Original reporting and analysis on the stories shaping biotech.
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.
Biogen is spending $5.6 billion to acquire Apellis Pharmaceuticals, picking up two marketed complement drugs and a ready-made nephrology salesforce. Wall Street likes the strategy but wants proof the revenue can justify the 140% premium.
For a decade, CAR-T therapy crushed blood cancers but couldn't touch solid tumors. A Chinese biotech just became the first company in the world to change that, and the implications go way beyond stomach cancer.
J&J is paying $1 billion in cash for Firefly Bio, a four-year-old startup with zero drugs in clinical trials. The target: a platform that combines antibody targeting with protein degradation to go after KRAS, cancer's most infamous "undruggable" protein.
Serapha Bio just launched with $230 million and a gene-editing therapy licensed from a Chinese biotech, drawing checks from RA Capital, RTW, and a who's who of specialist funds. It's the biggest gene-editing Series A of the year, and it's wading straight into the deep end of U.S.-China biotech politics.
Ollin Biosciences just raised $330 million to take on Roche's $5 billion eye drug Vabysmo with a sharper version of the same weapon. Early head-to-head data looks surprisingly good, and some of healthcare's biggest investors are all in.
Eli Lilly just signed a $1.9 billion collaboration with a Shanghai biotech it already partnered with in 2022. The deal reveals how Big Pharma is racing to lock up Chinese discovery assets, even as geopolitical headwinds intensify.
French pharma giant Servier is paying up to $2.65 billion for a muscular dystrophy drug that hasn't even finished its pivotal trial. The bet: that protecting fragile muscles from damage, rather than fixing the underlying genetic defect, could become the backbone of treatment.
Eli Lilly is paying up to $7.8 billion for Centessa Pharmaceuticals and its experimental sleep disorder drugs. It's the biggest signal yet that the GLP-1 king is building a second empire, and the orexin agonist race just got a lot more interesting.
Merck is dropping $6.7 billion on a CML drug still in early trials, and Wall Street can't decide if it's a heist or a gamble. With Keytruda's $25 billion patent cliff looming in 2028, the deal reveals just how aggressively Big Pharma's biggest player is scrambling to reinvent itself.
Insilico Medicine just dosed the first human with an AI-designed brain-penetrant drug targeting Parkinson's-related inflammation. It's one of the toughest design challenges in pharma, and a robot chemist pulled it off in record time.
The UK just approved the first cancer drug delivered by a wearable on-body injector, letting multiple myeloma patients receive treatment at home instead of spending hours in an infusion center. It could be the beginning of a massive shift in how we deliver cancer care.
The FDA just fast-tracked Merck's new KRAS G12C inhibitor combined with Keytruda after seeing a 77% response rate in first-line lung cancer patients. After 40 years of being "undruggable," KRAS might finally have met its match.
Pfizer's first new drug from its $43 billion Seagen acquisition just failed a Phase 3 lung cancer trial. The result raises uncomfortable questions about whether the biggest pharma deal in years can actually deliver on its post-COVID growth promises.
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