Past Issues
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Sanofi just paid $1.5B for a Chinese drug you've never heard of
A French pharma giant crossed an ocean and a geopolitical minefield to lock down a Chinese blood cancer drug, and the price tag tells you everything about where Big Pharma's pipeline panic is heading. Meanwhile, the FDA is waging war on knockoff Ozempic sellers, Lilly is stockpiling $1.5 billion in obesity pills, and Lonza just gave back the technology it bought eight years ago.
After 30 years of silence, hepatitis B might finally have a cure
A disease that infects 254 million people hasn't seen a real treatment breakthrough since the '90s. That just changed, and the ripple effects across virology and dealmaking are worth your attention. Plus: an eczema drug gets killed by its own mechanism, and oncology's favorite weapon finds a surprising new job.
Scientists gave viruses CRISPR scissors. The first human trial just landed.
A Danish biotech armed bacteria-killing viruses with gene-editing technology, gave them to 36 humans, and published the safety data. Meanwhile, the FDA wants fake brain surgery before it'll approve a Huntington's gene therapy, and one biotech just learned the hard way what happens when you bet the entire company on a single drug.
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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