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Long Form Content
Jun 3, 2024
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9 min read
GSK's ADC comeback story, Sanofi & Regeneron receive mixed signals, Moderna gets RSV vaccine approval, and an MDMA treatment lands FDA scrutiny.
Jun 2, 2024
6 min read
🧬 Winners, Losers, and Upcoming Earnings Calls
May 31, 2024
11 min read
Merck gets beaten at it’s own game, BMS lands another CAR-T indication, Otsuka dives into digital therapeutics, and "hub-and-spoke" biotech raises $73M.
May 30, 2024
FDA approvals for Amgen and Tris Pharma, BMS' $80M global licensing spend, BioNTech continues Africa push with $145M, and Novo Nordisk blames the American Healthcare System
May 29, 2024
10 min read
Pfizer naps a Priority Review Voucher, 3 separate $1B+ acquisitions, Insmed stock doubles on Ph3 results, and Takeda begins restructuring with 600+ layoffs.
May 28, 2024
ASCO news up the wazoo, CAR-T attacks solid tumors, the first reported case of diabetes cured by cell therapy, and positive Ph1/2 data turns sour on safety profile.
May 25, 2024
5 min read
May 24, 2024
8 min read
Takeda's sticky $1.2B partnership, two new funds totally $350M+, Adderall no longer in short supply, two big pharmas ordered to pay Hawaii nearly $1B
May 23, 2024
Pfizer plans another $1.5B in cuts, biotech launches with aim to shed fat (but not muscle), Otsuka ditches an Alzheimer's med, and Novo Nordisk is on fire (again).
May 22, 2024
AstraZeneca sets $80B by 2023 sales targets, two antibody fundraises totalling $345M, and Eli Lilly gets deeper into radiopharma while Astellas gets into automated cell therapy manufacturing.
May 21, 2024
Cell therapy history was made, FDA approves first two Eylea biosimilars, Gilead's $4.3B liver disease bet yields positive ph3 data, and a trilogy of lung disease positive trial data.
May 20, 2024
Bayers posts hot menopause clinical trial results, Moderna wins a major lawsuit against Pfizer-BioNTech, and a molecular glue biotech unsticks some staff
