Will Pickering: FDA Under Trump, A New Era of Regulation

Will Pickering: FDA Under Trump, A New Era of Regulation

Author: Bernstein Research March 3, 2026 Duration: 33:38

In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today. Here, they explore FDA inspection trends, both long-term and under the Trump administration, with insights into the sector’s recovery, the impact of FDA headcount reductions, the potential consequences of inspection outcomes on drug approvals, and much more.  


This podcast was recorded on Jan 29, 2026. Since then, turmoil at FDA has only increased, culminating in the recent resignation of CBER Director Vinay Prasad. While that particular drama has now played out, the broader issues Will highlights in this podcast are sure to remain relevant in the months and years ahead.


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Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 71

In the Know
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