Original reporting and analysis on the stories shaping biotech.
The FDA is planning to reclassify roughly 14 restricted peptides to allow compounding pharmacies to produce them legally. The July 2026 advisory meeting could reshape the peptide market, but the story is more nuanced than the GLP-1 headlines suggest.
Avalyn Pharma wants $200 million to prove that inhaling old lung drugs beats swallowing them. The IPO pitch is elegant, but the early clinical data leaves a big question unanswered.
For 40 years, KRAS was the protein oncologists couldn't touch. Revolution Medicines just showed up at AACR 2026 with clinical data across multiple drugs and tumor types that suggest the "undruggable" era is officially over. Wall Street is already betting big.
Roche deployed over 3,500 NVIDIA GPUs to build pharma's largest AI computing setup, and it's not just a flex. The move signals that GPU-accelerated drug discovery is graduating from pilot programs to full-scale enterprise deployment, with billions of dollars and years of patient waiting on the line.
Alamar Biosciences just pulled off an 11x oversubscribed IPO, raising $191 million for a precision proteomics platform that reads proteins in your blood with absurd precision. Shares jumped 33% on day one, and the debut signals renewed investor appetite for life science tools companies after a brutal 2025.
President Trump signed an executive order telling federal agencies to fast-track psychedelic therapies, and Compass Pathways just got a golden ticket to the front of the FDA's review line. The psychedelic medicine industry went from regulatory purgatory to presidential priority in record time.
Kailera Therapeutics just pulled off the largest biotech IPO in Nasdaq history, raising $625 million and surging 63% on day one. A company that didn't exist two years ago is now worth $3.1 billion, and the story behind it says a lot about where biotech money is headed.
WCG just acquired an AI-powered contract platform called The Contract Network, and it's a window into one of biotech's most overlooked bottlenecks. The unsexy world of clinical trial paperwork is getting a tech-driven overhaul that could reshape how fast drugs reach patients.
Amneal Pharmaceuticals is spending $1.1 billion to acquire Kashiv BioSciences and its four biosimilar manufacturing facilities. In a market racing toward $300 billion in biologic patent expirations, the company that can actually make the drugs might matter more than the company that invented them.
The FDA handed priority review vouchers to three psychedelic therapy developers just six days after a presidential executive order. Compass Pathways, Usona Institute, and Transcend Therapeutics could now see their drugs reviewed in weeks instead of months, marking the biggest regulatory milestone for psychedelic medicine in history.
Helus Pharma's board fired its CEO just two months after hiring him, and they're not saying why. With Phase 3 data on a psychedelic-inspired depression treatment due later this year, the timing couldn't be worse.
Regeneron just landed its first-ever gene therapy approval, and it does something remarkable: restore hearing in children born deaf from a genetic mutation. One surgery, no cochlear implant required. Here's why it matters for a company that built its empire on antibodies.
Pfizer tapped NFL Draft prospect Fernando Mendoza as the face of its cancer screening campaign, and it's not just a feel-good play. Behind the football metaphors is a $43 billion oncology strategy that needs a bigger funnel.
Avalyn Pharma wants $200M+ to prove that two blockbuster lung drugs work better as a mist than a pill. Their IPO lands in a market that's suddenly hungry for exactly this kind of bet.
Regeneron was the 17th and final major drugmaker to cut a pricing deal with the White House's Most Favored Nation initiative. The agreement includes a 58% price cut on Praluent, a free gene therapy for rare childhood deafness, and nearly $10 billion in domestic manufacturing pledges. With 86% of the branded drug market now covered, the real question is what these deals actually mean for patients at the pharmacy counter.
Eli Lilly just killed a RIPK1 partnership with Rigel Pharmaceuticals that was worth up to $960 million. The move says less about Rigel and more about how ruthlessly Lilly is pruning everything that isn't a potential blockbuster.
Merck just signed a deal worth up to $1 billion with Google Cloud to embed AI across its entire operation, from drug discovery to manufacturing. It's one of the largest pharma-tech partnerships ever, and it signals that Big Pharma's AI arms race has entered a whole new weight class.
Revolution Medicines just dropped first-line pancreatic cancer data for daraxonrasib at AACR, and the numbers are turning heads. Building on Phase 3 results that nearly doubled survival, this KRAS-targeting drug is rewriting expectations in oncology's most unforgiving arena.
Sidewinder Therapeutics just raised $137 million without a single drug in human testing. Its secret weapon: bispecific ADCs that target cancer cells with two signals instead of one, like a bouncer checking two forms of ID. The investor list is stacked, but the real test is still years away.
A gene therapy trial just restored hearing in 90% of deaf patients, some within weeks of a single injection. The results are 'mind-boggling,' and pharma companies are spending billions to win the race.
Novartis killed two late-stage trials for its next-gen blood thinner after it couldn't outperform Eliquis, the $14.4 billion anticoagulant behemoth. The $925 million bet on abelacimab just got a lot narrower, and the implications ripple across the entire Factor XIa race.
Eli Lilly just paid up to $300 million for a three-year-old startup that hasn't tested a single drug in humans. CrossBridge Bio's dual-payload ADC technology is so hot that Lilly couldn't wait for clinical data, and the deal reveals just how frenzied the ADC arms race has become.
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