Original reporting and analysis on the stories shaping biotech.
Gilead is spending up to $5 billion to acquire Tubulis, a German ADC startup that went from a Munich university lab to biotech's hottest takeover target in just seven years. The deal reveals how antibody-drug conjugates have become pharma's most competitive M&A battleground.
The Trump administration threatened 100% tariffs on imported brand-name drugs, and 16 pharma giants blinked. The deals they struck could reshape how America prices medicine, but Wall Street thinks the whole thing might be a giant nothingburger.
A daily pill nearly doubled survival in metastatic pancreatic cancer, turning ASCO's toughest crowd into a 42-second standing ovation. After 40 years of calling KRAS "undruggable," the lock just got picked.
Columbia scientists used next-gen CRISPR base editing to fix disease mutations in human embryos with unprecedented precision, but persistent errors and a deepening ethics war over "designer babies" mean the hardest questions are just getting started.
Gilead paid $45 million for a cancer drug that hasn't been tested in a single patient. The preclinical molecular glue degrader deal with Kymera is small potatoes compared to Gilead's $13B+ oncology shopping spree, but the strategic signal about where pharma is headed is anything but small.
Novartis just agreed to pay up to $1.9 billion to a one-year-old spinout with zero clinical data. The catch: Antares Therapeutics might hold the key to drugging cancer targets that have stumped the entire industry for decades.
Moderna just entered the in vivo CAR-T race with a plan to reprogram your immune cells using a simple injection. If it works, it could turn autoimmune disease treatment from a million-dollar ordeal into something your local clinic could offer.
UCB is spending up to $1.15 billion on Neurona Therapeutics and its lab-grown brain cell therapy for drug-resistant epilepsy. The early clinical data is stunning, but the real test is just getting started.
For the first time ever, a drug has been approved specifically to slow disability in progressive MS patients who don't have relapses. Sanofi's Cenrifki just rewrote the treatment playbook for hundreds of thousands of patients who had zero options, but a liver safety signal already killed its chances in the US.
Insilico Medicine's rentosertib, a drug designed entirely by AI, just showed actual lung function improvement in an IPF trial where lungs are only supposed to get worse. It's the strongest proof yet that AI-driven drug discovery can produce real results in humans.
The FDA just spelled out exactly how CRISPR, base editing, and prime editing companies need to prove their therapies aren't making unintended changes to the genome. The new draft guidance on next-generation sequencing could reshape every gene editing IND filing from here on out.
Intellia's single-dose CRISPR therapy slashed hereditary angioedema attacks by 87% in a pivotal Phase 3 trial, with 62% of patients going completely attack-free. One injection that permanently edits your DNA while it's still inside you: the future of gene editing just got very real.
Merck KGaA is paying $11.3 billion in cash for Bio-Techne, a lab tools company most people outside biotech have never heard of. The deal reveals a quiet arms race among life science giants racing to control the picks and shovels of drug discovery.
Pfizer's Ibrance just became the first CDK4/6 inhibitor approved for HER2-positive breast cancer maintenance, crossing a biological boundary nobody thought it could. The timing couldn't be more strategic, with patent cliffs looming and billions in revenue on the line.
J&J's nipocalimab just nailed its Phase 2/3 trial in a blood disease with zero approved treatments. The data show rapid, durable hemoglobin responses, less fatigue, and steroid sparing — and an FDA decision could come by late 2026.
The Biosecure Act was supposed to cut China out of America's drug supply chain. Six months after becoming law, Chinese biotech giants are posting record revenue and expanding globally. Now lawmakers want even tougher measures, but pharma can't quit its most important manufacturing partner overnight.
ALZpath just handed Abbott the keys to a blood test that spots Alzheimer's almost as well as a $5,000 brain scan. The science is ready; now it's a race against reimbursement.
Pfizer's berobenatide just posted Phase 2b data showing a once-monthly GLP-1 shot can deliver competitive weight loss with remarkably few dropouts. Wall Street thinks it's solid but not spectacular, and the real question is whether convenience can beat raw efficacy in a $50B market.
The FDA just moved Gilead's Trodelvy from last-resort to first-choice in triple-negative breast cancer, the deadliest breast cancer subtype. It's a seismic shift for patients, a multi-billion-dollar opportunity for Gilead, and a surprisingly friendly outcome for Merck's Keytruda.
A genetically engineered pig kidney kept a man off dialysis for 271 days, setting a new record for xenotransplantation. Now the FDA has cleared eGenesis to try it in 30 more patients, marking the biggest bet yet that pig organs could solve the kidney shortage crisis.
Eli Lilly cut off 340B drug discounts to over 1,000 hospitals that refused to hand over detailed dispensing data, sparking a furious backlash from hospital groups demanding federal intervention. With billions in safety-net funding at stake and HRSA staying silent, this fight could reshape how America's most vulnerable hospitals stay afloat.
Sangamo Therapeutics, the company that performed the first-ever in vivo gene editing in a human, just filed for bankruptcy. Now Eli Lilly and Astellas are picking up its 30-year technology platform for the price of a single clinical trial.
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