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Original reporting and analysis on the stories shaping biotech.

Gilead Just Bet $1.9 Billion on a Cancer Drug That Wears a Disguise

Deals & M&A6 min read

Gilead Just Bet $1.9 Billion on a Cancer Drug That Wears a Disguise

Gilead just paid $1.9 billion for access to Vir's cancer drugs that wear molecular disguises, only waking up when they reach a tumor. It's the biggest signal yet that masked T-cell engagers are pharma's next obsession.

Oct 14, 2026Read article

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Sanofi Got Caught Trash-Talking a Rival Vaccine

Clinical & Regulatory5 min read

Sanofi Got Caught Trash-Talking a Rival Vaccine

Sanofi settled an EU antitrust probe over allegedly trash-talking CSL Seqirus's rival flu vaccine to doctors in France and Germany. The deal avoids a fine but comes with binding restrictions lasting until 2030, and it signals a new era of regulatory scrutiny over pharma marketing tactics.

The GLP-1 Graveyard Is Getting Crowded

Clinical & Regulatory4 min read

The GLP-1 Graveyard Is Getting Crowded

Verdiva Bio killed a Phase 2 obesity trial after enrolling just eight patients, not for safety reasons, but because the oral GLP-1 market got too crowded too fast. They're far from the only ones retreating, and the pattern says a lot about where the obesity drug race is heading.

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Oct 14, 2026

Zealand Just Bet $1.2 Billion That AI Can Design the Next Obesity Drug

Deals & M&A4 min read

Zealand Just Bet $1.2 Billion That AI Can Design the Next Obesity Drug

Zealand Pharma is paying up to $1.2 billion to let AI design entirely new obesity proteins that nature never imagined. It's either the future of weight-loss drugs or the most expensive science experiment in metabolic disease.

GSK Just Spent $1 Billion on a Cancer You've Probably Never Heard Of

Deals & M&A5 min read

GSK Just Spent $1 Billion on a Cancer You've Probably Never Heard Of

GSK is paying up to $1.15 billion for a five-year-old biotech and its experimental drug targeting a rare cancer most people have never heard of. The bet: a single molecule that could crack the mutation problem that's haunted GIST treatment for two decades.

Pfizer's Half-Billion-Dollar Bet on Killing Proteins Before They're Born

Deals & M&A4 min read

Pfizer's Half-Billion-Dollar Bet on Killing Proteins Before They're Born

Pfizer just dropped $500 million on a French biotech that kills disease-causing proteins before they're even made. It's the latest move in the pharma giant's quiet quest to dominate the booming protein degradation space.

Syndax Just Walked Away From a Billion-Dollar Lung Disease

Clinical & Regulatory4 min read

Syndax Just Walked Away From a Billion-Dollar Lung Disease

Syndax Pharmaceuticals pulled the plug on its IPF program after a Phase 2 miss, sending shares tumbling 15%. But the real story is what this exit means for the increasingly chaotic race to treat an incurable lung disease.

Otsuka's Big Bet on a PTSD Pill Just Hit a Wall at the FDA

Clinical & Regulatory4 min read

Otsuka's Big Bet on a PTSD Pill Just Hit a Wall at the FDA

FDA reviewers questioned whether Otsuka's Rexulti combination therapy actually works for PTSD, and the advisory committee agreed in devastating fashion. For a patient population that hasn't seen a new approved drug since 2001, the setback stings.

The $32 Billion Drug That Just Got Its First Real Challenger

Clinical & Regulatory4 min read

The $32 Billion Drug That Just Got Its First Real Challenger

Keytruda rakes in over $31 billion a year, making it the best-selling drug on the planet. Now a German-Indian partnership just became the first to get an FDA review for a biosimilar challenger, and a dozen more competitors are lining up behind them.

Novartis Just Bet $7.8 Billion That Your Body Can Build Its Own Medicine

Deals & M&A4 min read

Novartis Just Bet $7.8 Billion That Your Body Can Build Its Own Medicine

Novartis just paid $575 million upfront for access to Abogen's RNA technology, in a deal worth up to $7.8 billion. The bet: that your own cells can be programmed to build medicines from scratch, starting with a clever new approach to autoimmune disease.

The First Drug for a Devastating Rare Disease Just Got a Public Takedown

Clinical & Regulatory5 min read

The First Drug for a Devastating Rare Disease Just Got a Public Takedown

A former FDA regulator wants the first-ever Prader-Willi hunger drug pulled from the market after reports of seven deaths and nearly 100 hospitalizations. For families with no other options, the stakes couldn't be higher.

