🧬 AbbVie's $1B psychedelics play, Novo Nordisk's hemophilia antibody Alhemo lands FDA approval, Trump goes after big pharma with most-favored nations threats
🧬 GSK's committed to US investment ("tens of billions" in fact), Teva not bothered by tariffs, and Biogen, Eisai present positive long-term Leqembi data in Alzheimer's disease
🧬 FDA's big CBER shake-up, Novo Nordisk dives while AstraZeneca soars, and massive cuts coming to Merck & Co. ($3B by EOY 2027)
🧬 MapLight's $372.5M Series D, Adaptimmune sells-out (commercial assets)
🧬 Hengrui & GSK link-up on 12 medicines, while Roche still in it for the gene therapy long-game
🧬 3-peat of CGT layoffs, Eli Lilly goes in on molecular gates (up to $856M), and FDA (likely) wants new safety studies for Sarepta's Elevidys
🧬 Dispatch Bio's $200M+ launch against solid tumors, FDA opens up 1-2 month priority review pathway, and Sarepta-partner Arrowhead still confident on state of $550M licensing deal
🧬 Sanofi's $1.6B vaccine acquisition, while Replimmune's viral immunotherapy for melanoma lands an FDA rejection.
🧬 Sarepta continues dominating headlines, while AstraZeneca and Biogen commit billions to US domestic manufacturing
🧬 Sarepta Therapeutics to square off with the FDA on Elevidys gene therapy, while Moderna cancelled mRNA factory in Japan
A long form piece by yours truly - originally published on Signals
Some hard truths about TLDR Biotech
