Original reporting and analysis on the stories shaping biotech.
Novartis's top-selling heart drug lost half its sales to generics in Q2 2026, yet the company beat profit estimates by 12%. The secret: cost discipline, surging cancer drugs, and a kidney disease strategy that's quietly becoming a competitive fortress.
The FDA just gave Dyne Therapeutics' Duchenne drug the fast lane, setting a January 2027 decision date. Z-rostudirsen produces roughly ten times more dystrophin than the current standard, and the functional data are turning heads.
No drug has ever worked against Stargardt disease, the most common inherited macular degeneration that robs teenagers of their central vision. Belite Bio's tinlarebant just became the first therapy to prove it can slow the damage in a pivotal Phase 3 trial, and the data is striking.
Novo Nordisk is suing Eli Lilly over weight-loss drug ads it calls deceptive, alleging Lilly cherry-picked outdated clinical data to make Zepbound look superior to Wegovy. The lawsuit could reshape how the two GLP-1 giants market their blockbuster drugs to millions of Americans.
Tempus AI is dropping $1.5 billion on Personalis to grab its cancer-detecting blood test and build the most vertically integrated oncology data platform in the industry. Wall Street's reaction? Both stocks fell 9%. The bull-bear debate is just getting started.
A most-wanted fugitive who vanished 20 years ago was just discovered working as chief medical officer of a NASDAQ-listed biotech. His fake résumé claimed Stanford, Harvard, and seven approved drugs. The real story exposes terrifying gaps in how the industry vets its leaders.
Abbott disclosed two cyberattacks in July 2026 while posting a strong $12.6 billion quarter. Hackers claim they stole 30 million records, including Social Security numbers and doctor-patient notes. Wall Street barely blinked, but should it have?
Former LifeMD employees allege clinicians had just two minutes per patient to prescribe powerful GLP-1 weight-loss drugs. The STAT News investigation puts Novo Nordisk's entire telehealth strategy under a harsh spotlight.
South Africa's Aspen Pharmacare just won Health Canada approval for a generic version of Ozempic, making Canada the first G7 country to greenlight copycat semaglutide. With nine generic applications under review and patents crumbling globally, Novo Nordisk's $26 billion franchise is facing its first real threat.
Samsung Biologics just dropped $1.8 billion on a Swiss peptide manufacturer, making the largest pharma M&A in South Korean history. The target: PolyPeptide Group, a company sitting on exactly what the GLP-1 boom desperately needs.
The Pentagon made flu shots optional for troops in April. By June, nearly 300 recruits at a Texas Air Force base were sick with influenza, one trainee died, and the military quietly started requiring the vaccine again.
A UC Berkeley spinout co-founded by Nobel laureate Jennifer Doudna wants to go public and fund a CRISPR therapy that could permanently lower cholesterol with a single infusion. The catch? It's entering one of biotech's most competitive battlefields with zero human data.
While 39 companies fight over GLP-1 obesity drugs, a freshly launched startup called Mwyngil Therapeutics just raised $60 million to bet on completely different biology. Their CEO says she's not interested in another me-too, and investors are listening.
Bristol Myers Squibb just bought NVIDIA's newest AI supercomputer, leapfrogging Lilly and Roche in pharma's escalating compute arms race. The real question: can a chip that costs more than most startups actually discover better drugs?
Pfizer's ecnoglutide and Innovent's mazdutide cleared a key hurdle toward China's national insurance formulary, potentially opening access to hundreds of millions of patients. But getting on the list means accepting the kind of price cuts that reshape entire business models.
India just approved its first-ever dengue vaccine, and it's not the one that caused a global crisis. Takeda's QDENGA cleared Indian regulators for ages 4 to 60 with no requirement to prove prior dengue infection, a critical distinction from the Dengvaxia debacle that shook public trust worldwide.
A stealth-mode biotech just banked $330 million to take on Roche's $5 billion eye drug, and the CEO helped build the competition. Here's why some of biotech's biggest investors are making their largest bets on eyeballs.
Sen. Ron Johnson is launching a formal investigation into why the FDA keeps rejecting rare disease drugs, calling the agency's demands for new trials "bureaucratic idiocy." With 23 rare disease therapies rejected since 2025 and families staging symbolic funerals outside FDA headquarters, the fight over how we approve drugs for the smallest patient populations is turning into one of biotech's biggest political battles.
The FDA rejected Lantheus' cancer imaging kit, and the reason had nothing to do with safety, efficacy, or clinical data. It's the latest in a growing pattern of biotech approvals killed by factory problems, not science failures.
Median launch prices for new drugs dropped more than 40% in 2025, falling to $216,000 from over $370,000 the year before. But before you celebrate, the reason has nothing to do with pharma companies charging less.
A tiny California startup says it can deliver gene therapy with ultrasound and bubbles instead of viruses. The animal data is so good that top scientists "find it hard to believe." Here's why the Duchenne muscular dystrophy field is both electrified and deeply skeptical.
Phathom's Voquezna just became the first and only drug with an FDA label for non-erosive GERD, the most common form of heartburn that PPIs consistently fail to treat. With 50-70% of all GERD patients falling into this category, the approval could reshape a market that hasn't seen real innovation in three decades.
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