Roche Just Paid $1.16 Billion for a Fat-Silencing Technology

Deals & M&A5 min read

Roche Just Paid $1.16 Billion for a Fat-Silencing Technology

Roche just dropped $1.16 billion on a deal with Chinese biotech Rona Therapeutics for an RNA interference obesity drug that silences fat genes instead of suppressing appetite. It's the latest signal that big pharma thinks the GLP-1 era is just the opening act.

Novo Nordisk Just Paid $300M for a Pill That Doesn't Exist Yet

Deals & M&A4 min read

Novo Nordisk Just Paid $300M for a Pill That Doesn't Exist Yet

Novo Nordisk just dropped $300 million on a pill that hasn't been tested in a single human. The Hengrui deal tells you everything about how desperate the obesity drug race has become, and why oral therapies are the new battleground.

BMS Just Made a $4.1 Billion Bet Pay Off

Clinical & Regulatory4 min read

BMS Just Made a $4.1 Billion Bet Pay Off

Bristol Myers Squibb's $4.1 billion acquisition of RayzeBio just hit a major milestone: its alpha-emitting radiopharmaceutical RYZ101 nailed the primary endpoint in a Phase 3 trial for rare digestive-system tumors. The drug worked in patients who had already failed Novartis's Lutathera, and the detailed data could reshape the radiopharmaceutical arms race.

Pharma's Longest-Running Power Couple Just Doubled Down

Deals & M&A4 min read

Pharma's Longest-Running Power Couple Just Doubled Down

Sanofi and Regeneron just expanded their 23-year-old partnership with a deal worth up to $8 billion, adding four next-generation antibodies to their immunology playbook. It's a massive bet that the duo can build a Dupixent sequel before the blockbuster's patents run out.

A $22 Billion Bet Just Hit Its First Big Speed Bump

Clinical & Regulatory4 min read

A $22 Billion Bet Just Hit Its First Big Speed Bump

Daiichi Sankyo and Merck pulled their FDA application for an antibody-drug conjugate in small cell lung cancer before regulators could reject it. It's the first real stumble for a $22 billion ADC partnership that was supposed to be a sure thing.

BMS's Lung Scarring Drug Passed Its Biggest Test. Then Things Got Complicated.

Clinical & Regulatory4 min read

BMS's Lung Scarring Drug Passed Its Biggest Test. Then Things Got Complicated.

BMS's admilparant just became the first LPA1 antagonist to hit a Phase 3 endpoint in IPF, validating a brand-new mechanism for a brutal lung disease. But a high-dose miss and a patient death are complicating what should have been a clean win.

BioNTech's Big Bet on mRNA Cancer Vaccines Just Hit a Wall

Clinical & Regulatory6 min read

BioNTech's Big Bet on mRNA Cancer Vaccines Just Hit a Wall

BioNTech's mRNA cancer vaccine just missed its main goal in a Phase 3 head and neck cancer trial, raising tough questions about whether the technology that conquered COVID can take on tumors. With Moderna already posting a Phase 3 win in melanoma, the mRNA oncology race has a clear frontrunner.

Europe's Pharma Scene Is Bleeding Out (and Nobody's Stitching the Wound)

Clinical & Regulatory4 min read

Europe's Pharma Scene Is Bleeding Out (and Nobody's Stitching the Wound)

Nine pharma chairs from AstraZeneca to Novo Nordisk just co-signed what reads like an SOS flare: Europe's share of global pharma R&D has dropped to 31%, and its slice of commercial clinical trials has been cut in half. When fierce competitors agree the roof is leaking, it's time to check for water damage.

Merck Just Paid $400M for a Cancer Drug That Hasn't Been Tested in Humans

Deals & M&A5 min read

Merck Just Paid $400M for a Cancer Drug That Hasn't Been Tested in Humans

Merck just dropped $400 million on a cancer drug from a two-year-old Chinese biotech that hasn't been tested in humans. The deal says as much about Big Pharma's desperation as it does about China's explosive rise in drug discovery.

The Drug That Cracked Biotech's Most Cursed Target

Clinical & Regulatory4 min read

The Drug That Cracked Biotech's Most Cursed Target

For 20 years, every attempt to turn myostatin inhibitors into real drugs ended in failure. Scholar Rock just broke the curse with the first FDA-approved muscle-targeted therapy for spinal muscular atrophy, and the implications stretch far beyond rare disease.

Genmab Just Dropped $8 Billion on a Drug You've Never Heard Of

Deals & M&A4 min read

Genmab Just Dropped $8 Billion on a Drug You've Never Heard Of

Genmab is shelling out $8 billion for Dutch biotech Merus NV and its experimental cancer drug petosemtamab, a first-in-class bispecific antibody with eye-popping early data in head and neck cancer. It's one of the year's biggest biotech deals, and the real prize might be the technology platform hiding behind the headline asset.