Past Issues
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Merck is splitting itself in two. One drug worth $30B/year is the reason.
Merck just carved its pharma business into separate companies because a single drug accounts for nearly half its revenue, and the patent clock is ticking toward 2028. Meanwhile, a high-priced gene therapy nobody bought just got pulled from the market, and viruses may have handed scientists the blueprint for an entirely new class of antibiotics.
Gilead just dropped $7.8B on a single cancer therapy. Here's why.
Gilead wrote a check big enough to buy a small country's GDP, all for one CAR-T therapy. Meanwhile, the deals keep flying: nearly $1B for glorified molecular glue, $650M for a bispecific antibody, and a brand-new biotech rising from the ashes of a $12B acquisition. It's a busy one.
BMS's cancer bet just cleared its biggest Phase 3 hurdle yet
A massive gamble on a Chinese biotech's cancer drug just cleared its biggest hurdle yet, hitting both survival endpoints against one of oncology's most brutal diagnoses. Meanwhile, big pharma is writing billion-dollar checks for drugs that haven't touched a single patient, and a Japanese chemical company decided it wanted to be a pharma giant.
The First Drug to Kill Cancer by Shredding Its Telomeres Is Nearing Approval
A cancer therapy that attacks tumors through a mechanism no other drug in the world uses just posted strong Phase 3 signals, while a $197 million bet on a hormone most obesity investors have never heard of suggests the GLP-1 kings might not own the whole kingdom. Today's issue covers new frontiers in oncology, obesity, and beyond.
The FDA just said you can approve a drug with a single patient
The FDA dropped a regulatory bombshell that could unlock treatments for hundreds of ultra-rare diseases — no large clinical trials required. Meanwhile, a bladder cancer therapy's response rate just got cut in half, and a smartphone app is now a prescription migraine drug.
Novo designed a trial to prove it could beat Lilly. It backfired.
Novo Nordisk bet the house on a head-to-head obesity showdown with Lilly and walked away bruised. Meanwhile, Gilead is spending $7.8B on a CAR-T therapy doctors already love, and one biotech's drug missed its primary endpoint — so naturally, they're filing for approval anyway.
This gel saved 100% of diabetic mice that would have died without it
A university lab just posted a perfect survival rate in diabetic wound healing, a mid-cap biotech is sitting on a pipeline worth nearly double its market cap, and India's generic drug machine just hit a milestone that should make Big Pharma nervous.
A blood test found 74% of deadly cancers — then its stock crashed 47%
A cancer screening test that actually works just failed the trial designed to prove it. Meanwhile, a CFO sold stock near rock bottom days before earnings, and the Supreme Court just yanked tariff power away from the president.
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