin A inhibitors is the latest to demonstrate the lean mass lost from GLP-1 therapy and the ability of these mechanisms to improve the quality of weight loss from combination therapy. But the study also raises safety questions that can only be addressed with further data and studies.
With BMS-Biontech deal, value for cancer’s hottest target continues to climb

5 days ago | biocentury.com | Stephen Hansen

ARTICLE | Deals50/50 deal for PD-L1 x VEGF is worth $3.5B in upfront and non-contingent payments By Stephen Hansen, Director of Biopharma IntelligenceThe price for a PD-(L)1 x VEGF bispecific continues to climb, with Bristol Myers Squibb becoming the latest to enter the space under a deal with Biontech that’s worth at least $3.5 billion. And that’s only for rights to half of the program’s future revenues.
Europe’s moment amid the complexity: a Bio€quity Europe podcast

2 weeks ago | biocentury.com | Stephen Hansen

PODCAST | Politics, Policy & Law Europe’s moment amid the complexity: a Bio€quity Europe podcast Takeaways from BioCentury’s 25th annual conference, including analysis Europe’s opportunity among the political chaos and the rising importance of Asia By Stephen Hansen, Director of Biopharma Intelligence May 23, 2025 12:49 AM UTC Political and market turmoil has raised questions whether the U.S. can retain its biopharma leadership position, and in turn presents Europe with an opportunity to...
Hardy sees fertile ground in D.C. for Biomarin’s rare disease strategy

3 weeks ago | biocentury.com | Stephen Hansen

ARTICLE | DealsTakeout of Inozyme for $270M brings Phase III asset, expected to be first of several additions to pipeline By Stephen Hansen, Director of Biopharma IntelligenceWith its first acquisition in over 10 years, Biomarin’s strengthening balance sheet and renewed corporate strategy mean the genetically defined disease company is well positioned to add its pipeline via dealmaking, with the takeout of Inozyme the first of a planned string of deals.
Can the U.S. turmoil make this Europe’s moment to shine? A Perspective

4 weeks ago | biocentury.com | Stephen Hansen

ARTICLE | BioCentury CommentaryWith U.S. institutions under strain, Europe must act decisively to support innovation and secure a bigger role in biotech’s future By Stephen Hansen, Director of Biopharma IntelligenceIn the 18 years I’ve been covering the biopharma industry, FDA and NIH have always been the unquestioned gold standard for regulating the sector and fueling the basic research necessary to advance new, innovative therapeutics.
Can the U.S. turmoil make this

4 weeks ago | biocentury.com | Stephen Hansen

ARTICLE | BioCentury CommentaryWith U.S. institutions under strain, Europe must act decisively to support innovation and secure a bigger role in biotech’s future By Stephen Hansen, Director of Biopharma IntelligenceIn the 18 years I’ve been covering the biopharma industry, FDA and NIH have always been the unquestioned gold standard for regulating the sector and fueling the basic research necessary to advance new, innovative therapeutics.
Novo’s GLP-1s see another 1Q sales dip

1 month ago | biocentury.com | Stephen Hansen

DATA GRAPHICS | Data ByteCompounded GLP-1s impact 1Q25 sales growth By Stephen Hansen, Director of Biopharma IntelligenceFor the second year in a row, Novo’s semaglutide franchise got off to a slow start. In 1Q25, sales of the pharma’s three GLP-1R agonist formulations — Ozempic, Wegovy and Rybelsus — declined quarter-over-quarter, as reported in DKK. However, Ozempic sales were up slightly in U.S. dollars (see Chart).
Boehringer Venture’s high risk, high reward strategy enters next phase

1 month ago | biocentury.com | Stephen Hansen

ARTICLE | FinanceHow the corporate VC is evolving its portfolio strategy By Stephen Hansen, Director of Biopharma Intelligence Boehringer Ingelheim Venture Fundis sharpening its approach as it continues to seek investments that could be of strategic interest to the German pharma in the long term. The fund’s dual focus on breakthrough therapeutics in non-core areas and novel modalities within core areas had skewed toward the former. Now, new leadership aims to bring the two back into balance.
Ascletis makes competitive entrance into oral GLP-1 race

1 month ago | biocentury.com | Stephen Hansen

DATA GRAPHICS | Data ByteEarly data on par with Roche, Viking programs By Stephen Hansen, Director of Biopharma IntelligenceThe latest GLP-1 data from Ascletis, while early, puts the biotech’s oral small molecule firmly in the mix for best in class when it comes to efficacy in obesity. Ascletis Pharma Inc. (HKEX:1672) rose 24% on Monday after announcing four-week data from the Phase Ib multiple-ascending dose trial for ASC30 in obese patients that showed up to 6.5% placebo-adjusted weight loss.